CONVEX Unlimited S

CONVEX Unlimited is an actively managed fund focused on achieving high capital growth by primarily investing in convertible debt securities. At least 51% of its portfolio consists of various types of convertibles, including exchangeable bonds, mandatory convertibles, convertible preferred shares, and perpetuals, as well as option bonds. The fund strategically allocates investments regionally based on economic trends and the global convertible bond market conditions, taking into account each region’s fiscal and monetary policies. Through thorough analysis of each convertible’s profile and valuation, CONVEX Unlimited adopts a holistic investment approach while promoting environmental and social characteristics.