• BEST OF 2017

    Morningstar Rating 5 Stars

    Morningstar 5 Sterne

    for CONVERTINVEST Global Convertible Properties in the category "Global Convertibles" (EUR hedged).

    Euro Fund Awards 2017

    Fund Award 2017

    3rd place of all European Convertible Funds, 3 and 5 years, for CONVERTINVEST All-Cap Convertibles Fund, for Dipl.-Bw. Nils Lesser and Mag. Paul Hoffmann.

  • BEST OF 2016

    Citywire AA 2016

    citywirearating

    for Dr. Gerhard Kratochwil and Dipl.-Bw. Nils Lesser, fund manager of the CONVERTINVEST All-Cap Convertibles Fund in the category "European convertible bonds".

    Thomson Reuters Lipper Fund Award 2016

    lipper logo 2016

    for CONVERTINVEST All-Cap Convertibles Fund. Best European Convertible Fund in Germany, 5 years.


    Euro Fund Award 2016

    logo fundaward 2016 neu

    3rd place of all European Convertible Funds, 1 and 3 years, for CONVERTINVEST All-Cap Convertibles Fund, for Dipl.-Bw. Nils Lesser and Mag. Paul Hoffmann.

    Thomson Reuters Lipper Fund Award 2016

    lipper logo 2016

    for CONVERTINVEST All-Cap Convertibles Fund. Best European Convertible Fund in Austria, 5 years.

  • BEST OF 2015

    Citywire AA

    citywirearating

    for Dr. Gerhard Kratochwil and Dipl.-Bw. Nils Lesser, fund manager of the CONVERTINVEST All-Cap Convertibles Fund in the category "European convertible bonds".

    Morningstar Rating 4 Sterne

    morningstar neu

    for CONVERTINVEST All-Cap Convertibles Fund in the category "European convertible bonds".

    FERI Fund Innovations 2015

    for CONVERTINVEST Global Convertible Properties.

    FERI EuroRating Awards 2015
  • BEST OF 2014

    Morningstar Rating 4 Sterne

    morningstar neu

    for CONVERTINVEST All-Cap Convertibles Fund in the category "European convertible bonds".

  • BEST OF 2012

    Morningstar Analyst Rating ™

    Morningstar Bronze

    In May 2012, the CONVERTINVEST European Convertible & Bond FundCONVERTINVEST European Convertible & Bond Fund (AT0000674981) was rated "Bronze" by rating agency Morningstar. This is the second-best qualitative rating in its peer group.

  • BEST OF 2011

    Morningstar Rating 4 Sterne

    morningstar neu

    for CONVERTINVEST All-Cap Convertibles Fund in the category "European convertible bonds".

    Morningstar Qualitative Rating ™ GUT

    morningstar gut

    In January 2011, the CONVERTINVEST European Convertible & Bond Fund (AT0000674981) was rated "Superior" by rating agency Morningstar. Across the five-grade Morningstar Qualitative RatingTM, this is the best rating ever given to the peer group of European convertible bonds.

    Morningstar Rating 5 Sterne

    Morningstar 5 Sterne

    for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible bonds".

    Deutscher Fondspreis 2011, 5 Jahre

    Deutscher Fondspreis 20115Jahre

    1st place in the category: CONVERTIBLE BONDS EUROPE, EUR, 5 years for CONVERTINVEST European Convertible & Bond Fund.

    Deutscher Fondspreis 2011, 3 Jahre

    DeutscherFondspreis20113Jahre

    2nd place in the category:
    CONVERTIBLE BONDS EUROPE, EUR, 3 years for CONVERTINVEST European Convertible & Bond Fund.

  • BEST OF 2010

    Citywire-Fondsmanager Rating

    Citywire Lipper

    Lipper Award

    Lipper Rating Bewertung lipper Logo

    for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible bonds".

    Morningstar Rating 5 Sterne

    Morningstar 5 Sterne

    for CONVERTINVEST European Convertible & Bond Fund in the category "Absolute Return EURO".

    €uro Fondsnote 1

    euro fondsnote 1

    for CONVERTINVEST European Convertible & Bond Fund in the category Absolute Return / bond-oriented strategies.

    FERI Fonds Rating (B)

    feri

    for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible and warrant-linked bonds".

    Österreichischer Fondspreis, 3 Jahre

    Osterreichischer FondsAward2010

    1st place in the category:
    CONVERTIBLE BONDS EUROPA, EUR, 3 years for CONVERTINVEST European Convertible & Bond Fund.

    Österreichischer Fondspreis 2010, 5 Jahre

    Osterreichischer Fondspreis 2010 5 Jahre

    1st place in the category:
    CONVERTIBLE BONDS EUROPA, EUR, 5 years for CONVERTINVEST European Convertible & Bond Fund.

  • BEST OF 2009

    Lipper Award

    Lipper Bewertung 2 lipper Logo

    for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible bonds".

    FERI Fonds Rating (B)

    feri

    for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible and warrant-linked bonds".

    Morningstar Rating 4 Sterne

    morningstar neu

    for CONVERTINVEST European Convertible & Bond Fund in the category "absolute return EURO".

    MLP Investment Award 2009

    MLPAward2009

    or CONVERTINVEST European Convertible & Bond Fund.
    Within the MLP cash investment concept, the MLP Investment Award recognizes funds achieving outstanding performance compared with the respective peer group index.

    Lipper Fund Awards 2009, Europa, 3 Jahre

    LipperFundAwards2009

    Best Funds over three years:
    BOND CONVERTIBLES EUROPE for CONVERTINVEST European Convertible & Bond Fund.

    Lipper Fund Awards 2009, Europa, 5 Jahre

    LipperFundAwards2009

    Best Fund over five years:
    BOND CONVERTIBLES EUROPE for CONVERTINVEST European Convertible & Bond Fund.

    Lipper Fund Awards 2009, Deutschland, 3 Jahre

    LipperFundsAwards2009Germany

    Best Fund over three years:
    BOND CONVERTIBLES EUROPE for CONVERTINVEST European Convertible & Bond Fund.

    Lipper Fund Awards 2009, Deutschland, 5 Jahre

    LipperFundsAwards2009Germany

    Best Fund over five years:
    BOND CONVERTIBLES GERMANY for CONVERTINVEST European Convertible & Bond Fund.

    Lipper Fund Awards 2009, Österreich, 3 Jahre

    lipperfundawardsOsterreich2009

    Best Fund over three years:
    BOND CONVERTIBLES AUSTRIA for CONVERTINVEST European Convertible & Bond Fund.

    Lipper Fund Awards 2009, Österreich, 5 Jahre

    lipperfundawardsOsterreich2009

    Best Fund over five years:
    BOND CONVERTIBLES AUSTRIA for CONVERTINVEST European Convertible & Bond Fund.

    Lipper Fund Awards 2009, Schweiz, 3 Jahre

    LipperFundAwardsSchweiz2009

    Best Fund over three years:
    BOND CONVERTIBLES SWITZERLAND for CONVERTINVEST European Convertible & Bond Fund.

    Lipper Fund Awards 2009, Schweiz, 5 Jahre

    LipperFundAwardsSchweiz2009

    Best Fund over five years:
    BOND CONVERTIBLES SWITZERLAND for CONVERTINVEST European Convertible & Bond Fund.

  • BEST OF 2008

    FERI Fonds Rating (B)

    feri

    for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible and warrant-linked bonds".
     

    Morningstar Rating 5 Sterne

    Morningstar 5 Sterne

    for CONVERTINVEST European Convertible & Bond Fund in the category "absolute return EURO".

    Lipper Leaders

    LipperLeaders

    for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible bonds".

    Lipper Award

    lipper Logo LipperBewertung2008

    for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible bonds".

  • BEST OF 2007

    Lipper Leaders

    LipperLeaders

    for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible bonds".

    Morningstar Rating 5 Sterne

    Morningstar 5 Sterne

    for CONVERTINVEST European Convertible & Bond Fund in the category "absolute return EURO".

  • BEST OF 2006

    Lipper Leaders

    LipperLeaders

    for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible bonds".

  • BEST OF 2005

    Lipper Leaders

    LipperLeaders

    for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible bonds".

*) Copyright © 2012 Morningstar. All Rights Reserved. The information, data and opinions expressed ("Information") and contained herein: (1) are proprietary to Morningstar and/or its content providers and are not intended to represent investment advice or recommendation to buy or sell any security; (2) may not be copied or distributed without express license to do so; and (3) are not warranted to be accurate, complete or timely. Morningstar reserve its rights to charge for access to these Ratings and/or Rating report. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this Rating, Rating, Report or Information contained therein.

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