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Allianz Rentenfonds - A - EUR

Ranked 278 out of 524 in - Euro over 12 months
All calculations are in EUR unless stated

Managed by

Roberto Antonielli

Roberto Antonielli is currently a fixed income fund manager at Allianz Global Investors having joined the company in 1995. Roberto holds a bachelor's degree in Economics from the University of Pavia in Italy and an MSc in Economics and Econometrics from the University of Southampton. He is a CFA charterholder, and away from the office, Roberto enjoys soccer and skiing.

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 Euro-bonds with high credit rating. Up to 5 % of the fund assets is Euro hedged. Up to 10 % can be invested in developing markets. Duration of the portfolio, including derivatives is middle to long term. The aim of the fund is to achieve a market return. 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

Euro over : 31/10/2015 - 31/10/2016
  • Rank 278/524 Total Return
  • Rank 361/524 Standard Deviation
  • Rank 396/524 Max Drawdown
Fund Name Currency Return
277 KBC Renta Eurorenta Cap EUR

2.2%

278 Allianz Rentenfonds - A - EUR EUR

2.2%

279 Postbank Eurorent EUR

2.1%

279 Pictet CH-EUR Bonds-R EUR

2.1%

Fund Name Currency Loss
395 Allianz Euro Bond Plus C EUR

-2.1%

396 Saint Philippe Obligations C EUR

-2.1%

396 Allianz Rentenfonds - A - EUR EUR

-2.1%

396 OP-Obligaatio Tuotto A

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.1%

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 2.9% 1.3% 0.6%
2015 -0.4% 3.4% -5.1% 1.2% 0.3%
2014 11.3% 3.7% 2.8% 2.4% 2.0%
2013 1.5% 0.7% -1.3% 0.8% 1.3%
2012 14.7% 4.8% 1.7% 4.5% 3.0%
2011 1.8% -0.1% 1.5% -0.7% 1.1%
2010 4.6% 2.3% 2.6% 3.0% -3.3%
2009 7.6% -1.0% 2.9% 4.8% 0.7%
2008 6.3% 2.4% -2.0% 0.9% 5.1%
2007 0.0% 0.0% -1.9% 1.4% 0.5%
2006 -0.9% -1.8% -1.2% 3.0% -0.8%
2005 4.3% 1.0% 3.6% 0.3% -0.6%
2004 6.5% 2.9% -1.3% 2.6% 2.2%
2003 5.1% 1.8% 3.0% 0.2% 0.0%
2002 8.4% -0.4% 2.4% 3.9% 2.3%
2001 6.3% 2.5% 0.1% 2.8% 0.8%
2000 6.0% 0.8% 0.4% 1.2% 3.4%
1999 -2.2% 0.6% -1.2% -1.7% 0.1%
1998 10.9% 2.7% 1.6% 4.1% 2.1%
1997 6.5% 1.1% 2.6% 0.8% 1.8%
1996 7.1% 0.5% 0.9% 3.4% 2.1%
1995 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Iceland

Fund Info

  • Launch date16/04/1982
  • Share Class size1,909Mn
  • Base currencyEUR
  • ISIN DE0008471400

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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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).