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Allianz Dynamic Multi Asset Strategy 15 - I - EUR

Ranked 9 out of 99 in - Conservative EUR over 12 months
All calculations are in CHF unless stated

Managed by

Marcus Stahlhacke

Objective

The Fund's aim is long-term capital growth through investments in a broad range of asset classes, in particular in the global equity markets and European bond and money markets. Overall, the goal is to achieve over the medium-term a performance comparable to a balanced portfolio consisting of 15% global equity markets and 85% medium-term Euro bond markets. The fund management will specify a weighting of investments in bond-, money- or equity market oriented positions, based on an active asset allocation approach with volatility as a key input factor. Bonds in which the Fund invests must carry a rating of BBB- or better. The management charges All-In-Fee displayed as management fee.

Showing fund performance in Switzerland View performance globally

Performance

Conservative EUR over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7% -0.9%
2017 12.8% 0.1% 2.2% 5.7% 4.3%
2016 3.0% 2.1% 0.7% 2.8% -2.6%
2015 -8.7% -9.2% -4.5% 4.6% 0.6%
2014 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Luxembourg
  5. Switzerland

Fund Info

  • Launch date27/08/2014
  • Share Class size40Mn
  • Base currencyEUR
  • ISIN LU1089088154

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.64%
  • Initial investment0.00%

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