Allianz Global Investors: Analysis and opinions

Allianz Global Investors: Analysis and opinions

What is Allianz?

Allianz is a leading global insurance and financial services company. Founded in 1890 in Germany, Allianz is one of the world’s largest insurance companies, operating in more than 70 countries. It offers a wide range of products and services, including life insurance, health insurance, property and casualty insurance, auto insurance, travel insurance, asset management, and banking services.
In addition to insurance, Allianz also offers asset management services through its subsidiary Allianz Global Investors, and banking services through its subsidiary bank, Allianz Bank.

Investment Philosophy and Strategy of Allianz Global Investors

Allianz Global Investors is the asset management subsidiary of Allianz and has its own investment strategy. The investment strategy that has been characteristic of Allianz Global Investors is the following:
  1. Active approach and research-based management: Allianz Global Investors employs an active investment management approach, which means that its investment management team conducts extensive research and seeks to identify investment opportunities that create added value. They use fundamental and quantitative analysis to evaluate assets and make informed investment decisions.
  2. Long-term outlook: Allianz Global Investors’ investment strategy focuses on the long-term horizon. They look for investments that can generate sustainable returns over time and avoid decisions based on short-term market movements. Their goal is to build balanced and diversified portfolios that can deliver consistent results over the long term.
  3. Multi-Asset Approach and Diversification – Allianz Global Investors employs a multi-asset approach to portfolio construction, which means that it looks for investment opportunities across different asset classes, such as stocks, bonds, real estate, and other financial instruments. In addition, they seek adequate diversification within each asset class to manage risk efficiently.
  4. Integration of ESG criteria: Allianz Global Investors has increasingly incorporated environmental, social, and governance (ESG) considerations into its investment decision-making process. They consider relevant ESG factors in assessing risks and investment opportunities and seek to invest in companies that demonstrate good practices in sustainability and corporate responsibility.
  5. Global focus and local expertise: Allianz Global Investors leverages its global presence and the expertise of its local teams in different markets to identify investment opportunities around the world. Their global approach allows them to take advantage of trends and investment opportunities in different regions and sectors.
Next, we will see which are the best Allianz GI investment funds in terms of profitability obtained over 3 years, in the main categories: Variable Income, Mixed Income, and Fixed Income.

Allianz Global Investors’ best investment funds by 3-year return

Below are the best funds from Allianz GI:
  1. Allianz Global Metals and Mining AT EUR
  2. Allianz Global Investors Fund – Allianz Japan Equity AT (H-EUR)
  3. Allianz Global Investors Fund – Allianz Best Styles Euroland Equity AT EUR
As you can see later, these coincide with those of variable income.

Best Allianz Global Investors Equity Funds

These are the best equity funds:
  1. Allianz Global Metals and Mining AT EUR
  2. Allianz Global Investors Fund – Allianz Japan Equity AT (H-EUR)
  3. Allianz Global Investors Fund – Allianz Best Styles Euroland Equity AT EUR

Allianz Global Investors Fund – Allianz Global Metals and Mining AT EUR

This fund belongs to the equity category of the natural resources sector. Invests at least 70% of its assets directly or through derivatives in equity securities that should benefit at least in part directly or indirectly from the exploration, extraction, or processing of natural resources.These include non-ferrous metals (eg, nickel, copper, and aluminum), iron and other minerals, steel, coal, precious metals (eg, gold or platinum), diamonds, or industrial salts and minerals ( eg, sulfur).

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Among the funds and sectors where it invests the most, the following stand out:

Region
%
Sector
%
Canada
22.19
Materials
95.01
Australia
19.61
Industry
3.21
United Kingdom
11.60
Energy
1.78

As can be seen, most of its assets are invested in the basic materials sector, with special emphasis on Canada and Australasia.

As for their returns, they are as follows:
  • One-year return: 8.60%
  • Annualized 3-year return: 15.20%
  • Annualized 5-year return: 6.98%
Graphically:

The fund’s growth has been constant until 2022 when it registered a sharp drop from which it is still being put together.

Regarding the risk and volatility of the fund, they are as follows:
Risk: 6 out of 7
Volatility: 26.35%
Sharpe ratio: -0.33

Allianz Global Investors Fund – Allianz Japan Equity AT (H-EUR)

This is a geographic fund belonging to equities, with a special focus on Japan. The fund invests in large-cap companies in Japan.
Among the funds and sectors where it invests the most, the following stand out:
Region
%
Sector
%
Japan
100
Industry
30.87
Technology
14.22
Cyclical Consumption
12.87
  • One-year return: 26.51%
  • Annualized 3-year return: 15.36%
  • Annualized 5-year return: 6.15%
Graphically:

Regarding the risk and volatility of the fund, they are as follows:

Risk: 6 out of 7
Volatility: 12.20%
Sharpe Ratio: 0.57

Allianz Global Investors Fund – Allianz Best Styles Euroland Equity AT EUR

This is an equity mutual fund with large-cap companies.The manager selects stocks based on a combination of fundamental and quantitative risk management analysis. Within this framework, and depending on the market situation, the fund manager may focus on one or more different investment styles or diversify such investment styles. To achieve additional returns, the fund manager may also bear the foreign currency risks separately from the currencies of the OECD Member States.

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Among the funds and sectors where it invests the most, the following stand out:

Region
%
Sector
%
Eurozone
97.41
serv. financial
15.52
Developed Asia
1.54
Cyclical Consumption
14.44
USA
0.94
Industry
14.03
  • One-year return: 24.65%
  • Annualized 3-year return: 11.00%
  • Annualized 5-year return: 4.62%
Graphically:
Regarding the risk and volatility of the fund, they are as follows:
Risk: 6 out of 7
Volatility: 20.69%
Sharpe ratio: 0.47

Best Mixed Income Funds from Allianz Global Investors

List of best mixed-income funds:
  1. Allianz Dynamic Multi Asset Strategy SRI 75 AT EUR
  2. Allianz Dynamic Multi Asset Strategy SRI 50 AT EUR
  3. Allianz Income and Growth A (H2-EUR)

Allianz Dynamic Multi Asset Strategy SRI 75 AT EUR

The fund belongs to the category of aggressive mixed in euros.
Your goal is to gain long-term recapitalization by investing in a wide variety of different assets. The fund’s assets invest approximately 75% in equities and 25% in fixed income.
Among the funds and sectors where it invests the most, the following stand out:
Region
%
Sector
%
USA
42.28
Technology
19.07
Eurozone
19.75
Health
16.29
Japan
9.22
serv. financial
13.41
  • One-year return: 4.89%
  • Annualized 3-year return: 9.99%
  • Annualized 5-year return: 5.41%
Graphically:

Regarding the risk and volatility of the fund, they are as follows:

Risk: 5 out of 7
Volatility: -11.74%
Sharpe ratio: -0.72

Allianz Dynamic Multi Asset Strategy SRI 50 AT EUR

The fund belongs to the category of aggressive mixed in euros.
Your goal is to gain long-term recapitalization by investing in a wide variety of different assets. The fund’s assets invest approximately 50% in equities and 50% in fixed income.
Among the funds and sectors where it invests the most, the following stand out:
Region
%
Sector
%
USA
42.69
Technology
19.14
Eurozone
17.13
Cyclical Consumption
16.23
Canada
9.19
Health
13.49
  • One-year return: 4.37%
  • Annualized 3-year return: 4.81%
  • Annualized 5-year return: 2.68%
Graphically:

Regarding the risk and volatility of the fund, they are as follows:

Risk: 4 out of 7
Volatility: 9.92%
Sharpe Ratio: -1.06

Allianz Income and Growth A (H2-EUR)

The fund belongs to the moderate euro mixed category, which invests globally.
Up to 70% of the fund’s assets may be invested in convertible fixed-income securities, collateralized fixed-income securities, as well as so-called high-yield fixed-income securities, which typically carry higher risk and are potentially greater than Profits. At least 80% of the fund’s assets must be invested in assets issued by companies headquartered in the US or Canada and whose redemption is guaranteed by that company.
Among the funds and sectors where it invests the most, the following stand out:
Region
%
Sector
%
USA
99.59
Technology
29.88
Eurozone
0.21
Cyclical Consumption
15.16
Canada
0.08
Health
12.85
  • One-year return: 7.93%
  • Annualized 3-year return: 2.95%
  • Annualized 5-year return: 2.86%
Graphically:

Regarding the risk and volatility of the fund, they are as follows:

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Risk: 5 out of 7
Volatility: 14.68%
Sharpe ratio: -0.56

Best Fixed Income Funds from Allianz Global Investors

List of the best fixed-income funds:
  1. Allianz Renminbi Fixed Income CT (H2-EUR)
  2. Allianz US Short Duration High Income Bond AT (H2-EUR)
  3. Allianz Global Floating Rate Notes Plus AT (H2-EUR)

Allianz Renminbi Fixed Income CT (H2-EUR)

The fund belongs to the fixed-income category in euros.The fund aims to generate returns in the Chinese yuan over the long term. It invests primarily in Chinese yuan-denominated assets issued in Hong Kong and in jurisdictions other than China. Assets and liabilities not denominated in Chinese Yuan may only exceed 30% of the fund’s assets if the amount over this limit is hedged.

His main positions include the following:

Position
%
China (People’s Republic Of) 2.64%
27.40
China (People’s Republic Of) 2.88%
18.28
China (People’s Republic Of) 2.79%
9.16
  • One-year return: 1.75%
  • Annualized 3-year return: 3.51%
  • Annualized 5-year return: 0.59%
Graphically:

Regarding the risk and volatility of the fund, they are as follows:

Risk: 3 out of 7
Volatility: 2.68%
Sharpe ratio: -0.48

Allianz US Short Duration High Income Bond AT (H2-EUR)

The fund belongs to the global fixed-income category.
Invests in short-term, high-yield corporate bonds from the US market.
His main positions include:
Position
%
Connect Finco SARL
3.16
Uber Technologies Inc. 8%
3.01
New Fortress Energy Inc. 6.75%
2.98
  • One-year return: 2.47%
  • Annualized 3-year return: 2.88%
  • Annualized 5-year return: 0.37%
Graphically:

Regarding the risk and volatility of the fund, they are as follows:

Risk: 4 out of 7
Volatility: 7.46%
Sharpe ratio: -0.35

Allianz Global Floating Rate Notes Plus AT (H2-EUR)

The fund belongs to the fixed-income category in euros.
Invests predominantly in floating rate notes, which are bonds that have a floating coupon equal to a reference money market rate, such as LIBOR or federal funds rate, plus a quoted spread.
Among the positions where he invests the most, the following stand out:
Position
%
GA Global Funding Trust 5.91323%
2.22
Verizon Communications Inc. 5.61%
2.19
Societe Generale SA 5.66845%
2.19
  • One-year return: 1.46%
  • Annualized 3-year return: 1.09%
  • Annualized 5-year return: -0.49%
Graphically:

Regarding the risk and volatility of the fund, they are as follows:

Risk: 3 out of 7
Volatility: 2.32%
Sharpe ratio: -0.05

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