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)|