Thomson Reuters Lipper Fund Award 2018
Morningstar Rating 5 Stars
for CONVERTINVEST All-Cap Convertible Funds in the category "European Convertible Bonds".
Morningstar Rating 5 Stars
for CONVERTINVEST Global Convertible Properties in the category "Global Convertibles" (EUR hedged).
Morningstar Rating 5 Stars
for CONVERTINVEST Global Convertible Properties in the category "Global Convertibles" (EUR hedged).
Thomson Reuters Lipper Fund Award 2016
Thomson Reuters Lipper Fund Award 2016
for CONVERTINVEST All-Cap Convertibles Fund. Best European Convertible Fund in Austria, 5 years.
Morningstar Rating 4 Sterne
for CONVERTINVEST All-Cap Convertibles Fund in the category "European convertible bonds".
FERI Fund Innovations 2015
Morningstar Rating 4 Sterne
for CONVERTINVEST All-Cap Convertibles Fund in the category "European convertible bonds".
Morningstar Analyst Rating ™
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.
Morningstar Rating 4 Sterne
for CONVERTINVEST All-Cap Convertibles Fund in the category "European convertible bonds".
Morningstar Qualitative Rating ™ 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
for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible bonds".
Deutscher Fondspreis 2011, 5 Jahre
1st place in the category: CONVERTIBLE BONDS EUROPE, EUR, 5 years for CONVERTINVEST European Convertible & Bond Fund.
Deutscher Fondspreis 2011, 3 Jahre
2nd place in the category:
CONVERTIBLE BONDS EUROPE, EUR, 3 years for CONVERTINVEST European Convertible & Bond Fund.
Citywire-Fondsmanager Rating
Lipper Award
for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible bonds".
Morningstar Rating 5 Sterne
for CONVERTINVEST European Convertible & Bond Fund in the category "Absolute Return EURO".
€uro Fondsnote 1
for CONVERTINVEST European Convertible & Bond Fund in the category Absolute Return / bond-oriented strategies.
FERI Fonds Rating (B)
for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible and warrant-linked bonds".
Österreichischer Fondspreis, 3 Jahre
1st place in the category:
CONVERTIBLE BONDS EUROPA, EUR, 3 years for CONVERTINVEST European Convertible & Bond Fund.
Österreichischer Fondspreis 2010, 5 Jahre
1st place in the category:
CONVERTIBLE BONDS EUROPA, EUR, 5 years for CONVERTINVEST European Convertible & Bond Fund.
Lipper Award
for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible bonds".
FERI Fonds Rating (B)
for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible and warrant-linked bonds".
Morningstar Rating 4 Sterne
for CONVERTINVEST European Convertible & Bond Fund in the category "absolute return EURO".
MLP Investment Award 2009
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
Best Funds over three years:
BOND CONVERTIBLES EUROPE for CONVERTINVEST European Convertible & Bond Fund.
Lipper Fund Awards 2009, Europa, 5 Jahre
Best Fund over five years:
BOND CONVERTIBLES EUROPE for CONVERTINVEST European Convertible & Bond Fund.
Lipper Fund Awards 2009, Deutschland, 3 Jahre
Best Fund over three years:
BOND CONVERTIBLES EUROPE for CONVERTINVEST European Convertible & Bond Fund.
Lipper Fund Awards 2009, Deutschland, 5 Jahre
Best Fund over five years:
BOND CONVERTIBLES GERMANY for CONVERTINVEST European Convertible & Bond Fund.
Lipper Fund Awards 2009, Österreich, 3 Jahre
Best Fund over three years:
BOND CONVERTIBLES AUSTRIA for CONVERTINVEST European Convertible & Bond Fund.
Lipper Fund Awards 2009, Österreich, 5 Jahre
Best Fund over five years:
BOND CONVERTIBLES AUSTRIA for CONVERTINVEST European Convertible & Bond Fund.
Lipper Fund Awards 2009, Schweiz, 3 Jahre
Best Fund over three years:
BOND CONVERTIBLES SWITZERLAND for CONVERTINVEST European Convertible & Bond Fund.
Lipper Fund Awards 2009, Schweiz, 5 Jahre
Best Fund over five years:
BOND CONVERTIBLES SWITZERLAND for CONVERTINVEST European Convertible & Bond Fund.
FERI Fonds Rating (B)
for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible and warrant-linked bonds".
Morningstar Rating 5 Sterne
for CONVERTINVEST European Convertible & Bond Fund in the category "absolute return EURO".
Lipper Leaders
for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible bonds".
Lipper Award
for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible bonds".
Lipper Leaders
for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible bonds".
Morningstar Rating 5 Sterne
for CONVERTINVEST European Convertible & Bond Fund in the category "absolute return EURO".
Lipper Leaders
for CONVERTINVEST European Convertible & Bond Fund in the category "European convertible bonds".
Lipper Leaders
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.
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.
moreThis 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.
moreThe 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.
moreWe 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
CONVERTINVEST
Financial Services GmbH
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Tel.: + 43 2252 25 99 79 - 0
Fax: + 43 2252 25 99 79 - 29
E- Mail: office@convertinvest.com
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