Contact us

CONTACT US

CONVERTINVEST 
Financial Services GmbH
 
Liebermannstraße F03/401
2345 Brunn am Gebirge, AUSTRIA
 
Tel.: + 43 2252 25 99 79 - 0 
Fax: + 43 2252 25 99 79 - 29
E- Mail: willkommen@convertinvest.com
Download: e-Businesscard


For complaints please use the e-mail address 
beschwerde@convertinvest.com

 

Independent arbitrator for investors’ complaints:

Ombudsman for the Association of Financial Service Providers, Austrian Economic Chambers. (E-Mail: fdl.ombudsstelle@wko.at)


PLEASE NOTE THE LEGAL INFORMATION CONTAINED IN LEGAL NOTICE.




INFORMATION ABOUT PURCHASING SHARES

CONVERTINVEST European Convertible & Bond Fund
CONVERTINVEST Global Convertible Properties
CONVERTINVEST International Convertibles

KAG: 3Banken-Generali Investment-GmbH
Depotbank: BKS Bank AG
Orderrouting Frau Wilma Schaar
Tel.: +43 463 5858 - 571
Fax: +43 463 5858 - 841
E-Mail: wilma.schaar@bks.at

 

CONVERTINVEST All-Cap Convertibles Fund

KAG: Raiffeisen Kapitalanlage GmbH
Depotbank: Raiffeisen Bank International AG
Orderrouting:
Tel.: +43 1 71707 - 3349
Fax: +43 1 71707 - 3739
E-Mail: orderrouting.ezbnotes@rbinternational.com

OUR STRATEGIES

  • INTERNATIONAL
    CONVERTIBLES

    The CONVERTINVEST International Convertibles fund strategy is geared to the maximum long-term capital returns. The fund invests in global convertible bonds to achieve this aim. A high investment grade quota (85%) takes account of the security aspect. The main focus is on long-term fundamental investment decisions and the fund’s attractive risk/income profile.

     

    more
    Factsheet
  • EUROPEAN CONVERTIBLE & BOND

    Since its emergence CONVERTINVEST’s strategy, which has been in place since 2002, has revolutionised the possibilities offered by convertible bonds. It combines the conservative features of investment grade convertible bonds with the diverse opportunities offered by fundamental security selection, whereby capital preservation through delta management and volatility reduction form an important part of the management process.

     

     

    more
    Factsheet
  • ALL-CAP
    CONVERTIBLES

    The aim of the All-Cap Convertibles strategy is to outperform long term the European convertible bonds asset class. In addition the fund also aims to closely track share performance with significantly lower volatility. The fund has exceeded its benchmark since 2008 and is the multi-award-winning leader in its peer group.

    more
    Factsheet
  • GLOBAL CONVERTIBLE
    PROPERTIES

    The CONVERTINVEST Global Convertible Properties strategy makes it possible for investors to participate in the real-estate market’s long-term performance, with the convertible bond’s defensive characteristics. Numerous investors have already been persuaded to select this alternative for their portfolios by the fund’s superb performance since its inception in 2014.

    more
    Factsheet
  • SPECIAL
    FUND

    We manage special mandates with global convertible bonds in order to meet the individual requirements of institutional investors. This makes it possible to take specific account of the requirements of Solvency II or the respective investor’s relevant legislation. Due to our extensive experience in the field of ESG it is also possible to incorporate ethical investment criteria into portfolio selection.

    more
  • INTERNATIONAL
    CONVERTIBLES

    The CONVERTINVEST International Convertibles fund strategy is geared to the maximum long-term capital returns. The fund invests in global convertible bonds to achieve this aim. A high investment grade quota (85%) takes account of the security aspect. The main focus is on long-term fundamental investment decisions and the fund’s attractive risk/income profile.

     

    more
    Factsheet
  • EUROPEAN CONVERTIBLE & BOND

    Since its emergence CONVERTINVEST’s strategy, which has been in place since 2002, has revolutionised the possibilities offered by convertible bonds. It combines the conservative features of investment grade convertible bonds with the diverse opportunities offered by fundamental security selection, whereby capital preservation through delta management and volatility reduction form an important part of the management process.

     

     

    more
    Factsheet
  • ALL-CAP
    CONVERTIBLES

    The aim of the All-Cap Convertibles strategy is to outperform long term the European convertible bonds asset class. In addition the fund also aims to closely track share performance with significantly lower volatility. The fund has exceeded its benchmark since 2008 and is the multi-award-winning leader in its peer group.

    more
    Factsheet
  • GLOBAL CONVERTIBLE
    PROPERTIES

    The CONVERTINVEST Global Convertible Properties strategy makes it possible for investors to participate in the real-estate market’s long-term performance, with the convertible bond’s defensive characteristics. Numerous investors have already been persuaded to select this alternative for their portfolios by the fund’s superb performance since its inception in 2014.

    more
    Factsheet
  • SPECIAL
    FUND

    We manage special mandates with global convertible bonds in order to meet the individual requirements of institutional investors. This makes it possible to take specific account of the requirements of Solvency II or the respective investor’s relevant legislation. Due to our extensive experience in the field of ESG it is also possible to incorporate ethical investment criteria into portfolio selection.

    more