Allianz Funds Multi-Strategy Trust - AllianzGI PerformanceFee Managed Futures Strategy Fund (APMPX)
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Allianz Funds Multi-Strategy Trust - AllianzGI PerformanceFee Managed Futures Strategy Fund
Allianz Funds Multi-strategy Trust
C/O Allianz Global Investors,1633 Broadway
New York NY 10019
800-498-5413
Management information
Claudio Marsala,Lead manager since 17 December 2017
Claudio Marsala is Head of Multi Asset US , a portfolio manager and a director with Allianz Global Investors, which he joined in 2001. As Head of Multi Asset US he manages multi-asset mandates for retail and institutional clients. Claudio previously led the quantitative efforts of the firm’s Multi Asset team in Italy, focusing on systematic multi-asset products. Before that, he worked in risk management. Claudio Marsala has worked in the of investment-industry since 2001. He has a degree in economics and financial markets from the University of Pisa in Italy, and a master’s degree in quantitative finance from the University of Turin.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategorySystematic Trend
Fund familyAllianz Global Investors
Net assets28.42M
YTD return-4.46%
Yield6.14%
Morningstar ratingN/A1
Inception date17 Dec 2017
Fund operations
Last dividend0.35
Last cap gain0.00
Holdings turnover42.00%
Average for categoryN/A
Fees and expenses
ExpenseAPMPXCategory average
Annual report expense ratio (net)0.31%1.68%
Prospectus net expense ratio0.31%N/A
Prospectus gross expense ratio1.17%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.64%
Max deferred sales loadN/A1.00%
3-yr expense projection286N/A
5-yr expense projection560N/A
10-yr expense projection1,344N/A
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