LiLux Convert – Invest flexibly, profit selectively

The fund is not authorized for public distribution in Germany.

The well-known LiLux Convert is the front-runner among convertible bond funds. The fund’s recipe for success lies in the careful selection of convertible bonds: active fund management with respect for a good credit quality and strong bond-like convertible characteristics. This approach helps the fund to overcome downturns in equity markets with minimal losses. This strategy has proven itself effective since 1996, making the LiLux Convert the ideal module for a sophisticated investment portfolio or an attractive alternative to a classic multi-asset fund.

The fund primarily invests in convertible bonds and other fixed or floating rate securities issued by international issuers, as well as in liquid assets and other permissible investments. The fund’s assets may be denominated in currencies of OECD member states or any freely convertible currency.

 

At a Glance

  • Initial Launch: 1996 – nearly 30 years of track record
  • Higher growth potential than a traditional bond fund
  • Lower risk than a purely equity fund
  • Accumulating income (reinvested earnings)

 

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Source: BloombergLiLux Convert

Period

Disclaimer Performance is shown in Euro. Past performance is not a reliable indicator of future results. All performance figures are shown after deduction of product costs and are provided for information purposes only. The value of investments may rise or fall, and investors may not get back the amount originally invested. Transaction costs, as well as subscription and redemption fees, may affect performance.

LiLux Convert
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Since its launch, the LiLux Convert fund
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