We are pleased to announce to you the registration for sales in Switzerland of Quilvest Convertibles Europe.

 QUILVEST CONVERTIBLES EUROPE fund managed by the Luxembourg-based Boutique DYNASTY AM is now registered for sales in Switzerland. Shares are available in EURO and CHF (I & P) with a daily valuation and a currency risk hedging.

With a performance of +10.2% YTD and a moderate volatility (4.2%), the fund ranks in the 1st decile (Category Convertibles Europe) but also over longer periods (1, 3 and 5 years) and is rated 5* by Morningstar.  The fund managers, Philippe Halb and Eric Bozzetto, have strengthened their track-record and confirm the regularity of their performances.

FUND’s MAIN CHARACTERISTICS:

Portfolio Pure Convertibles (no stocks, no synthetics…)
Average Delta Flexible (max. 55%)
Convertible bond type All (from bond, mixed to equity)
Average Rating Dynasty BBB-
Geographic area Europe (70% min. Euro)
Management style Bond Picking
Number of holdings ca. 50
UCIT Type FCP UCITS V (French Law)

 

Registration for sales in Switzerland – Quilvest Convertibles Europe