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Allianz Europa Obligatie Fonds

Ranked 16 out of 44 in - EuroZone over 12 months
All calculations are in EUR unless stated

Managed by

Robbert Sandbergen

Robbert Sandbergen was born in Netherlands in 1962. He obtained his doctorate in economics from Vrije Universiteit specialising in exchange rates and currency management in international pension funds. He is also a member of the Dutch Analysts Association and the Dutch Securities Institute. Robbert started his career as a research member of the economic bureau at Fortis Bank in 1989. Two years later he joined Harbour & Transport Pension Fund as an economic research analyst in asset and liability management, before becoming fixed income portfolio manager. Robbert subsequently held senior fixed income portfolio manager positions at Gist Brocades Pension Fund and Allianz Nederland Groep. He is currently based at Allianz Global Investors in Rotterdam and runs European and global bond funds. Taking into account macroeconomic and fundamental factors, Robbert uses cash and futures to supplement his tactically-biased strategy. Outside of fund management Robbert enjoys football and has a keen interest in Saab automobiles.

Rolf Vesters

Objective

The Fund invests primarily in debt securities that are listed on stock exchanges in the countries that are part of the European Monetary Union, preferably in loans from governments of those countries. The minimum required rating for government bonds BBB-.

Showing fund performance in Netherlands View performance globally

Performance

EuroZone over : 31/10/2016 - 31/10/2017
  • Rank 16/44 Total Return
  • Rank 43/44 Standard Deviation
  • Rank 38/44 Max Drawdown
Fund Name Currency Loss
36 Candriam Bonds Euro Govt Investment Grade C Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.2%

37 Natixis Souverains Euro RC EUR

-3.2%

38 Allianz Europa Obligatie Fonds EUR

-3.2%

39 Deutsche Invest I Euro-Gov Bonds LC EUR

-3.2%

40 Candriam Bonds Euro Government C Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.3%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -1.5% 0.7% 0.7%
2016 3.1% 3.5% 2.3% 0.8% -3.4%
2015 0.9% 4.3% -6.2% 2.5% 0.7%
2014 14.6% 4.2% 3.7% 3.3% 2.8%
2013 2.0% -0.1% -0.6% 1.2% 1.5%
2012 11.2% 3.2% 0.8% 4.0% 2.9%
2011 4.4% -1.5% 1.7% 4.5% -0.3%
2010 2.3% 2.4% 1.2% 2.4% -3.6%
2009 4.4% 0.4% 0.9% 3.0% 0.0%
2008 4.5% 1.6% -2.6% 2.3% 3.2%
2007 1.0% 0.2% -1.9% 1.8% 1.0%
2006 -0.9% -2.0% -0.8% 2.5% -0.5%
2005 4.3% 1.0% 3.5% 0.2% -0.4%
2004 6.6% 2.8% -1.1% 2.1% 2.7%
2003 3.4% 1.7% 2.3% 0.1% -0.7%
2002 9.2% -0.7% 3.0% 4.7% 1.9%
2001 5.2% 1.9% -0.6% 3.0% 0.8%
2000 7.0% 2.0% 0.5% 1.0% 3.4%
1999 -3.4% 0.3% -1.8% -2.2% 0.4%
1998 11.3% 3.0% 1.5% 4.2% 2.3%
1997 8.3% 1.5% 3.5% 1.2% 1.9%
1996 8.9% -0.3% 2.1% 3.8% 3.1%
1995 5.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Netherlands

Fund Info

  • Launch date26/04/1972
  • Share Class size666Mn
  • Base currencyEUR
  • ISIN NL0000286904

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.65%

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