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FISCH Convertible Global Opportunistic Fund AE

Ranked 11 out of 44 in - Convertibles Global over 12 months
All calculations are in EUR unless stated

Managed by

Ute Heyward

Ute Keil graduated with a degree in business administration from the Vienna University of Economics and Business Administration. After completing her degree she worked at BKS Bank in Vienna as a Business Development Specialist for Corporate Clients. In 2006 she joined Swiss Life Asset Management as portfolio manager in the equity & balanced fund team. In 2011 she joined Fisch Asset Management and is portfolio manager responsible for several funds and segregated accounts.

Roland Hotz

Stephanie Zwick

Stephanie Zwick joined Fisch Asset Management in 2010 and is currently co-manager on the firm’s FISCH CB Hybrid International fund alongside Stefan Meyer. The fund holds global convertible bonds and the managers believe performs well in volatile markets. Zwick previously worked as a product manager for UBS Global Asset Management and graduated from Maastricht University with a Master’s degree in International Business.

Objective

The FISCH CB Hybrid International Fund invests globally in convertible bonds with hybrid characteristics. Hybrid convertibles profit from rising equity markets and at the same time provides an effective capital protection against equity setbacks. The strategy of the Hybrid International Fund beats a pure fixed income portfolio because of the asymmetric return profile and offers further diversification within the bond quota. Swiss pension funds may classify an investment in the Hybrid International Fund as a bond investment. An independent pension fund consultant is supervising the strict investment strategy.

Showing fund performance in Netherlands View performance globally

Performance

Convertibles Global over : 31/07/2017 - 31/07/2018
  • Rank 11/44 Total Return
  • Rank 9/44 Standard Deviation
  • Rank 7/44 Max Drawdown
Fund Name Currency Risk
7 Jupiter JGF Global Convertibles I EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

2.9

8 Candriam Bonds Convertible Opportunities I Cap EUR

2.9

9 FISCH Convertible Global Opportunistic Fund AE EUR

3.1

10 Schroder ISF Global Conv Bond EUR Hdg B Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

3.1

11 Salm Balanced Convertible V EUR

3.1

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6% 1.0%
2017 4.7% 1.5% 0.7% 1.6% 0.8%
2016 -2.4% -2.9% -1.4% 1.9% 0.1%
2015 1.9% 4.2% 0.3% -4.4% 2.0%
2014 2.5% 2.6% 0.6% -2.8% 2.2%
2013 14.1% 5.2% 1.8% 3.8% 2.6%
2012 10.3% 5.3% -2.2% 4.0% 3.0%
2011 -9.0% 3.4% -3.2% -8.5% -0.6%
2010 -6.2% 6.8% 3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Germany
  4. Luxembourg
  5. Netherlands
  6. Switzerland

Fund Info

  • Launch date14/01/2010
  • Share Class size04Mn
  • Base currencyEUR
  • ISIN LU0476938294

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).