ANZCX – Fund Analysis – Virtus Convertible C | Morningstar

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Will ANZCX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ANZCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the ANZCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of ANZCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still competitive.

Analyst Chiayi Tsui

Chiayi Tsui

Analyst

Summary

Virtus Convertible responds to market changes with an adaptable approach, and its capable leadership is focused on the quality, stability, and evolution of its team.

by Chiayi Tsui

Rated on Jul 5, 2024 Published on Jul 5, 2024

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