This fund aims to achieve performance, net of fees, exceeding the Refinitiv Focus Europe Hedged EUR Index over a minimum investment period of three years.
Schelcher Convertible ESG (Z) is tailored to investors seeking active wealth management using instruments with asymmetric potential returns (two thirds of market upturn captured versus one third of downturn).
Schelcher Prince Convertibles received the Lipper Best Fund Award in 2011, 2015, 2016, 2017 and 2018 (Europe Convertible Bonds category for an investment period of 10 years). In 2014, the fund received the Lipper Best Fund Award in the Europe Convertible Bonds category for investments over 3, 5 and 10 years.
Cumulative performance
|
5.39% |
Year-to-Date Performance |
3.52% |
Volatility | 5.56% |
NAV au 6/11/24 |
95.39€ |
Net assets au 6/11/24 |
199.18M€ |
Recomanded Minimum Investment Horizon | 3 ans |
Synthetic Risk Profile |
1234567 |
The fund was awarded the Lipper Award for Best 10-Year Fund in the European Convertible Bond category in 2018, 2017, 2016, 2015 and 2011. In 2014, it received the Lipper Award for Best Fund over 3, 5 and 10 years in the European convertible bond category.
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
---|---|---|---|---|---|---|---|
Fund | NC | NC | +5.00% | +10.11% | -3.29% | -12.84% | +4.17% |
Benchmark Index | NC | NC | +7.57% | +6.06% | -0.90% | -15.00% | +5.11% |
Fund Name | YTD Performance |
---|---|
Schelcher Flexible Short Duration ESG (Z) | 2.20% |
Schelcher Optimal Income ESG (Z) | 0.59% |
Schelcher Global High Yield ESG (Z) | 3.59% |