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Allianz Euro Bond Short Term 1-3 Plus - CT - EUR

Ranked 219 out of 222 in - Euro Short Term over 12 months
All calculations are in EUR unless stated

Managed by

François Lepera

François Lepera obtained a Masters in Economics at the Université de Paris X – Nanterre. François has more than 25 years of experience in the financial industry. He began his career at JP Morgan in 1987, working in the domestic securities operator department. In 1989, he became a negotiator and went on to become a portfolio manager in 1989. He became head of the mutual fund team in July 2001, and currently manages Allianz Euro Bond Short Term 1-3+, Alz Euro Bond Plus and co-manages Alz Euro Bond Strategy, Alz Rentenfonds and Alz Reddito Euro. He enjoys running when he is not working.

Objective

The fund invests primarily in the short to medium-term segment of the Euro bond market with investment-grade rating. High-yield corporate bonds or emerging-market bonds, among others, may be added to the portfolio. Longer-term issues may be added if they fit the character of the portfolio. The average duration of the portfolio (median period for which capital is tied up) is to be between minus two and plus three years. Its investment objective is to attain an above-average return. 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

Euro Short Term over : 31/01/2017 - 31/01/2018
  • Rank 219/222 Total Return
  • Rank 163/222 Standard Deviation
  • Rank 216/222 Max Drawdown
Fund Name Currency Loss
214 DWS Vorsorge Rentenfonds 3Y EUR

-1.4%

215 Fonbusa, FI EUR

-1.5%

216 Allianz Euro Bond Short Term 1-3 Plus - CT - EUR EUR

-1.6%

217 IMGP Second EUR

-1.7%

218 ART CapaMi UI R EUR

-1.7%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 -1.6% -0.5% -0.3% -0.3% -0.5%
2016 -0.8% 0.1% -0.2% -0.2% -0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Italy
  4. Luxembourg

Fund Info

  • Launch date01/10/2015
  • Share Class size06Mn
  • Base currencyEUR
  • ISIN LU1221649186

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.06%
  • Initial investment5

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