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AXA WF Framlington Global Convertibles F C CHF H pf

Ranked 19 out of 60 in - Convertibles Global over 12 months
All calculations are in CHF unless stated

Managed by

Marc Basselier

Paris born Marc Basselier is currently a senior fund manager at AXA Investment Managers where he joined in 2000. Basselier worked at Credit Agricole as a fund manager between 1997 and 2000. Basselier studied Mathematics at Ecole Centrale Paris and holds an EMBA from Université Paris Dauphine. He is a CFA charterholder.

Objective

The objective of the Sub-Fund is to achieve capital growth by investing in convertible securities markets. The Investment Manager will seek to achieve the objectives of the Sub-Fund by investing in convertible securities from issuers located anywhere in the world. The convertible securities selection will be focused on fundamental criteria (equity and credit), the issuer's quality and on convertible securities that the Investment Manager has identified as undervalued. The Sub-Fund will invest at least 51% of its net assets in investment grade convertible securities, taking into account that the Sub-Fund may invest up to 49% in securities rated sub-investment grade.

Showing fund performance in Switzerland View performance globally

Performance

Convertibles Global over : 31/10/2017 - 31/10/2018
  • Rank 19/60 Total Return
  • Rank 30/60 Standard Deviation
  • Rank 12/60 Max Drawdown
Fund Name Currency Return
17 Jupiter JGF Global Convertibles I CHF Acc HSC

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.7%

18 Man Convertibles Global I H CHF Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.7%

19 AXA WF Framlington Global Convertibles F C CHF H pf

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.9%

20 JPM Global Convertibles EUR C Acc CHF Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.9%

21 LO Funds Global Conv Bond Def Delta SH Seed CHF IA

Currency exposure is hedged

Currency exposure is hedged

CHF

-5.1%

Fund Name Currency Risk
28 SWC (CH) BF Convert Interntnl hedged CHF AAH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

4.5

29 M&G Global Convertibles CHF A-H Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

4.6

30 AXA WF Framlington Global Convertibles F C CHF H pf

Currency exposure is hedged

Currency exposure is hedged

CHF

4.6

30 JSS Bond - Global Convertibles I CHF hdg cap

Currency exposure is hedged

Currency exposure is hedged

CHF

4.6

32 3BG EMCore Convertibles Global CHF RT CHF

4.6

Fund Name Currency Loss
10 SWC (CH) BF Convert Interntnl hedged CHF AAH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.8%

11 FISCH Convertible Global Sustainable Fund AC CHF

-4.8%

12 AXA WF Framlington Global Convertibles F C CHF H pf

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.9%

13 H.A.M. Global Convertible Bond Fund A CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-5.2%

14 LUKB Expert-Global Convertible Bond Fund Q CHF

-5.2%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1% 0.3% 0.0%
2017 6.3% 1.9% 0.8% 2.4% 1.1%
2016 0.2% -3.5% -0.5% 3.7% 0.7%
2015 5.7% 5.0% 0.2% -2.3% 2.8%
2014 5.3% 1.9% 1.9% -0.8% 2.2%
2013 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Italy
  4. Korea
  5. Liechtenstein
  6. Luxembourg
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date19/09/2013
  • Share Class size00Mn
  • Base currencyCHF
  • ISIN LU0964944671
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment5,000

Charges

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).