We are an independent asset management company run by specialists with extensive experience. We are passionate about convertible bonds. Our premium quality services are maintained by our minute attention to detail and customer focus. We are dedicated to meeting and exceeding our investors’ expectations.
CONVERTINVEST’s strategies are geared to long-term capital earnings with moderate risk through convertible bonds. We have become pioneers in this investment class as a result of the innovative nature and success of our individual strategies, such as the “Real Estate Convertible Bond Strategy”.
Our mutual funds are available in various tranches and licensed in many European countries. They have received several awards and enjoy an excellent reputation with investors in Austria, Germany and Switzerland. To meet the individual needs of institutional investors we also manage special funds with global convertible bonds.
We publish interesting newsletters on topics specifically related to convertible bonds and issue up-to-date media reports to inform investors, prospective investors and interested parties. At the same time we are mindful that other things in life are important too, and so for many years we have supported the Stiftung Kindertraum children’s charity.
The aim of the All-Cap Convertibles strategy is to outperform in the long term, also to achieve equity market performance with significantly lower volatility. The fund has outperformed the market since 2008 and is the multi-award-winning leader in its peer group.
This global strategy is geared to investors that require sustainability. Investment in convertible bonds is interesting particularly from the point of view of sustainability, as the advantages of asymmetry primarily come to the fore in the medium term and so, like sustainability, it is targeted at longer time horizons. With a partner that is strong in sustainability research, this approach offers the best of both worlds.
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 convinced to select this alternative for their portfolios by the fund’s superb performance since its inception in 2013.
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.
The aim of the All-Cap Convertibles strategy is to outperform in the long term, also to achieve equity market performance with significantly lower volatility. The fund has outperformed the market since 2008 and is the multi-award-winning leader in its peer group.
This global strategy is geared to investors that require sustainability. Investment in convertible bonds is interesting particularly from the point of view of sustainability, as the advantages of asymmetry primarily come to the fore in the medium term and so, like sustainability, it is targeted at longer time horizons. With a partner that is strong in sustainability research, this approach offers the best of both worlds.
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 convinced to select this alternative for their portfolios by the fund’s superb performance since its inception in 2013.
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.
This site uses cookies. Since you use our website, we assume that you agree with this use. For more information, see Disclaimer.
A once declared consent to the storage of cookies can be revoked by you at any time by deleting the cookies. The revocation of consent does not affect the legality of the processing carried out on the basis of the consent until the revocation.
