FISCH Convertible Global Sustainable Fund FE
ISIN LU1915149980 / Valor 45018248
FISCH Convertible Global Sustainable Fund FE
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General Objective
The subfund aims for capital growth through active management, primarily investing in convertible bonds and other convertible securities issued by government and corporate issuers. It follows a defensive strategy, accepting less risk compared to an opportunistic strategy.
Fund Exposure
The subfund invests worldwide and may allocate up to 10% of its assets in equities, instruments not traded on a regulated market, and high-yield convertible bonds. It uses the Refinitiv Convertible Bond Index - Global Inv. Grade EUR hedged as a benchmark for performance comparison, but may also invest in securities not included in the benchmark.
Risks
Investors should be aware that the subfund's risk and reward profile is comparable to that of the benchmark. Additionally, costs associated with purchasing and selling securities, as well as the potential negative impact on returns, should be considered. Income is distributed annually, and investors looking to withdraw their money within three years may find this subfund unsuitable.
Source
https://capinside.com/p/fisch-convertible-global-sustainable-fund-rc-chf-lu2289107679
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