Allianz Global Investors, 04 Feb 2026
Excerpt from Allianz Global Investors report.
Report Summary
- Fund Focus: Allianz Global High Payout Fund
- Actionable Idea: The fund is recommended for income-focused investors seeking regular monthly payouts (over 5% yield in the past 12 months) and long-term capital growth through global equities.
- Highlights:
- The fund prioritises both sustainable income and capital growth by investing in world-class companies rather than solely high-dividend stocks.
- It converts both dividends and capital gains into consistent monthly payouts, outperforming peers and the MSCI World Index over 5 years.
- Annualised total return: 13.4% (5-year), yield: 5.5% (annualised).
- Top holdings: Nvidia, Apple, Microsoft, Alphabet, JPMorgan Chase, Amazon.
- The fund is market- and sector-neutral, with risk control and downside protection during market downturns.
- Recommended as a complement to traditional income assets (bonds, REITs) in a diversified portfolio.
- Action: Consider adding Allianz Global High Payout Fund for consistent income and equity growth exposure.
- Price: Allianz Global High Payout AM SGD – SGD 0.702; Allianz Global High Payout AM USD – USD 0.899
above is an excerpt from a report by Allianz Global Investors. Clients of Allianz Global Investors can be the first to access the full report from the Allianz Global Investors website : https://secure.fundsupermart.com/fsmone/article/rcms353180
