New Capital Global Convertible Bond Fund EUR I Acc
ISIN IE00BK9WPL23 / Valor 51422944
New Capital Global Convertible Bond Fund EUR I Acc
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General Objective
The New Capital Global Convertible Bond Fund aims to outperform the Thomson Reuters Convertible Global Focus Index by investing in a portfolio of global convertible bonds through a bottom-up investment process to select securities with the best asymmetry of returns. Regional exposures are adjusted through a top-down review to manage consolidated risks.
Fund Exposure
The fund is primarily exposed to the fixed income asset class, specifically global convertible bonds. In terms of sector breakdown, the fund has a significant allocation to Information Technology, Consumer Discretionary, and Communication Services. Geographically, the fund has exposure to the US, Europe, Asia ex Japan, and Japan.
Risks
Investing in the New Capital Global Convertible Bond Fund carries the risk of market fluctuations and currency fluctuations, which can result in the value of investments falling. Additionally, there is a risk that investors may not get back the full amount invested due to these fluctuations. It is important to note that past performance is not necessarily indicative of future results.
Source
https://www.newcapital.com/products/funds-and-performance/New-Capital-Global-Convertible-Bond-Fund.html
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