David Newman

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Manager factsheet

David Newman
Allianz Global Investors GmbH, Allianz Global Invtrs GmbH(UK)
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Manager profile

Mr. Newman is a managing director and Head of Global High Yield with Allianz Global Investors; he joined the firm in 2016 following the acquisition and integration of Rogge Global Partners, which he joined in 2009. Mr. Newman is responsible for overseeing the global high yield and multi-asset credit strategies. He has 29 years of investment-industry experience. While working at Rogge Global Partners, Mr. Newman was Head of Global High Yield; before that, he held various senior credit market, research and trading roles at Citigroup, UBS and Hambros Bank. Mr. Newman has a B.A. with honors in geography from University College London and an M.B.A. from Cass Business School, City, University of London. He holds the Financial Conduct Authority CF 30 license and the Associate of the Chartered Institute of Bankers designation.

FOLLOW ON FUNDSWIRE

Annualised total return over 14.8 years

+4.6%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
David Newman	7.9	13.3	13.6	24.8	74.7
Peer Group Composite	7.8	7.9	9.4	18.9	51.5
Over / Under	0.1	5.4	4.2	5.9	23.2

Total return for David Newman

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

60-96m

72-108m

84-120m

96-132m

108-144m

Discrete calendar year performance : David Newman

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

David Newman	7.9	1.2	3.8	-0.7	0.8	7.5	2.2	-2.5	35.2	6.3
Peer Group Composite	7.8	1.6	-1.5	-0.8	2.0	6.5	2.1	-1.4	30.9	-1.2
Over / Under	0.1	-0.4	5.3	0.1	-1.2	1.0	0.1	-1.1	4.3	7.5

Performance vs peer group composite: David Newman

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

7 years

out of a possible 10

Overall markets

Underperformed peer group composite

3 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 6

Falling markets

Outperformed peer group composite

3 years

out of a possible 4

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Allianz Global High Yield	Lead manager	FO Fixed Int - USD High Yield	since Oct 31 2016 to present
Allianz Global Multi-Asset Credit	Lead manager	FO Fixed Int - USD	since Oct 31 2016 to present
Allianz Selective Global High Income	Lead manager	FO Fixed Int - USD High Yield	since Oct 31 2016 to present
Allianz Emerging Markets Short Duration Bond	Co-managed	FO Fixed Int - Emerging Markets	since Oct 01 2018 to present
Allianz Emerging Markets SRI Corporate Bond	Co-managed	FO Fixed Int - Emerging Markets	since May 15 2019 to present
Allianz Global Multi Sector Credit	Lead manager	UT Global Bonds	since May 31 2019 to present

Funds managed previously

Fund	Periods

Rogge Selective Global High Yield Bond	since Feb 04 2010 to Oct 15 2019
Rogge Global Multi Asset Credit	since May 29 2014 to May 31 2019
Allianz Global Multi-Asset Credit SRI	since Jun 25 2019 to fund close