Wandelanleihen
Dachfonds investieren ihre Finanzmittel in andere Investmentfonds. Daher werden sie auch Funds of Funds genannt. Da das Kapital nicht in einzelne Aktien oder Immobilien gehalten wird, kann es in Form eines Dachfonds weiter gestreut werden, was in der Regel zu einer Risikominimierung führt. Maximal dürfen 20 Prozent des verwalteten Vermögens in einen einzigen Fonds investiert werden. Je nach Anteil der Aktien handelt es sich bei einem Dachfonds um eine mittel- bis langfristige Anlage.
| Name | Valor | Fondsgesellschaft | Währ. | 1Y % | 3Y % | 5Y % | Vol. (Mio.) |
|---|---|---|---|---|---|---|---|
| Redwheel Responsible Convertibles Fund A EUR Accumulation Fonds | 2848120 | RWC Partners Limited | EUR | 1.75 | 3.98 | 5.00 | 27.69 |
| Redwheel Responsible Convertibles Fund A GBP Accumulation Fonds | 2848132 | RWC Partners Limited | GBP | 1.82 | -4.39 | 11.76 | 27.69 |
| Redwheel Responsible Convertibles Fund A USD Accumulation Fonds | 2848123 | RWC Partners Limited | USD | -1.37 | -2.88 | 2.64 | 27.69 |
| Redwheel Responsible Convertibles Fund B CHF Accumulation Fonds | 3476513 | RWC Partners Limited | CHF | -0.95 | - | - | 27.69 |
| Redwheel Responsible Convertibles Fund B EUR Accumulation Fonds | 2848091 | RWC Partners Limited | EUR | 0.98 | -5.44 | 10.38 | 27.69 |
| Redwheel Responsible Convertibles Fund B GBP Accumulation Fonds | 2848115 | RWC Partners Limited | GBP | 2.49 | -2.40 | 15.71 | 27.69 |
| Redwheel Responsible Convertibles Fund B USD Accumulation Fonds | 2848111 | RWC Partners Limited | USD | 3.32 | -0.80 | 21.35 | 27.69 |
| Redwheel Responsible Convertibles Fund R GBP Accumulation Fonds | RWC Partners Limited | GBP | 2.40 | -2.64 | - | 27.69 | |
| SQUAD 4 Convertibles - I (CHF-Hedged) Fonds | 132391043 | Axxion S.A. | CHF | - | - | - | 31.97 |
| SQUAD 4 Convertibles - Insti (EUR) Fonds | 125344061 | Axxion S.A. | EUR | 11.04 | - | - | 31.97 |
| SQUAD 4 Convertibles - Insti (EUR-Hedg) Fonds | 135043240 | Axxion S.A. | EUR | - | - | - | 31.97 |
| SQUAD 4 Convertibles - Insti (USD) Fonds | 125344274 | Axxion S.A. | USD | 7.31 | - | - | 31.97 |
| SQUAD 4 Convertibles - Retail (EUR) Fonds | 125344319 | Axxion S.A. | EUR | 10.75 | - | - | 31.97 |
| SQUAD 4 Convertibles - Seeder Fonds | 125344046 | Axxion S.A. | EUR | 11.42 | - | - | 31.97 |
| SVA Global CB Fund of Funds Fonds | 28531647 | IFM Independent Fund Management AG | CHF | 21.22 | 5.53 | 5.91 | 4.98 |
| Salm - Salm Convertible Plus I Fonds | Universal-Investment Luxembourg SA | EUR | -21.06 | - | - | 3.96 | |
| Salm - Salm Convertible Plus R Fonds | Universal-Investment Luxembourg SA | EUR | -21.11 | - | - | 3.96 | |
| Salm - Salm Convertible Plus V Fonds | Universal-Investment Luxembourg SA | EUR | -21.07 | - | - | 3.96 | |
| Salm Balanced Convertible I EUR Fonds | 11661939 | Universal-Investment Luxembourg SA | EUR | -20.55 | -5.91 | -6.23 | 47.26 |
| Salm Balanced Convertible R EUR Fonds | 19270446 | Universal-Investment Luxembourg SA | EUR | -22.24 | -10.44 | -12.06 | 47.26 |