FISCH Convertible IG Universe Fund BE2
UMushroom community rating:
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 bondsdefensive strategyrefinitiv convertible bond index
Ratings & reviews
0.00
0 votes
Performance:
0.00
Innovation:
0.00
Society:
0.00
Nature:
0.00
OTHER SHARE CLASSES OF THIS FUND
FISCH Convertible IG Universe Fund AC
FISCH Convertible IG Universe Fund AC
FISCH Convertible IG Universe Fund AC
Valor: 10875224
Annual Return
-50%0%+50%
Risk level
110
0.31%CHF 118.46
FISCH Convertible IG Universe Fund RC
FISCH Convertible IG Universe Fund RC
FISCH Convertible IG Universe Fund RC
Valor: 44806975
Annual Return
-50%0%+50%
Risk level
110
0.31%CHF 105.40
FISCH Convertible IG Universe Fund BE
FISCH Convertible IG Universe Fund BE
FISCH Convertible IG Universe Fund BE
Valor: 1556031
Annual Return
-50%0%+50%
Risk level
110
0.33%EUR 220.01
FISCH Convertible IG Universe Fund AE2
FISCH Convertible IG Universe Fund AE2
FISCH Convertible IG Universe Fund AE2
Valor: 1556012
Annual Return
-50%0%+50%
Risk level
110
0.33%EUR 164.22
FISCH Convertible IG Universe Fund GE2
FISCH Convertible IG Universe Fund GE2
FISCH Convertible IG Universe Fund GE2
Valor: 49354871
Annual Return
-50%0%+50%
Risk level
110
0.33%EUR 116.88
FISCH Convertible IG Universe Fund BD
FISCH Convertible IG Universe Fund BD
FISCH Convertible IG Universe Fund BD
Valor: 4864441
Annual Return
-50%0%+50%
Risk level
110
0.35%USD 173.09
FISCH Convertible IG Universe Fund BC
FISCH Convertible IG Universe Fund BC
FISCH Convertible IG Universe Fund BC
Valor: 12747504
Annual Return
-50%0%+50%
Risk level
110
0.31%CHF 131.67
FISCH Convertible IG Universe Fund AE
FISCH Convertible IG Universe Fund AE
FISCH Convertible IG Universe Fund AE
Valor: 1556024
Annual Return
-50%0%+50%
Risk level
110
0.33%EUR 177.41
FISCH Convertible IG Universe Fund AD
FISCH Convertible IG Universe Fund AD
FISCH Convertible IG Universe Fund AD
Valor: 4864415