Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund aims to deliver attractive total return by investing primarily in global convertible bonds, with currency exposure hedged back to US dollars. It allocates the portfolio across global convertible securities providing both equity upside participation and fixed income downside protection, while systematically hedging non-USD currency exposure. The strategy employs Schroders' specialist convertible research focused on identifying attractive convertible opportunities globally with balanced risk-return profiles. Through hedged global convertible bond investment, the fund provides differentiated hybrid security exposure in USD terms, appropriate for diversified investors seeking convertible bond participation with embedded equity participation and bond-like protection. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +15.86% | +15.86% |
| 3-Year Return | +38.98% | +11.59% |
| 5-Year Return | +12.03% | +2.30% |
| 10-Year Return | +64.73% | +5.12% |
| All Time Return | +121.39% | +4.39% |
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