FISCH Convertible IG Universe Fund RC header image

FISCH Convertible IG Universe Fund RC

Fund

ISIN LU1909146232 / Valor 44806975

NAV (2026-07-07)
CHF 104.90-0.54%

FISCH Convertible IG Universe 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 IG Universe Fund BE
FISCH Convertible IG Universe Fund BE FISCH Convertible IG Universe Fund BE Valor: 1556031
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Annual Return

-50%0%+50%

Risk level

110
-0.53%EUR 218.91
FISCH Convertible IG Universe Fund AC
FISCH Convertible IG Universe Fund AC FISCH Convertible IG Universe Fund AC Valor: 10875224
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.54%CHF 117.91
FISCH Convertible IG Universe Fund AE2
FISCH Convertible IG Universe Fund AE2 FISCH Convertible IG Universe Fund AE2 Valor: 1556012
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Annual Return

-50%0%+50%

Risk level

110
-0.53%EUR 163.41
FISCH Convertible IG Universe Fund BE2
FISCH Convertible IG Universe Fund BE2 FISCH Convertible IG Universe Fund BE2 Valor: 21039624
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Annual Return

-50%0%+50%

Risk level

110
-0.53%EUR 133.61
FISCH Convertible IG Universe Fund GE2
FISCH Convertible IG Universe Fund GE2 FISCH Convertible IG Universe Fund GE2 Valor: 49354871
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Annual Return

-50%0%+50%

Risk level

110
-0.53%EUR 116.29
FISCH Convertible IG Universe Fund BD
FISCH Convertible IG Universe Fund BD FISCH Convertible IG Universe Fund BD Valor: 4864441
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Annual Return

-50%0%+50%

Risk level

110
-0.53%USD 172.19
FISCH Convertible IG Universe Fund BC
FISCH Convertible IG Universe Fund BC FISCH Convertible IG Universe Fund BC Valor: 12747504
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Annual Return

-50%0%+50%

Risk level

110
-0.54%CHF 131.05
FISCH Convertible IG Universe Fund AE
FISCH Convertible IG Universe Fund AE FISCH Convertible IG Universe Fund AE Valor: 1556024
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.53%EUR 176.53
FISCH Convertible IG Universe Fund AD
FISCH Convertible IG Universe Fund AD FISCH Convertible IG Universe Fund AD Valor: 4864415
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Annual Return

-50%0%+50%

Risk level

110
-0.53%USD 209.45