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Allianz US Large Cap Growth - A - EUR

Ranked 261 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Karen Hiatt

Objective

The investment policy aims to generate capital growth in the long term by mainly investing in US equity markets within the investment principles with the focus on the acquisition of securities of larger companies (large caps) that the fund management considers to have high growth potential (growth stocks). The fund management company charges 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 8.5% 4.8%
2016 -0.2% -3.4% 0.9% 4.7% -2.2%
2015 9.8% 5.2% 2.2% -5.4% 7.9%
2014 9.0% 1.1% 3.7% 0.2% 3.7%
2013 38.2% 10.0% 1.3% 10.8% 12.0%
2012 7.0% 12.8% -5.1% 2.9% -2.9%
2011 -4.9% 5.0% -1.2% -15.1% 8.0%
2010 14.1% 5.3% -14.4% 11.9% 13.2%
2009 39.8% -2.6% 17.4% 16.2% 5.2%
2008 -43.5% -9.0% -5.6% -15.3% -22.3%
2007 12.1% 0.1% 5.6% 6.1% -0.1%
2006 7.1% 3.1% -2.7% 0.8% 6.0%
2005 9.5% -1.2% 3.2% 4.6% 2.7%
2004 3.6% -0.9% -1.1% -2.6% 8.5%
2003 24.4% -2.5% 12.2% 1.1% 12.6%
2002 -25.0% -1.3% -17.5% -11.5% 4.1%
2001 -20.8% -15.9% 5.4% -19.1% 10.4%
2000 -1.4% 4.8% -0.3% -2.3% -3.4%
1999 21.4% 5.5% 6.8% -7.2% 16.1%
1998 24.0% 12.7% 5.3% -17.5% 26.8%
1997 18.7% -1.8% 16.2% 3.9% 0.1%
1996 21.6% 6.6% 2.5% 2.6% 8.5%
1995 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany

Fund Info

  • Launch date11/01/1960
  • Share Class size65Mn
  • Base currencyEUR
  • ISIN DE0008475039

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.65%

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