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Allianz UK Equity Income A Inc

Ranked 7 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Simon Gergel

Simon Gergel graduated from Cambridge University with a degree in mathematics. He worked for 14 years at Phillips & Drew Fund Management/ UBS Asset Management where he was a UK equity portfolio manager and account director. He joined HSBC Halbis Partners in 2001 where he managed high income funds as well as core institutional and UK equity portfolios. Simon joined Allianz RCM in 2006 where he manages UK equity portfolios. He is an associate of the UK Society of Investment Professionals.

Objective

The Fund aims to achieve high and increasing income together with capital growth. The ACD aims to achieve the investment objective by investing in securities listed on the London Stock Exchange although it may invest internationally and in all economic sectors.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.1%
2017 14.6% 3.7% 2.4% 4.2% 3.5%
2016 7.5% -3.3% -2.3% 9.2% 4.2%
2015 3.5% 6.8% -0.7% -6.7% 4.6%
2014 0.2% -0.3% 2.5% -3.0% 1.1%
2013 25.3% 10.3% 2.8% 5.5% 4.8%
2012 16.1% 5.6% -1.4% 7.5% 3.8%
2011 -3.7% 0.4% 1.1% -10.8% 6.4%
2010 15.1% 4.7% -9.4% 12.9% 7.4%
2009 25.0% -13.3% 13.7% 22.0% 4.0%
2008 -29.8% -9.5% -4.4% -12.5% -7.4%
2007 1.1% 2.3% 3.2% -1.5% -2.6%
2006 18.3% 9.6% -2.0% 4.7% 5.3%
2005 20.8% 2.8% 6.1% 6.1% 4.5%
2004 14.7% 0.8% 3.2% 3.8% 6.3%
2003 18.5% -6.0% 13.6% 3.5% 7.2%
2002 -15.6% 6.2% -8.4% -16.1% 3.3%
2001 -3.3% -4.6% 6.0% -13.7% 10.8%
2000 -9.5% -4.8% -7.0% -1.0% 3.2%
1999 31.5% 12.3% 2.3% -4.7% 20.2%
1998 13.3% 16.1% -3.0% -11.3% 13.4%
1997 28.9% 6.6% 7.4% 13.8% -1.0%
1996 17.4% 2.4% 3.8% 3.8% 6.5%
1995 4.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/06/2002
  • Share Class size64Mn
  • Base currencyGBX
  • ISIN GB0031383952

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.25%

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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).