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AI brief of an SEC Form 8-K · Virtus Convertible & Income Fund (NCV)

AllianzGI Convertible & Income Fund: Virtus to become manager pending approval

Neutral Impact 4 of 5 product/contract Written later

The fund's adviser, AllianzGI U.S., announced with Virtus Investment Partners a strategic partnership under which Virtus Investment Advisers, Inc., a Virtus subsidiary, would become the fund's investment manager. The new arrangements require approval from the fund's Board of Trustees and shareholders and are expected to be in place by the end of calendar year 2020.

Key points

  • Virtus Investment Advisers, Inc. would become the fund's investment manager, subject to Board and shareholder approval.
  • AllianzGI teams would continue to manage the strategies as subadvisers, according to the press release.
  • The companies expect the arrangements to be in place by the end of calendar year 2020.
  • No payments are due at closing, and the companies did not disclose other specific terms.

The filing

CompanyVirtus Convertible & Income Fund (NCV)
Form8-K, current report
Filed with the SECJul 7, 2020, 7:56 AM ET
Accession number0001193125-20-188399

Items reported: 7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:36 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 07, 2020.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.