We are pleased to announce you that « QUILVEST CONVERTIBLES EUROPE », managed by DYNASTY AM, won the award for the best fund in 2020 of the Refinitiv Lipper Fund Awards Switzerland in the Category Convertibles Europe, recognizing its performance over 3 years.
QUILVEST CONVERTIBLES EUROPE, is a pure convertible bond fund managed through an active investment approach (CB Picking). The fund gives access to the European convertible bond market with a limited number of positions (ca. 40) and an average delta capped at 55%.
This award recognizes our expertise in convertible bonds and highlights the fund managers’ know-how over medium and long term. Fund managers received 8 Refinitiv Lipper Fund Awards over the last 12 years and the fund is rated 5 stars by Morningstar.
The fund’s good performance opens new roads and offers visibility to a larger number of European investors. Share classes are available in EURO and CHF (I & P) with daily valuation and currency hedging.
All Dynasty AM team remains at your disposal for further information.
The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com.