FISCH Convertible Global Defensive Fund BC header image

FISCH Convertible Global Defensive Fund BC

Fund

ISIN LU0605323467 / Valor 12747504

NAV (2025-11-24)
CHF 127.47+0.31%

FISCH Convertible Global Defensive Fund BC
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 AE
FISCH Convertible Global Defensive Fund AE FISCH Convertible Global Defensive Fund AE Valor: 1556024
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.30%EUR 170.08
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
0.31%USD 199.62
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
0.31%EUR 209.77
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
0.30%EUR 157.44
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 BE2
FISCH Convertible Global Defensive Fund BE2 FISCH Convertible Global Defensive Fund BE2 Valor: 21039624
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.30%EUR 128.50
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
0.31%EUR 111.89
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
0.30%CHF 102.28
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
0.31%USD 163.22
FISCH Convertible Global Defensive Fund AC
FISCH Convertible Global Defensive Fund AC FISCH Convertible Global Defensive Fund AC Valor: 10875224
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.30%CHF 115.29