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You are here: Manager factsheet

Kazuyuki Terao

Allianz Global Investors UK, Allianz Global Investors Europ
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FE Trustnet verdict
Overall, performing better than the peer group composite. However, over a long track record, the manager has underperformed the peer group more often than not. Stockpicking has made a contribution to results, which have tended to be relatively better in a falling market.
Manager profile
Prior to joining Allianz Global Investors Japan, Kazuyuki was Senior Portfolio Manager in the Equity Portfolio Management Department of UFJ Partners Investment Trust Management. Kazuyuki has more than ten years of professional experience in the asset management business, including five years at Tokai Deutsche Morgan Grenfell in London, while his fund management achievements include being awarded the prize for “Excellent Fund” by Morningstar (Japan) in 2002. Kazuyuki earned his BA in Economics at Hitotsubashi University and is based in Tokyo. Kazuyuki has managed the Allianz Japan Fund since September 2004.
Total return for Kazuyuki Terao
 
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Kazuyuki Terao

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Kazuyuki Terao -1.6 31.9 -1.6 3.6 0.7 10.8 -22.1 1.3 5.2 33.8
Peer Group Composite -0.6 32.8 -5.5 3.8 0.9 12.8 -17.7 -8.3 2.9 26.9
Over / Under -1.0 -0.9 3.9 -0.2 -0.2 -2.0 -4.4 9.6 2.3 6.9
Performance vs peer group composite: Kazuyuki Terao
How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Allianz Japan Lead manager UT Japan since Sep 30 2004 to present
Allianz Japan Equity Lead manager FO Equity - Japan since Nov 01 2005 to present
Funds managed previously
Fund Periods
No previously managed funds