Allianz Global Investors Fund - Allianz Income and Growth AMi (H2-CHF) header image

Allianz Global Investors Fund - Allianz Income and Growth AMi (H2-CHF)

Fund

ISIN LU2756315409 / Valor 13310999

NAV (2025-12-05)
CHF 9.62+0.29%

Allianz Global Investors Fund - Allianz Income and Growth AMi (H2-CHF)
UMushroom community rating:

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3.78 3 votes No rating yet
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Allianz Income and Growth builds a portfolio mainly from US and Canadian corporate bonds and equities, keeping at least 70% of its assets in those stocks and/or corporate debt. It can hold up to 70% in equities, but may also be invested entirely in bonds (convertible bonds limited to 70% of assets). The fund may allocate up to 70% to high‑yield (below investment‑grade) debt—including up to 10% in defaulted securities—up to 30% to emerging‑market securities, up to 20% to asset‑backed or mortgage‑backed securities, and up to 25% in deposits and money‑market instruments (including up to 10% in money‑market funds).

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Tags:
corporate bonds us equities

Ratings & reviews

star star star star star

3.78

3 votes
Performance:
starstarstarstarstar
3.56
Innovation:
starstarstarstarstar
2.89
Society:
starstarstarstarstar
2.56
Nature:
starstarstarstarstar
2.56
Sergey Parfenov
Switzerland, 28 Mar 2025
star star star star star
North America
William Caton
United Kingdom, 03 Nov 2025
star star star star star
Balanced growth mix but modest upside and weak ESG integration
Toni Vukovic
Switzerland, 21 Mar 2024
star star star star star
Good performance, safe and deversified portfolio

OTHER SHARE CLASSES OF THIS FUND

Allianz Global Investors Fund - Allianz Income and Growth AMgi23 (H2-SGD)
Allianz Global Investors Fund - Allianz Income and Growth AMgi23 (H2-SGD) Allianz Global Investors Fund - Allianz Income and Growth AMgi23 (H2-SGD) Valor: 35536478
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Annual Return

-50%0%+50%

Risk level

110
0.29%SGD 12.26
Allianz Global Investors Fund - Allianz Income and Growth CT USD
Allianz Global Investors Fund - Allianz Income and Growth CT USD Allianz Global Investors Fund - Allianz Income and Growth CT USD Valor: 37084784
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.30%USD 17.60
Allianz Global Investors Fund - Allianz Income and Growth AMg2i (H2-SGD)
Allianz Global Investors Fund - Allianz Income and Growth AMg2i (H2-SGD) Allianz Global Investors Fund - Allianz Income and Growth AMg2i (H2-SGD) Valor: 13310999
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Annual Return

-50%0%+50%

Risk level

110
0.29%SGD 10.69
Allianz Global Investors Fund - Allianz Income and Growth AMi (CNY H2-CNH)
Allianz Global Investors Fund - Allianz Income and Growth AMi (CNY H2-CNH) Allianz Global Investors Fund - Allianz Income and Growth AMi (CNY H2-CNH) Valor: 13311052
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.30%CNY 9.90
Allianz Global Investors Fund - Allianz Income and Growth AMgi (H2-JPY)
Allianz Global Investors Fund - Allianz Income and Growth AMgi (H2-JPY) Allianz Global Investors Fund - Allianz Income and Growth AMgi (H2-JPY) Valor: 13384222
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.29%JPY 1,874.27
Allianz Global Investors Fund - Allianz Income and Growth BT9 USD
Allianz Global Investors Fund - Allianz Income and Growth BT9 USD Allianz Global Investors Fund - Allianz Income and Growth BT9 USD Valor: 13418062
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Annual Return

-50%0%+50%

Risk level

110
0.30%USD 11.67
Allianz Global Investors Fund - Allianz Income and Growth P USD
Allianz Global Investors Fund - Allianz Income and Growth P USD Allianz Global Investors Fund - Allianz Income and Growth P USD Valor: 23987570
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Annual Return

-50%0%+50%

Risk level

110
0.30%USD 1,865.15
Allianz Global Investors Fund - Allianz Income and Growth BMg7 (USD)
Allianz Global Investors Fund - Allianz Income and Growth BMg7 (USD) Allianz Global Investors Fund - Allianz Income and Growth BMg7 (USD) Valor: 57169846
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.30%USD 8.35
Allianz Global Investors Fund - Allianz Income and Growth P EUR
Allianz Global Investors Fund - Allianz Income and Growth P EUR Allianz Global Investors Fund - Allianz Income and Growth P EUR Valor: 23482622
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Annual Return

-50%0%+50%

Risk level

110
0.52%EUR 2,254.73
Allianz Global Investors Fund - Allianz Income and Growth AM JPY
Allianz Global Investors Fund - Allianz Income and Growth AM JPY Allianz Global Investors Fund - Allianz Income and Growth AM JPY Valor: 13577466
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Annual Return

-50%0%+50%

Risk level

110
0.36%JPY 2,026.77