Allianz Global Investors Fund - Allianz Income and Growth WM (H2-EUR)
ISIN LU3317469677 / Valor null
Allianz Global Investors Fund - Allianz Income and Growth WM (H2-EUR)
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Allianz Income and Growth builds a portfolio of U.S. and Canadian corporate bonds and stocks, keeping at least 70% of its assets in those equities and/or corporate debt; it can hold up to 70% in equities (or be entirely in bonds, with convertibles capped at 70%). The fund may take higher‑risk positions—up to 70% in high‑yield (including lower‑rated issues and up to 10% defaulted securities), up to 30% in emerging‑market holdings, up to 20% in asset‑backed or mortgage‑backed securities, and up to 25% in cash, deposits or money‑market instruments (including up to 10% in money‑market funds); non‑USD exposure is limited to 20%. At least 25% of the portfolio is held directly in equities, so it’s treated as a mixed equity-and-bond fund.
Ratings & reviews
Sergey Parfenov
William Caton
Ronin Lim
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