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All data as of 03/31/13, unless otherwise indicated.
Managed Accounts

Allianz Multi-Firm CDP w/Mid-Cap Growth VI

Objective
A portfolio that combines domestic large-cap growth, large-cap value and mid-cap growth equity or small cap value, and international value equity strategies into one diversified, managed account.

Strategy Overview

Highlights

  • Disciplined rebalancing to maintain diversified asset allocation strategy
  • Multiple investment managers who are experts in their respective disciplines
  • Single, integrated managed account
  • Relatively low minimum investment

 

Portfolio Construction

 

Process & Philosophy

BEST OF BOTH WORLDS: MULTIPLE MANAGERS, ONE MANAGED ACCOUNT

Available through the Merrill Lynch Consults service, Allianz Global Investors Multi-Firm Consults Diversified Portfolios (CDPs) enable investors to implement an asset allocation strategy using multiple independent investment managers within one integrated account. These portfolios offer your clients a number of valuable benefits:

  • Low relative volatility-Low standard deviation compared to similar portfolios in each risk category over the last 5 years.
  • Strong dividend yield-Dividend-focused deep value approach employed in managing value portions of the portfolio gives overall portfolio an attractive dividend yield and low P/E ratio relative to the benchmark.
  • Market cap diversification-Exposure to small-, mid- and large-cap stocks.

 

COST-EFFECTIVE IMPLEMENTATION

Importantly, investors can access Allianz Global Investors CDPs for a minimum investment that is lower than would be required to open individual accounts with each underlying investment manager.
 

THE SMART ADMINISTRATION ADVANTAGE

Allianz Global Investors Multi-Firm CDPs offer the advantages of integrated "Smart Administration":

  • Disciplined rebalancing-Portfolios are generally rebalanced to the target allocation once per calendar year. Similar rebalancing will also occur should the allocation to a particular style fall below or rise above established allocation ranges.
  • Streamlined trading-Trades for all managers are conducted on a single platform to consolidate orders, avoid wash sales and realize trading efficiencies.
  • Centralized account management-Investors can avoid or limit exposure to specific stocks/sectors and achieve tax management across all sub-portfolios.

 

ACCESS TO A RANGE OF WORLD-CLASS INVESTMENT MANAGERS

Through its Multi-Firm CDPs, Allianz Global Investors offers you and your clients access to the specialized expertise of respected, independent investment firms, each with a firm-wide commitment to a specific investment style.

 

Allianz Global Investors Managed Accounts LLC merged into Allianz Global Investors U.S. LLC on January 1, 2013.
This is not an offer or solicitation for the purchase or sale of any financial instrument. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities.

The managed account strategies described here are offered by Allianz Global Investors U.S. LLC and are available exclusively through financial professionals. Participation is restricted to accounts with a minimum asset level and may not be suitable for all investors. For more information, contact your financial advisor. Financial professionals seeking more information should contact their managed accounts department or Allianz Global Investors.
Managed Account Advisors LLC, a Merrill Lynch affiliate, manages the Merrill Lynch Multi-Firm Consults Diversified Portfolio (CDP) VI accounts on a discretionary basis using model portfolios developed by the sub-advisors as a guide. Accounts opened prior to 4/1/10 were previously managed on a discretionary basis by Allianz Global Investors Managed Accounts using model portfolios developed by the sub-advisors as a guide.

The allocation of the underlying securities is dynamic. No representation is being made that rebalancing will be timely or have a positive impact on the Portfolio. Hypothetical testing used to help construct this allocation did not take into consideration market conditions, trading costs associated with rebalancing and certain other factors. Smart Administration should not be a substitute for financial advice with respect to changes in an investor�s personal financial situation.

Investment Risks: Investing in securities entails risk. When investing in value securities, the market may not necessarily have the same value assessment as the manager, and, therefore, the performance of the securities may decline. Investments in smaller companies may be more volatile than investments in larger companies. Investing in non-U.S. securities entails additional risks, including political and economic risk and the risk of currency fluctuations; these risks may be enhanced in emerging markets. Diversification does not ensure against loss.
 


CLICK TO VIEW OUR BUSINESS CONTINUITY PLAN, PROXY POLICIES & VOTING RECORDS, OR OUR PRIVACY POLICY.

Allianz Global Investors U.S. LLC, 1633 Broadway, New York, NY 10019-7585.
 
AGI-2012-12-27-5417
Copyright AllianzGI 2013. All Rights Reserved.
Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED

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