Flexible Allocation

 

Amundi US Multi-Asset Income Strategy¹

Our Amundi US Multi-Asset Income Strategy¹ seeks to obtain a high level of current income with capital appreciation as a secondary objective.

                              

                        

                       

   

Our Amundi US Multi-Asset Income Strategy seeks to provide high current monthly income relative to the broad market through a diversified2 portfolio of income producing stocks and bonds. In an effort to enhance income potential, the Strategy also diversifies geographically—investing in domestic, international and emerging markets.

1Effective September 30, 2022, the Amundi Pioneer Multi-Asset Income Strategy was renamed to Amundi US Multi-Asset Income Strategy.

2Diversification does not guarantee a profit or protect against a loss.

Marco Pirondini

Senior Managing Director
Head of Equities, US
Portfolio Manager 

Biography

Michele Garau

Senior Vice President
Portfolio Manager  

Biography

Howard Weiss, CFA

Senior Vice President
Portfolio Manager

Biography

Overview

  • Flexible asset allocation portfolio with a high income emphasis, while also focused on enhancing purchasing power over time
  • Ability to take advantage of both US and global opportunities
  • Maximum non-US exposure 40%
  • Maximum Emerging Markets exposure 30%
  • Opportunities for income and capital appreciation potential from dividend paying equities
  • Maximum equity exposure of 60%
  • A tactical asset allocation and hedging strategy aimed at reducing volatility, while protecting income

PLEASE NOTE: The Internal Guidelines referenced do not necessarily represent prospectus / statutory limitations. These internal guidelines are used as guidance in the daily management of the Portfolio's investments. the Portfolio's exposures, limitations, and / or risks.

Why Amundi US?

A strong investment culture focused on sound, fundamental research drives the management of the Amundi US Multi-Asset Income Strategy. Key features of the Strategy include:

  • Active management: Find income opportunities in multiple asset classes and geographies
  • Distinctive diversification: Determine the relevant income generating asset classes
  • Independent thinking: Employ a value approach to security selection and asset allocation
  • Risk management: Maintain a stable long-term risk profile