Redwheel Global Convertibles Fund Class B Shares GBP (Dist)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 22.6 | -3.0 | -16.7 | 7.1 | -2.3 | |
+/-Cat | 4.0 | -3.3 | -0.8 | -0.1 | -2.5 | |
+/-B’mrk | - | - | - | - | - | |
Category: Convertible Bond - Global, GBP Hedged | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 16/05/2024 | GBP 797.16 | |
Day Change | -0.07% | |
Morningstar Category™ | Convertible Bond - Global, GBP Hedged | |
IA (formerly IMA) Sector | Specialist Bond | |
ISIN | LU0892083196 | |
Fund Size (Mil) 16/05/2024 | EUR 358.90 | |
Share Class Size (Mil) 16/05/2024 | GBP 37.19 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 31/10/2023 | 1.06% |
Investment Objective: Redwheel Global Convertibles Fund Class B Shares GBP (Dist) |
To provide a return by investing primarily in a diversified portfolio of convertible securities throughout the world. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Davide Basile 07/01/2010 | ||
Inception Date 21/02/2013 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Refinitiv Global Focus Hgd CB TR EUR | - |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Redwheel Global Convertibles Fund Class B Shares GBP (Dist) | 30/04/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
|