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Future Financial Preparations: Essential Funds to Consider for Long-Term Planning (06/21)

Web platform showcases investment funds with a track record of at least three years, boasting a combined value of over 100 million euros, and receiving 4 or 5-star ratings from Morningstar, attracting interest from major investors.

Future Financial Reliance: Essential Funds You Should Prepare for Ahead
Future Financial Reliance: Essential Funds You Should Prepare for Ahead

Future Financial Preparations: Essential Funds to Consider for Long-Term Planning (06/21)

The Allianz GEM Equity High Dividend fund, launched on May 29, 2007, continues to be a popular choice among institutional investors, with most of its identified share classes still catering primarily to this market segment.

While the fund recently paid a dividend of 0.05356 USD per share as of the ex-dividend date 15 July 2025, comprehensive performance and volatility data for this fund across specific timeframes remain elusive. The search results do not provide explicit or historical performance metrics (returns) or volatility statistics (standard deviation, beta, Sharpe ratio) for the Allianz GEM Equity High Dividend fund.

Similarly, information on the fund's trading volume or volume trends over time since 2007 is not readily available in the search results. To obtain detailed performance and volatility statistics for this fund, plus volume data since launch, consulting Allianz Global Investors' official fund factsheets, performance reports, or financial data platforms (e.g., Morningstar, Bloomberg) would be necessary.

However, the fund Allianz GEM Equity High Dividend has surpassed the 100 million euro volume threshold, with its volume at the end of May 2021 standing at 102 million euros, an increase from previous volumes. Interestingly, the average volume over six months was 93 million euros, a figure not previously mentioned.

The Allianz GEM Equity High Dividend fund, managed by Allianz Global Investors, falls under the Global Emerging Markets Equity Funds peer group. As of the latest analysis, the fund has a Morningstar rating of 4 Stars.

The analysis, conducted by a reputable source such as Morningstar, includes all funds whose oldest share class was launched between April 30, 2018, and June 1, 2018, and have a volume of at least 100 million euros and a Morningstar rating of 4 or 5 stars. The Allianz GEM Equity High Dividend fund is among the funds included in this analysis.

It's essential to note that past performance does not guarantee future results, a standard disclaimer in fund disclosures. Investors are advised to consult official fund factsheets, performance reports, or financial data platforms for the most accurate and up-to-date information.

The finance industry shows an ongoing enthusiasm for the Allianz GEM Equity High Dividend fund, as it caters primarily to institutional investors in the business sector. Despite the availability of its current trading volume data, detailed performance and volatility statistics for this fund over specific timeframes remain absent from search results, necessitating consultation of official fund factsheets or financial data platforms for thorough information.

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