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