Virtus AllianzGI Convertible's strong leadership and effective process have contributed to top-tier results over the long term. The strategy's cheapest share class earns a Morningstar Analyst Rating of Gold, while its more expensive share classes warrant Silver, Bronze, and Neutral ratings.
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.