Note: Dividend payments may, at the sole discretion of the Investment Manager, be made out of the Fund’s capital or effectively out of the Fund’s capital which represents a return or withdrawal of part of the amount investors originally invested and/or capital gains attributable to the original investment. This may result in an immediate decrease in the NAV per share and the capital of the Fund available for investment in the future and capital growth may be reduced, in particular for hedged share classes for which the distribution amount and NAV of any hedged share classes (HSC) may be adversely affected by differences in the interests rates of the reference currency of the HSC and the base currency of the Fund.
The AllianzGI income and growth investment team consists of specialists in various investment fields. Over the years, the tight-knit team has built a unified vision and goal, ensuring a consistent investment strategy that drives the team’s stellar performance.
Assets Under Management (AUM) reaches USD 49.4 billion
Source: AllianzGI, as of 30 September 2020. The above AUM may include assets in both the discretionary and non-discretionary accounts, therefore it may exceed the total value of the portfolio.
Established in 1994, the AllianzGI income and growth investment team consists of well-regarded, long-tenured members, which ensures a consistent investment strategy and decision making. The team’s current five core members each possesses specific investment specialties, including high yield bonds, convertible bonds, equities and options.
The team, under the leadership of chief investment officer US Income & Growth Strategies Doug Forsyth, started with a strategic focus on high yield bonds. Over time, he has discovered that investing in a company through different asset classes could unleash a variety of opportunities and potential returns.
Since then, Doug Forsyth has incorporated varied income sources to the team’s investment strategy, targeting an improved risk-and-return balance portfolio. The team’s integrated investment process blends different asset classes and enhances the efficiency of a diversified asset allocation.
The team embodies investment specialists in various asset classes. Together, the team has created a sophisticated diversified investment strategy proved to withstand market fluctuations and economic cycles. The team manages the following areas: income and growth strategy, high yield bonds, short duration high income bonds, and convertible bonds.
Doug Forsyth chief investment officer US Income & Growth Strategies
Core members of AllianzGI income and growth investment team, from the left: David Oberto (high yield bonds expert); Michael Yee (stock and option expert); Doug Forsyth (chief investment officer of US Income and Growth Strategies); Justin Kass (convertible bond expert); William Stickney (high yield bond expert).