{"id":6937,"date":"2019-02-11T11:33:02","date_gmt":"2019-02-11T10:33:02","guid":{"rendered":"https:\/\/www.dynasty-am.lu\/?p=6937"},"modified":"2019-03-25T16:10:55","modified_gmt":"2019-03-25T15:10:55","slug":"quilvest-convertible-europe-refines-its-investment-universe","status":"publish","type":"post","link":"https:\/\/www.dynasty-am.lu\/en\/quilvest-convertible-europe-refines-its-investment-universe\/","title":{"rendered":"Quilvest Convertible Europe refines its investment universe"},"content":{"rendered":"
Since February 11 2019, Quilvest Convertible Europe<\/strong> has made minor changes to its prospectus in order to simplify its investment universe.<\/p>\n <\/p>\n The focus is on pure convertible bonds<\/strong>. Thus, in order to be in line with our effective strategy, the authorization to invest in contingent convertible bonds<\/strong> (or \u201cCoCos\u201d) as well as to get an exposure to commodities <\/strong>(through indices, futures, synthetic products etc) has been excluded.<\/p>\n <\/p>\n The investment universe is expanding to Europe to better capture good investment opportunities.<\/p>\n As a result, the limit for investments in securities denominated in a currency other than the Euro<\/strong> increases to 30%<\/strong> of the fund\u2019s assets (10% previously). It should be noted that these securities will be hedged (maximum residual currency risk of 10%).<\/p>\n The benchmark becomes the Exane Europe Convertible Bond<\/strong> (previously Exane Eurozone Convertible Bond).<\/p>\n <\/p>\n Therefore, the strategy remains unchanged, namely:<\/p>\n <\/p>\n Philippe Halb and Eric Bozzetto manage the fund since July 1st 2018. It is rated 4 stars by Morningstar<\/strong>, and displays a solid track record: 1st decile over 3 years (with an annualized performance of 3.0%<\/strong>) and 1st quartile over 5 years \u2013 Convertibles Europe category.<\/p>\n <\/p>\n You can find the updated prospectus here<\/a><\/p>\n <\/p>\n Laurent, Henri et Sophie are available should you have any question.<\/p>\n laurent.pluchard@dynasty-am.lu<\/a> +352 2469 77 642<\/em><\/p>\n henri.rayot@dynasty-am.lu<\/a> +352 2469 77\u00a0644<\/em><\/p>\n\n