Disclaimer

 

Legal notice

CONVERTINVEST is a registered asset-management and advisory company with a licence from the Austrian Financial Market Authority (Finanzmarktaufsicht).
Regulatory authority: Finanzmarktaufsicht (FMA), Otto-Wagner-Platz 5, 1090 Vienna.
Managing directors: Dr. Gerhard Kratochwil, Dipl.-BW (BA) Nils Lesser
 
Pursuant to Section 75 of the Austrian Securities Supervision Act (WAG2007), CONVERTINVEST is a partner of the company Anlegerentschädigung von Wertpapierfirmen GmbH (AeW).

 

WAG:Notice pursuant to Section 75 (8) of the Securities Regulation Act (Wertpapieraufsichtsgesetz, WAG):

CONVERTINVEST expressly refers to the publication of the FMA at www.fma.gv.at relating to the range with regard to usual market fees of securities-trading firms.
Direct to Document

 

CONVERTINVEST FINANCIAL SERVICES GmbH

Liebermannstraße F03/401, A-2345 Brunn am Gebirge

 

Tel.: +43 2252 25 99 79 - 0
Fax: +43 2252 25 99 79 - 29
Email: office@convertinvest.com


Any complaints should be sent to the e-mail address beschwerde@convertinvest.com

 

Company no.: 214 338d, Wiener Neustadt Regional Court, Vienna, VAT ref.: ATU54517606

 

The proprietor of the website is CONVERTINVEST Financial Services GmbH. CONVERTINVEST reserves the right to make amendments or additions to the information posted. The content and design of this website are copyright-protected. The reproduction of information or data, in particular the use of texts, parts thereof or image material, shall require the prior consent of CONVERTINVEST. The investment funds referred to on this internet site are licensed for public sale in Austria. This website has been compiled with the greatest possible degree of care. However, no liability or guarantee for the up-to-dateness, accuracy or completeness of the information provided can be assumed.

 

IMPORTANT INFORMATION

 

Terms and conditions of use

By accessing this website and investment funds comprised or described herein, information, materials and other content (hereinafter referred to as the "Website"), you declare that you have read and accept the following terms and conditions of use.

 

Access to the Website, restrictions on sale

This Website is not intended for persons subject to a legal system which prohibits or restricts the publication of or access to the Website (due to the place of abode or place of residence or nationality of the person in question or for other reasons). Users subject to such legal systems must themselves ensure that they are informed of such restrictions and are responsible for observance thereof. Distribution of the information contained herein is prohibited in numerous countries where the capital investment company has not filed a notice to the local regulatory authorities or obtained a licence from the local regulatory authorities. CONVERTINVEST Financial Services GmbH (hereinafter referred to as "CONVERTINVEST") assumes no liability whatsoever in regard to whether the information on this Website is suitable for use or permitted under such legal systems. It shall be necessary to ensure that the only visitors to the Website are those who accept these legal notices. In the event that several persons make use of the same access, then the user who has accepted the Disclaimer must ensure (e.g. through deletion of cookies) that any subsequent users must read and accept these legal notices.

 

No offer

The information contained on this Website is general in nature, is not directed at a particular sphere of persons, and serves purely information purposes. The information constitutes neither an offer nor a recommendation to enter into or sell an investment or to conduct other transactions and may not therefore be used as a basis for individual investment measures and decisions. The sole binding basis for investment decisions shall be the respectively valid prospectus with fund terms and conditions and the simplified prospectus in conjunction with the respective most recent annual and/or half-year report of the investment funds. These may be obtained free of charge from the respective capital investment company, from the custodian or from Convertinvest. With regard to investment decisions, we would recommend that you take advice from a qualified expert.  

 

Exclusion of liability

CONVERTINVEST and its data providers strive to ensure that the information on the Website is correct and complete at the time of publication. Although the said information originates from reliable sources, CONVERTINVEST and its data providers assume no liability, either explicitly or implicitly, for the accuracy, the reliability, the up-to-dateness or completeness of the information provided. Moreover, opinions expressed on this Website may be changed at any time without prior notice. CONVERTINVEST provides no warranty in respect of changes to the information contained on this Website due to technical problems (such as interrupted connection, intrusion by third parties, viruses, etc.). Neither CONVERTINVEST nor its data providers shall be liable for direct or indirect loss, damage or consequential loss arising inter alia as a result of access, use, retrieval or surfing on this Website or related websites.

 

Investment performance

Indications as to previous performance do not permit any future forecasts. The prices of units and their income may go down as well as up. You may not get back the full amount of the original sum invested. Past performance is no guarantee of future performance. Indications concerning performance exclude commission, subscription and redemption fees. Exchange-rate fluctuations may additionally affect the values of foreign investments. The risk factors are described in the fund prospectuses.

 

United States of America

None of the investment funds referred to on this Website is or shall be registered under the United States Securities Act 1933 (as amended). The investment funds are and shall not be registered under the United States Investment Company Act 1940 (as amended). Therefore, on no account may such investment funds be offered or sold (1) in the United States of America, a federal state or another territory of the United States of America; or (2) to US nationals (within the meaning of Regulation S of the United States Security Act 1933, which relates to persons who are nationals of the United States of America or who have their domicile there or corporations which were incorporated under the laws of the United States of America or a federal state, territory or possession of the United States of America).

 

Taxes

Tax treatment depends on the personal circumstance of each investor and may change. Before making an investment decision, investors should take expert advice.

 

Rights of use, intellectual property rights

This Website is exclusively intended for personal and non-commercial use. No content of this Website or parts hereof may be adapted, reproduced, distributed, rendered public or made available to the public without the consent of CONVERTINVEST. Links to this Website shall require the prior consent of CONVERTINVEST, on the condition that they are structured as external links and link to our homepage.

 

Links to websites of third parties

This Website may comprise links to websites of third parties. Links shall be provided as an additional service. CONVERTINVEST however has no influence over the design and content of the websites of third parties to which links are provided and has no connection with them. For this reason, CONVERTINVEST assumes no liability for the content of the websites to which links are provided or the products or services which they offer. Use of such links to pages outside this Website is at the user's own risk.

 

Sundry provisions

CONVERTINVEST reserves the right to amend these terms and conditions of use at any time. Any amendments shall be notified to the user in an appropriate manner through notification on this Website. These terms and conditions of use are subject to Austrian law. With regard to any disputes arising from or in connection with these terms and conditions of use, Vienna is agreed as place of jurisdiction. In the event that any individual provisions of these terms and conditions of use should be or become invalid, this shall not affect the validity of the remaining terms hereof.

 

You have read and agree to the above terms and conditions of use.

 

 

 

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