Funds Details
Disclaimer
All information given is based on or derived from sources believed to be reliable and is provided solely for information purposes. No representation or warranty is made that it is accurate or complete. Such information shall not constitute or be deemed as an offer or a solicitation of an offer to buy or sell the funds mentioned herein, and no offers or sales of these funds will be made in jurisdictions where such offers or sales are not authorized, qualified or exempt from regulation. All these funds have been authorized for sale in Hong Kong by the SFC but this does not imply any form of investment recommendation.

The price of funds as well as any income from them may go down as well as up. Past performance is no guarantee of future performance. Potential investors should refer to the offering documents for further fund details and the risks involved.
Allianz Income and Growth AT H2 EUR
Fund Performance
Data Updated On --
NAV Trend
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
Calendar Returns
Year
Return(%)
Top 10 Holdings
Data Updated On 2025.03.31
[{"name":"NVIDIA Corp","y":1.78},{"name":"Apple Inc","y":1.76},{"name":"Microsoft Corp","y":1.44},{"name":"Amazon.com Inc","y":1.41},{"name":"Wells Fargo \u0026 Co 7 1/2 % Non Cum Perp Conv Pfd Shs -A- Series -L-","y":1.04},{"name":"Meta Platforms Inc Class A","y":0.95},{"name":"Welltower OP LLC 3.125%","y":0.93},{"name":"Mastercard Inc Class A","y":0.90},{"name":"Tenet Healthcare Corporation 6.125%","y":0.87},{"name":"Global Payments Inc 1.5%","y":0.75}]
Item
Percentages
1. NVIDIA Corp
1.78
2. Apple Inc
1.76
3. Microsoft Corp
1.44
4. Amazon.com Inc
1.41
5. Wells Fargo & Co 7 1/2 % Non Cum Perp Conv Pfd Shs -A- Series -L-
1.04
6. Meta Platforms Inc Class A
0.95
7. Welltower OP LLC 3.125%
0.93
8. Mastercard Inc Class A
0.90
9. Tenet Healthcare Corporation 6.125%
0.87
10. Global Payments Inc 1.5%
0.75
Fund Information
Data Updated On 2025.04.27
Investment Objective
Long term capital growth and income by investing in corporate Debt Securities and Equities of US and/or Canadian equity and bond markets.
Key Facts
ISIN
LU1070113664
Asset Class
Multi Asset Fund
Fund Category
EUR Moderate Allocation - Global
Geography
United States of America
Risk Rating
High
Morningstar Rating
Currency
EUR
Fund Size
USD 49,482,510,418.00
Price
154.68
Nav Date
2025.04.25
Change(%)
0.63
Net Asset Value
154.68
Fluctuation(%)
--
Sharpe Ratio 1 Year(%)
-0.31
Dividend Option
--
Dividend Yield(%)
--
Ex-Dividend Date
--
Other Detail
Dealing Frequency/Dealing cutoff Time
Daily/14:30
Fund House
Allianz Global Investors Asia Pacific Limited
Establish Date
2014.08.12
Fund Manager
David Oberto
Fund Manager (Start Date)
2022.03.01
Fund Manager Intro
David Oberto is a lead portfolio manager, income and growth at Voya Investment Management. Prior to joining Voya, he was a portfolio manager and director at Allianz Global Investors, where he held portfolio management, research and trading responsibilities for the income and growth strategies team. and served as portfolio manager for the U.S. High Yield Bond strategy and was also responsible for managing multiple closed-end and open-end mutual funds. Prior to that, he was a portfolio administrator, a credit default swaps (CDS) account manager and a trade-closer at Bain Capital. David earned a BSBA with a concentration in finance and a minor in economics from Fordham University and an MS in finance from the D'Amore-McKim School of Business at Northeastern University.
Cost
Max Handling Fee(%)
5.00
Fund Switching Fee(%)
--
*Not applicable to funds*
Management Fee(%)
1.50
Performance Fee(%)
--
Min Redemption Fee(%)
--
Dividend History
Ex-Dividend Date
Dividend per Share
Annualized Yield (%)
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