Allianz Global Investors Fund - Allianz Income and Growth AM (H2-AUD) header image

Allianz Global Investors Fund - Allianz Income and Growth AM (H2-AUD)

Fund

ISIN LU0820562030 / Valor 19698545

NAV (2025-03-27)
AUD 7.46-0.40%

Allianz Global Investors Fund - Allianz Income and Growth AM (H2-AUD)
UMushroom community rating:

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3.75 2 votes No rating yet
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General Objective

The fund aims to achieve long-term capital growth by investing in a diversified portfolio of equities and fixed income securities.

Fund Exposure

The fund is exposed to a mix of asset classes, including equities and fixed income securities. It has a sector breakdown that includes technology, healthcare, consumer goods, and financial services. The fund is geographically diversified, with exposure to both developed and emerging markets. The investment style of the fund is a blend of growth and value strategies.

Risks

Investing in the fund involves risks such as market risk, credit risk, interest rate risk, and currency risk. The value of investments can fluctuate and there is no guarantee that the fund will achieve its investment objective. Investors should carefully consider their risk tolerance before investing in the fund.

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Source

https://lu.allianzgi.com/en-gb/b2c/our-funds/funds/list/allianz-income-and-growth-am-h2-jpy-jpy

Tags:
corporate bonds us equities

Ratings & reviews

star star star star star

3.75

2 votes
Performance:
starstarstarstarstar
4.38
Innovation:
starstarstarstarstar
3.13
Society:
starstarstarstarstar
2.50
Nature:
starstarstarstarstar
2.50
Toni Vukovic
Switzerland, 21 Mar 2024
star star star star star
Good performance, safe and deversified portfolio
Sergey Parfenov
Switzerland, 28 Mar 2025
star star star star star
North America

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Allianz Global Investors Fund - Allianz Income and Growth AMg2 (H2-CAD)
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Annual Return

-50%0%+50%

Risk level

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-0.40%CAD 11.24
Allianz Global Investors Fund - Allianz Income and Growth RM (H2-EUR)
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-0.41%EUR 97.78
Allianz Global Investors Fund - Allianz Income and Growth AT (H2-EUR)
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-0.42%EUR 157.74
Allianz Global Investors Fund - Allianz Income and Growth WT USD
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Allianz Global Investors Fund - Allianz Income and Growth AQ (H2-EUR)
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Allianz Global Investors Fund - Allianz Income and Growth AMg2 (H2-SGD)
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Allianz Global Investors Fund - Allianz Income and Growth AMg7 (H2-AUD)
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-0.39%AUD 7.92
Allianz Global Investors Fund - Allianz Income and Growth BMg7 (USD)
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Allianz Global Investors Fund - Allianz Income and Growth AT USD
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Allianz Global Investors Fund - Allianz Income and Growth AM (H2-CHF)
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