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Macquarie Global Allocation Class A (UNASX)
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8.12
+0.01
+0.12%
25/04 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 350.94M
Waddell & Reed Asset Strategy A
8.12
+0.01
+0.12%
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UNASX Overview
On this page you'll find an in-depth profile of Macquarie Global Allocation Class A. Learn about the key management, total assets, investment strategy and contact information of UNASX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jurgen Wurzer | Deputy Head | 2024 | Now |
| Biography | Jürgen Wurzer rejoined Macquarie Investment Management Austria Kapitalanlage AG (MIMAK) in April 2018 as deputy head of portfolio management for the firm’s global multi asset team based in Vienna. Prior to that, he worked at Erste Asset Management as a senior fund manager on the multi asset management team, where he worked from September 2016 to March 2018. Wurzer previously worked at MIMAK from January 2007 to August 2016, leaving the firm as senior investment manager on the global multi asset team. He graduated from University of Applied Sciences Wiener Neustadt with a master’s degree. Wurzer is a lecturer for asset allocation, quantitative finance, portfolio, and risk management at several educational institutions. | ||
| Stefan Löwenthal | Chief Investment Officer | 2024 | Now |
| Biography | Stefan Löwenthal is the chief investment officer for Macquarie Investment Management Austria Kapitalanlage AG (MIMAK), a role he assumed in February 2013. He heads the global multi asset team based in Vienna, which is responsible for all asset allocation and security selection decisions, the management of mutual funds, as well as the development of new investment strategies. In addition, Löwenthal oversees the investment policy committee, which is responsible for strategic investment decisions at MIMAK. He began his career with Macquarie in February 2008 as a portfolio manager. He holds a Master of Management Science from Vienna University of Economics and Business. Löwenthal is a lecturer for economics at the IMC University of applied sciences in Krems (Austria) and the Qiongzhou University in Sanya (China). | ||
| Aaron D. Young | - | 2024 | Now |
| Biography | Mr. Young is Vice President of IICO and WRIMCO and Vice President of the Trust. He joined IICO in 2005 as a fixed-income analyst with an emphasis in credit research and derivative securities. Mr. Young joined the Asset Strategy team as an investment analyst in 2007. He has served as an assistant portfolio manager of investment companies managed by IICO and WRIMCO since 2012. Mr. Young earned a BA in Philosophy from the University of Missouri and holds an MBA with an emphasis in Finance and Strategy from the Olin School of Business at Washington University | ||
| Nathan R. Palmer | Vice President | 2018 | 2024 |
| Biography | Nathan Palmer is a managing director of Wilshire Associates and heads Wilshire Funds Management’s Portfolio Management Group. Mr. Palmer has more than 20 years of industry experience and is responsible for creating multi-asset class, multi-manager investment solutions for financial intermediary clients. He is the Chair of Wilshire Funds Management’s Investment Committee and Retirement Oversight Committee. Prior to joining Wilshire Associates, Mr. Palmer provided investment advice to endowment, foundation, and family office clients at Convergent Wealth Advisors. Previously, he managed the public market investment portfolios for the endowment at the California Institute of Technology and for the defined benefit and defined contribution retirement assets at Intel Corporation. Mr. Palmer began his career as a securities analyst, where he published equity research on the technology, media, and telecom industries. Mr. Palmer graduated phi beta kappa and cum laude from the University of Washington with a BA in business administration. He holds an MBA with High Distinction from the Stern School of Business, New York University, graduating as an Armando John Garville Memorial Scholar. Mr. Palmer holds the Chartered Financial Analyst® designation and is an active member of CFA Institute and CFA Society Los Angeles. | ||
| Anthony Wicklund | Portfolio Manager | 2018 | 2024 |
| Biography | Tony Wicklund is a managing director of Wilshire Associates and a portfolio manager with Wilshire Funds Management. Mr. Wicklund has over 17 years of industry experience and is a portfolio manager for multi-manager portfolios, including target-risk, target-date, and alternative portfolios for a range of financial intermediary clients. Prior to joining Wilshire Associates in 2013, Mr. Wicklund was the director of risk management at Convergent Wealth Advisors, where he led the firm’s investment risk management and operational due diligence efforts. Additionally, he served as chairman of the firm’s Risk Management Oversight Committee and was a voting member of the Investment Committee. Previously, Mr. Wicklund was a senior analyst at Pacific Seafood where he evaluated acquisition targets, coordinated the integration of acquired companies, and performed internal operational audits and capital expenditure analyses. Mr. Wicklund earned his BS in business administration, with a concentration in finance from the University of Oregon. He also holds an MBA from the Marshall School of Business, University of Southern California, with a concentration in investments and financial markets. Mr. Wicklund holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations, and is a member of CFA Society Los Angeles, CFA Institute, and the CAIA Association. | ||
| W. Jeffery Surles | Assistant Vice President | 2018 | 2021 |
| Biography | Jeff Surles is a Vice President of Ivy Investment Management Company, a subsidiary of Waddell & Reed Financial, Inc. Mr. Surles graduated from Vanderbilt University in 2000 with a BS in organizational development. He earned an MBA with emphasis in finance from the University of Wisconsin in 2007. While attending the University of Wisconsin he was actively involved in the Applied Security Analysis Program and completed an internship at Provident Trust Company. Prior to joining Waddell & Reed, Mr. Surles was employed by Surles Development Corp. as a portfolio manager from 2003 to 2005, and an investment analyst from 2001 to 2003. In the fall of 2000, he was a sales analyst for Enterprise Development Services, Inc. Mr. Surles joined Waddell & Reed in June 2007 as a fixed income investment analyst. He was appointed assistant vice president in January 2012. Mr. Surles was named co-portfolio manager of the Ivy Global Income Allocation Fund (formerly Ivy International Balanced Fund) in June 2012. Mr. Surles was appointed vice president and assumed sole management responsibilities for the Ivy Global Income Allocation Fund in 2014. Mr. Surles is a CFA charterholder. | ||
| F. Chace Brundige | Senior Vice President | 2014 | 2021 |
| Biography | Mr. Brundige joined Ivy Investment Management Company as an assistant portfolio manager for the Large Cap Growth equity team, and became a portfolio manager in Feb. 2006. He is Senior Vice President of IICO, Vice President of the Trust, and Vice President of and portfolio manager for other investment companies for which IICO serves as investment manager. Mr. Brundige holds a BS degree in Finance from Kansas State University, and has earned an MBA with an emphasis in Finance and Accounting from the University of Chicago Graduate School of Business. Mr. Brundige is a Chartered Financial Analyst. | ||
| Elizabeth Yakes | Portfolio Manager | 2017 | 2018 |
| Biography | Liz Yakes is a vice president of Wilshire Associates and a member of Wilshire Funds Management’s portfolio management group. Prior to joining Wilshire Associates in 2012, Ms. Yakes worked as a senior consultant at Ernst & Young supporting credit risk regulatory compliance initiatives for banking and capital markets clients. Ms. Yakes earned a BS in industrial engineering and a BS in integrated business and engineering from Lehigh University. She also holds an MBA from the Marshall School of Business, University of Southern California. She holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Los Angeles. | ||
| Cynthia P. Prince-Fox | Vice President | 2014 | 2018 |
| Biography | Ms. Prince-Fox has held her Fund responsibilities for the Fund since August 2014. She is Senior Vice President of WRIMCO and IICO, Vice President of the Trust, and Vice President of and portfolio manager for other investment companies for which IICO serves as investment manager. In addition, Ms. Prince-Fox served as CIO of Austin, Calvert & Flavin, Inc., a former affiliate of WRIMCO, from November 2004 to July 2009 and, previously, as Co-CIO for Austin, Calvert & Flavin, Inc. from February 2002 to November 2004. | ||
| Mike L. Avery | Director | 1997 | 2016 |
| Biography | Mike Avery is President and Portfolio Manager at Waddell & Reed Financial, Inc. He has investment experience since 1978. | ||
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