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Allianz Best Styles US Equity - WT - USD

Ranked 189 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Michael Heldmann

Objective

The fund concentrates on the stocks of companies domiciled in the USA. Depending on the market situation, fund management may follow different investment styles when selecting single stocks or may broadly diversify the underlying investment style orientations. The fund's investment objective is to attain capital growth over the long-term. The fund management company charges a All-In-Fee which will be displayed as management fee.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.5% 3.9%
2016 8.2% -1.2% -0.8% 4.4% 5.7%
2015 -0.7% 0.8% -1.3% -7.2% 7.7%
2014 15.8% 2.3% 5.8% 0.9% 6.0%
2013 31.6% 11.9% 2.9% 3.8% 10.1%
2012 -2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date17/07/2012
  • Share Class size1,425Mn
  • Base currencyUSD
  • ISIN LU0788520384

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0

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