Mirabaud - Sustainable Convertibles Global AH GBP Acc
ISIN LU0978987823 / Valor 22458461
Mirabaud - Sustainable Convertibles Global AH GBP Acc
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General Objective
The fund is a high-conviction, highly active strategy investing in global convertible bonds targeting 50 best ideas, with the top-20 positions representing around 60% of the portfolio. The fund only invests in 'pure' convertibles and uses hedging to manage currency risk. Extensive fundamental analysis of balance sheet strength and potential equity upside is combined with full ESG integration.
Fund Exposure
The fund is exposed to Convertible Bonds as the main asset class, with a global region focus. The sector breakdown includes Communication Services, Consumer Discretionary, Consumer Staples, Energy, Financials, Health Care, Industrials, Information Technology, Materials, Real Estate, Utilities, and Cash and Other. The fund also follows a materiality-driven approach to sustainable investing, with a three-step process for ESG integration.
Risks
The fund carries a Summary Risk Indicator of 3, indicating moderate risk. Risks associated with the fund include market risk, credit risk, interest rate risk, currency risk, and sustainability-related risks. The fund's performance and returns may fluctuate based on market conditions and the performance of the underlying assets.
Source
https://www.mirabaud-am.com/en/funds/share-class/mirabaud-sustainable-convertibles-global-dh-cap-gbp
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