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Virtus AllianzGI Global Allocation P AGAPX

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Morningstar’s Analysis

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A Comanager Departure at AllianzGI Global Allocation Doesn't Change its Ratings

Analyst Note

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Effective Feb. 1, Rahul Malhotra, a comanager at Virtus AllianzGI Global Allocation (previously AllianzGI Global Allocation), left the firm to pursue an external opportunity. Malhotra had been listed on the strategy since 2013 and was in charge of its 10% sleeve allocated to managed futures. Claudio Marsala, who heads the global multi asset liquid alternatives team, has been listed on the strategy replacing Malhotra. Given the collegial and process-driven nature of this managed-futures sleeve, we don’t expect these changes to be disruptive. All other named comanagers are unchanged, as is our Average People rating on the strategy.

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