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FISCH Convertible Global Defensive Fund RC

Fund

ISIN LU1909146232 / Valor 44806975

NAV (2025-12-08)
CHF 102.03-0.17%

FISCH Convertible Global Defensive Fund RC
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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.

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Tags:
convertible bonds defensive strategy refinitiv convertible bond index

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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
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Annual Return

-50%0%+50%

Risk level

110
-0.14%EUR 111.77
FISCH Convertible Global Defensive Fund AE2
FISCH Convertible Global Defensive Fund AE2 FISCH Convertible Global Defensive Fund AE2 Valor: 1556012
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Annual Return

-50%0%+50%

Risk level

110
-0.15%EUR 157.20
FISCH Convertible Global Defensive Fund BE
FISCH Convertible Global Defensive Fund BE FISCH Convertible Global Defensive Fund BE Valor: 1556031
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Annual Return

-50%0%+50%

Risk level

110
-0.15%EUR 209.51
FISCH Convertible Global Defensive Fund AD
FISCH Convertible Global Defensive Fund AD FISCH Convertible Global Defensive Fund AD Valor: 4864415
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Annual Return

-50%0%+50%

Risk level

110
-0.16%USD 199.49
FISCH Convertible Global Defensive Fund VE EUR
FISCH Convertible Global Defensive Fund VE EUR FISCH Convertible Global Defensive Fund VE EUR Valor: 59900729
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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
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Annual Return

-50%0%+50%

Risk level

110
-0.16%EUR 169.82
FISCH Convertible Global Defensive Fund BE2
FISCH Convertible Global Defensive Fund BE2 FISCH Convertible Global Defensive Fund BE2 Valor: 21039624
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Annual Return

-50%0%+50%

Risk level

110
-0.15%EUR 128.35
FISCH Convertible Global Defensive Fund BD
FISCH Convertible Global Defensive Fund BD FISCH Convertible Global Defensive Fund BD Valor: 4864441
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Annual Return

-50%0%+50%

Risk level

110
-0.14%USD 163.18
FISCH Convertible Global Defensive Fund AC
FISCH Convertible Global Defensive Fund AC FISCH Convertible Global Defensive Fund AC Valor: 10875224
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Annual Return

-50%0%+50%

Risk level

110
-0.16%CHF 115.00
FISCH Convertible Global Defensive Fund BC
FISCH Convertible Global Defensive Fund BC FISCH Convertible Global Defensive Fund BC Valor: 12747504
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Annual Return

-50%0%+50%

Risk level

110
-0.16%CHF 127.19