Allianz Global Investors Fund - Allianz Income and Growth WM USD
ISIN LU2929356173 / Valor 13957385
Allianz Global Investors Fund - Allianz Income and Growth WM USD
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Allianz Income and Growth mainly builds a portfolio of US and Canadian corporate bonds and equities, keeping at least 70% of its assets in those stocks and/or bonds (with equities capped around 70%). It can hold a full bond weighting (with convertible bonds limited to 70%), and it may include high‑yield (junk) debt — including lower‑rated or distressed issues (up to about 70% high‑yield overall and up to 10% in defaulted securities). The fund can also invest up to 30% in emerging‑market securities, up to 20% in asset‑backed or mortgage‑backed securities, and maintain up to about a quarter of assets in cash, deposits or money‑market instruments; at least roughly a quarter of the portfolio is kept in equity holdings so it functions as a mixed equity/bond fund.
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Sergey Parfenov
William Caton
Toni Vukovic
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