Allianz Global Floating Rate Notes Plus

Investment team

The fund is managed by Jonathan Yip who is supported by an experienced team of global specialists.
 

Summary The team has over 30 years of managing global floating rate notes, being one of the pioneers of global fixed income investing back in the 1980s, and started investing in the credit world back in the 1990s when the global credit markets incepted along with the euro in 1999 The fund is managed by Jonathan Yip who is a member of the wider Global Fixed Income team. The team has invested in global floating rate notes since 1998 and is embedded into the global specialist platform of AllianzGI and therefore has access to relevant information on companies and markets around the world. The team currently manages over USD 2 billion AUM1 in floating-rate bonds across a variety of strategies and mandate types. 1 As at 31/03/2018.

Jonathan Yip, CFA Lead Portfolio Manager, Head of Global Investment Grade Credit

Jonathan joined AllianzGI in 2016 following the acquisition and integration of Rogge Global Partners, which he joined in 2011. He is responsible for overseeing the global investment grade, financial and securitised credit strategies and has over 19 years of investment-industry experience. While working at Rogge Global Partners, Jonathan was a senior partner and global investment grade portfolio manager, and prior to that he was a credit analyst covering financials. Prior to this, he held roles as both a credit portfolio manager focusing on investment grade, high yield, and emerging market strategies, and a credit analyst covering financials and industrials at PIMCO. Jonathan has an M.B.A. with a concentration in analytical finance and economics from The University of Chicago Booth School of Business and is a CFA charter holder.

Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors might not get back the full amount invested.

Investing in fixed income instruments may expose investors to various risks, including but not limited to creditworthiness, interest rate, liquidity and restricted flexibility risks. Changes to the economic environment and market conditions may affect these risks, resulting in an adverse effect to the value of the investment. During periods of rising nominal interest rates, the values of fixed income instruments (including short positions with respect to fixed income instruments) are generally expected to decline. Conversely, during periods of declining interest rates, the values of these instruments are generally expected to rise. Liquidity risk may possibly delay or prevent account withdrawals or redemptions.

Past performance is not a reliable indicator of future results. If the currency in which the past performance is displayed differs from the currency of the country in which the investor resides, then the investor should be aware that due to the exchange rate fluctuations the performance shown may be higher or lower if converted into the investor’s local currency.

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