FISCH Convertible Global Defensive Fund AC header image

FISCH Convertible Global Defensive Fund AC

Fund

ISIN LU0476938021 / Valor 10875224

NAV (2025-12-09)
CHF 114.73-0.23%

FISCH Convertible Global Defensive Fund AC
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

The FISCH Convertible Global Defensive Fund invests worldwide in high-quality convertible bonds from companies with strong credit ratings, ensuring that at least 90% of its holdings are investment grade and limiting high-yield bonds to no more than 10%. It focuses on convertible bonds with high convexity to maximize asymmetric return potential and provide significant protection against declines in equity markets. Managed by a team of six portfolio managers and seventeen analysts, the fund aims to deliver defensive returns by carefully selecting convertible bonds that balance capital protection with income opportunities across a global portfolio.

Content summarized by AI chatbot
Tags:
convertible bonds defensive strategy refinitiv convertible bond index

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

FISCH Convertible Global Defensive Fund GE2
FISCH Convertible Global Defensive Fund GE2 FISCH Convertible Global Defensive Fund GE2 Valor: 49354871
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.22%EUR 111.52
FISCH Convertible Global Defensive Fund BE
FISCH Convertible Global Defensive Fund BE FISCH Convertible Global Defensive Fund BE Valor: 1556031
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.22%EUR 209.05
FISCH Convertible Global Defensive Fund AE2
FISCH Convertible Global Defensive Fund AE2 FISCH Convertible Global Defensive Fund AE2 Valor: 1556012
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.23%EUR 156.84
FISCH Convertible Global Defensive Fund AD
FISCH Convertible Global Defensive Fund AD FISCH Convertible Global Defensive Fund AD Valor: 4864415
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.22%USD 199.06
FISCH Convertible Global Defensive Fund VE EUR
FISCH Convertible Global Defensive Fund VE EUR FISCH Convertible Global Defensive Fund VE EUR Valor: 59900729
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.36%EUR 102.35
FISCH Convertible Global Defensive Fund AE
FISCH Convertible Global Defensive Fund AE FISCH Convertible Global Defensive Fund AE Valor: 1556024
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.22%EUR 169.44
FISCH Convertible Global Defensive Fund BE2
FISCH Convertible Global Defensive Fund BE2 FISCH Convertible Global Defensive Fund BE2 Valor: 21039624
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.23%EUR 128.06
FISCH Convertible Global Defensive Fund RC
FISCH Convertible Global Defensive Fund RC FISCH Convertible Global Defensive Fund RC Valor: 44806975
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.23%CHF 101.80
FISCH Convertible Global Defensive Fund BD
FISCH Convertible Global Defensive Fund BD FISCH Convertible Global Defensive Fund BD Valor: 4864441
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.22%USD 162.82
FISCH Convertible Global Defensive Fund BC
FISCH Convertible Global Defensive Fund BC FISCH Convertible Global Defensive Fund BC Valor: 12747504
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.23%CHF 126.90