Fisch Convertible Sustainable RC Cap CHF

The subfund is managed actively and invests worldwide, mainly in convertible bonds and other convertible securities issued by government and corporate issuers. The investment objective of the subfund is capital growth of the investments. The subfund pursues an dynamic strategy. This strategy combines sustainability exclusion criteria with a 'best-in-class' or 'best-of-class' approach. Compared with a defensive strategy, an dynamic strategy accepts a higher risk and aims for a higher return accordingly. At least 80% of the assets are invested in accordance with sustainability criteria. The subfund may invest up to 10% of its assets in investments whose sustainability has not been verified. Similarly, up to 10% of its assets may be invested in investments that are not sustainable. Up to 10% of its assets may be invested in instruments that are not traded on a regulated market. The subfund may use derivatives for efficient portfolio management and for hedging purposes. The portfolio manager may, at their discretion, make investments for the subfund within the predetermined investment guidelines. The subfund uses the benchmark FTSE Global Focus Hedged CHF for performance comparison. A portion of the subfund's investments will correspond to the components of the benchmark. However, the portfolio manager may, at its discretion, invest in securities which are not included in the relevant benchmark. The risk and reward profile of the subfund is comparable to that of the benchmark. Otherwise the standard investment guidelines according to UCITS V apply. This subfund promotes environmental and social characteristics within the meaning of Article 8 of the Disclosure Regulation (Regulation (EU) 2019/2088). Income is not distributed, but used for re-investment.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No