Candriam Bonds Convertible Defensive Class R EUR Cap
Fund
ISIN LU2385346742 / Valor 11380995
NAV (2025-02-07)
EUR 152.92+0.16%
Candriam Bonds Convertible Defensive Class R EUR Cap
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
General Objective
The fund aims to achieve capital growth by investing in convertible bonds, bonds with a maturity of less than 5 years, and other bonds issued by companies rated at least BBB-/Baa3 (or equivalent) while outperforming the benchmark index. The management team makes discretionary investment choices based on economic/financial analyses.
Fund Exposure
The fund is exposed to convertible bonds, short-term bonds, and other bonds issued by high-quality companies. The investment strategy includes a focus on environmental and/or social characteristics, although it does not have a sustainable investment objective. The fund also considers environmental, social, and governance (ESG) criteria in decision-making processes.
Risks
Investors should be aware of several risks associated with this fund, including credit risk, counterparty risk, risk related to financial derivative instruments, emerging countries risk, liquidity risk, and sustainability risk. These risks could impact the performance and reputation of the issuers in the portfolio, as well as the overall value of the fund.