Investment Objective
The Global Convertible strategy seeks to provide asymmetric risk-return opportunities within a daily liquidity UCITS fund. The strategy follows a unique quantitative design blended with a deep fundamental-driven investment process with the aim of generating a superior risk-adjusted return in the medium term solely from vanilla convertible instruments.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.5 | 1.0 | 0.6 | 0.2 | 0.1 | 1.0 | 0.9 | 0.1 | 0.1 | 0.8 | 0.6 | 0.0 | 0.5 | |
| 2023 | 0.2 | 0.6 | 0.4 | 0.7 | 0.6 | 0.6 | 0.6 | 0.5 | 0.7 | 0.7 | 1.0 | 0.3 | 0.5 |
