Oaktree (Lux.) Funds - Oaktree Global Convertible Bond Fund E USD acc
ISIN LU0931237514 / Valor 21363504
Oaktree (Lux.) Funds - Oaktree Global Convertible Bond Fund E USD acc
UMushroom community rating:
General Objective
The fund aims to provide equity-type returns with less-than-commensurate risk and to outperform its benchmark over a full market cycle. It targets balanced convertibles that offer meaningful downside protection if equities weaken and upside participation if the underlying shares appreciate. The fund focuses on securities issued in the United States, Europe, and Asia.
Fund Exposure
The fund is exposed to a mix of asset classes, sectors, and geographies. It has significant exposure to information technology, consumer discretionary, health care, and industrials sectors. Geographically, the fund invests in the United States, China, France, Japan, and other regions. The fund's holdings include a variety of credit qualities, with a mix of A/A, Baa/BBB, Ba/BB, and B/B rated securities.
Risks
The fund faces risks associated with market volatility, credit quality, and interest rate fluctuations. Additionally, specific risks include sector concentration risk, issuer-specific risk, and currency risk due to exposure to multiple geographies. Investors should be aware of the potential for losses in the event of adverse market conditions or economic developments.
Source
https://www.oaktreesicav.com/docs/librariesprovider7/kiids/ucits/oaktree-global-convertible-bond-fund-r-usd-acc---en.pdf?sfvrsn=d9ee1508_6
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