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Allianz US Equity Plus - AM - USD

Ranked 244 out of 882 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 globally. You can view performance in individual jurisdictions.

Performance

US over : 30/11/2016 - 30/11/2017
  • Rank 244/882 Total Return
  • Rank 240/882 Standard Deviation
  • Rank 1/882 Max Drawdown
Fund Name Currency Risk
240 ASR Fonds Amerika Fonds USD

4.4

240 Allianz US Equity Plus - AM - USD USD

4.4

240 IA Clarington Sarbit US Equity Cl UnHgd Sr A USD

4.4

240 LCL Actions USA ISR (Euro)

Currency exposure is hedged

Currency exposure is hedged

EUR

4.4

240 Renaissance US Equity Class A USD

4.4

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.0% 3.3% 5.2%
2016 3.4% 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong
  2. 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

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