Flexible Allocation

Amundi Pioneer Multi-Asset Income

The Amundi Pioneer Multi-Asset Income Strategy seeks to obtain a high level of current income with capital appreciation as a secondary objective.

                         

                              

                        

                       

The Amundi Pioneer Multi-Asset Income Strategy seeks to provide high current monthly income relative to the broad market through a diversified1 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.

1Diversification does not guarantee a profit or protect against a loss.

Marco Pirondini

Executive Vice President
Head of Equity, US
Portfolio Manager 

Biography

Charles Melchreit, CFA

Charles Melchreit, CFA 

Senior Vice President
Deputy Head of Fixed Income, US
Portfolio Manager

Biography

Tracy Wright

Tracy Wright

Senior Vice President
Portfolio Manager 

Biography

Michele Garau

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
  • Typical investment horizon of 4 to 6 years

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. These guidelines are subject to change and should not be relied upon as a long term view of the Portfolio's exposures, limitations, and/or risks.

Why Amundi Pioneer?

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

  • Active management: Find income opportunities in multiple asset classes and geographies
  • Distinctive diversification1: 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

1Diversification does not guarantee a profit or protect against a loss.

Source: Amundi Pioneer
This strategy is managed by Amundi Pioneer. Amundi Pioneer cannot guarantee the success of the investment strategy. Past results are not necessarily indicative of future performance. No assurance can be made that profits will be achieved or that substantial losses will not be incurred. All investments involve risk including the loss of principal.