AllianzGI Convertible’s experienced team and effective process have delivered strong results over the long haul. The strategy’s cheaper share classes earn a Morningstar Analyst Rating of Silver while its more expensive offerings land at Bronze and Neutral.
Will ANZAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ANZAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ANZAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ANZAX’s parent organization’s priorities and whether they’re in line with investors’ interests.