NOBC Monde Convertibles
Morningstar
Benefiting from global growth and the growth in emerging countries with bond protection
NOAM Monde Convertibles Convertibles provides access to the long-term performance of global equities without currency risk with, in the short term, bond protection.
The fund is mainly invested in convertible bonds (both traditional and synthetic) and optimises the features of the asset class through diversification into other instruments: bonds, equities and options.
The investment team sets the overall objectives for the fund’s sensitivity – in terms of geographic region, equities, credit, sectors, interest rates – then selects those companies with the most promising valuation prospects (equities or credit). It analyses and chooses the most attractive instruments in terms of performance and risk. The weightings of individual securities are set so as to achieve the overall sensitivity objectives.
Why invest in NOAM Monde Convertibles?
Performances
Calculate Performance :
| Month to date | 1 year (rolling) | 5 years (rolling) |
|---|---|---|
| -1,32% from 30/04/2012 to 14/05/2012 | -10,88% from 13/05/2011 to 14/05/2012 | 3,05% from 14/05/2007 to 14/05/2012 |
Characteristics
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Documentation available
 Monthly Report of 26/02/2010 |
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Simplified prospectus
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Full prospectus
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| Quarterly Snapshot of 30/03/2012 |
See archives | |
| Presentation of 30/05/2011 |
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| Présentation |
In the same asset class ...
Overall Morningstars end of mars 2012, source - 2012 Morningstar, Inc. All rights reserved.
Past performances offer no guarantee for future results. Noncontractual information.