BPER International SICAV Global Convertible Bond EUR header image

BPER International SICAV Global Convertible Bond EUR

Fund

ISIN LU0179154363 / Valor 1704803

NAV (2025-01-15)
EUR 229.37+0.62%

BPER International SICAV Global Convertible Bond EUR
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General Objective

The sub-fund aims to provide investors with the opportunity to participate in the growth of the stock market while maintaining a certain level of security. This is achieved through investing in global convertible bonds, allowing investors to benefit from both stock market appreciation and the security of bond investments.

Fund Exposure

The sub-fund primarily invests in global convertible bonds and may also allocate a portion of its assets in other UCITS or fixed-income instruments denominated in RMB and traded on the China Interbank Bond Market. The currency exposure of the sub-fund is hedged into EUR. The fund is actively managed in reference to the Refinitiv Global Convertible Index - Global Vanilla Hedged EUR, but the portfolio manager has the flexibility to deviate from the benchmark in terms of sector weightings and issuer selection.

Risks

Investors should be aware that in times of high market volatility, the performance of the sub-fund may deviate significantly from the benchmark. Additionally, this sub-fund may not be suitable for investors looking to withdraw their investments within a 5-year timeframe.

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Source

https://www.bperlux.lu/Uploads/Footer_Textes/Doc/60_17_16.%20EN%20Global%20Convertible%20Bond%20EUR.pdf

Tags:
convertible bonds global bonds refinitiv global convertible index

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