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Allianz US Equity Plus - AM - USD

Ranked 18 out of 69 in - US over 12 months
All calculations are in USD unless stated

Managed by

Doug Forsyth

Objective

The fund concentrates on stocks of companies domiciled in the U.S.A. In order to generate additional income, fund management may also selectively sell covered call options. The funds investment objective is to attain regular income and capital growth over the long-term.

Showing fund performance in Hong Kong View performance globally

Performance

US over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4% 6.1%
2017 24.3% 5.0% 3.3% 5.2% 9.0%
2016 3.4% 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Hong Kong
  3. Luxembourg

Fund Info

  • Launch date05/04/2016
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1366192091

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.80%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).