Top Performing Managers of Convertibles, 3rd Quarter 2021




Convertibles1 year gross return1 year net return
SSI Convertible Investment Strategy27.9327.25
AllianzGI Convertibles27.1626.75
MacKay Shields Convertibles26.9126.29
Advent Balanced Convertible Strategy26.2725.65
Zazove Institutional Blend Convertibles24.2624.26
MacKay Shields Convertible CIT 124.6424.14
Calamos Instl Convertible Composite23.7722.89
Invesco Convertible Securities23.4922.77
Palisade Convertible Securities Comp23.2722.55
Lord Abbett & Co. Convertibles23.3322.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021


Convertibles5 year gross return5 year net return
AllianzGI Convertibles20.5319.99
Lord Abbett & Co. Convertibles20.2419.02
Calamos Instl Convertible Composite17.3716.55
SSI Convertible Investment Strategy17.1316.52
Advent Balanced Convertible Strategy15.9715.41
MacKay Shields Convertibles15.4614.89
Invesco Convertible Securities15.4714.78
Palisade Convertible Securities Comp15.3714.72
Gabelli Asset Mgt Convertibles Strategy14.6413.86
SSI Inv Grade Convert Strat14.5513.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
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