Groupama Global Convertible GD
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General Objective
The fund aims to outperform the Refinitiv Global Focus Hedged Convertible Bond Index (EUR) through active management of convertible bonds. It also promotes environmental or social characteristics in accordance with Article 8 of the SFDR regulation.
Fund Exposure
The fund invests at least two-thirds of its assets in convertible bonds issued globally. It may invest up to 100% of net assets in investment grade or non-investment grade securities. The fund may also invest up to 60% of net assets in unrated securities based on internal credit risk analysis.
Risks
Risks associated with this fund include deviations from the benchmark index, exposure to emerging market equities as underlying assets, and potential limitations on investments in unrated or low-rated securities. Additionally, the fund does not invest in contingent convertible bonds (Coco Bonds) and is valued in Euro.