Allianz Global Investors Fund - Allianz Income and Growth PM (H2-GBP)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 11.93 | -5.91 | 18.10 | 20.48 | 12.12 | -20.30 | 16.91 | 5.37 |
+/- Category | 4.48 | -0.42 | 5.69 | 16.40 | 4.05 | -9.84 | 9.38 | 1.34 |
+/- Category Index | - | - | - | 15.19 | 4.12 | -11.04 | 7.65 | 0.42 |
% Rank in Category | 5 | 62 | 4 | 1 | 8 | 99 | 1 | 22 |
Trailing Returns (GBP) | 29/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.33 | -0.27 | 0.18 |
1 Week | -0.69 | -0.78 | -0.73 |
1 Month | -0.15 | -0.69 | -0.69 |
3 Months | 3.10 | 0.44 | 0.34 |
6 Months | 4.90 | -0.17 | -0.57 |
YTD | 5.21 | 0.78 | -0.30 |
1 Year | 9.49 | 0.98 | -0.48 |
3 Years Annualised | 0.41 | -0.52 | -1.97 |
5 Years Annualised | 6.55 | 3.83 | 2.96 |
10 Years Annualised | 5.74 | 1.81 | 0.31 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.00 | 1.32 | - | - |
2023 | 4.24 | 5.42 | -1.51 | 8.02 |
2022 | -6.36 | -15.58 | -1.24 | 2.09 |
2021 | 1.57 | 6.04 | 0.26 | 3.82 |
2020 | -15.37 | 17.01 | 9.51 | 11.10 |
2019 | 9.83 | 2.17 | -0.73 | 6.02 |
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