All about mutual funds 

Mutual funds: Tailor-made solutions for personal goals

Choosing from the wealth of different asset classes is not an easy task. Since saving accounts offer very little return, and investing directly into equities requires permanent personal attention, we recommend mutual funds. They combine the advantages of diversified investment forms.

Choosing Allianz Global Investors products, you will benefit from the wide range of fund options we offer. Depending on your financial goals and your personal risk tolerance, your financial advisor helps you to find solutions to suit your needs.

Broad range of investment categories

Thanks to our global network and extensive expertise, our clients can take their choice of investment categories. We offer equity and fixed income funds as well as money market and real estate funds. If you are interested in markets otherwise difficult to access, our other funds, e.g. emerging market funds, might be an interesting alternative for you.

Characteristic of all our products is the professional risk management we maintain. In composing broad portfolios, we ensure risk diversification. Moreover, by combining different bonds or equities in one fund, we can balance the ups or downs of individual securities and, accordingly, control risks even further.

Analysis of personal risk tolerance

Of course, you could purchase mutual funds directly from the fund manager. But employing the help of a professional advisor gives you the chance to find tailor-made solutions for your personal goals. By crafting an investment plan with the assistance of your advisor you yourself decide how much you want to invest into wealth-building monthly. Together with your advisor you analyze your personal risk tolerance and set up a time frame in order to identify your personal asset allocation strategy and your mutual fund mix. Likewise, you can suspend payments at any time or sell shares daily.