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.) |
---|---|---|---|---|---|---|---|
UBS (Lux) Bond SICAV - Convert Global (EUR) P-acc Fonds | 1976715 | UBS Asset Management (Europe) S.A. | EUR | 8.73 | -10.62 | 16.66 | 3981.41 |
UBS (Lux) Bond SICAV - Convert Global (EUR) P-dist Fonds | 3288644 | UBS Asset Management (Europe) S.A. | EUR | 8.70 | -10.65 | 16.61 | 3981.41 |
UBS (Lux) Bond SICAV - Convert Global (EUR) Q-acc Fonds | 3933775 | UBS Asset Management (Europe) S.A. | EUR | 9.68 | -8.21 | 21.98 | 3981.41 |
UBS (Lux) Bond SICAV - Convert Global (EUR) Q-dist Fonds | 4731782 | UBS Asset Management (Europe) S.A. | EUR | 9.68 | -8.21 | 21.98 | 3981.41 |
UBS (Lux) Institutional Fund - Global Convertible Bonds (CHF hedged) I-A1-acc Fonds | 2532320 | UBS Asset Management (Europe) S.A. | CHF | 7.58 | -10.04 | 20.60 | 135.67 |
UBS (Lux) Institutional Fund - Global Convertible Bonds (CHF hedged) I-B-acc Fonds | 2650210 | UBS Asset Management (Europe) S.A. | CHF | 8.35 | -8.18 | 24.56 | 135.67 |
UBS (Lux) Institutional Fund - Global Convertible Bonds (CHF hedged) I-X-acc Fonds | 2532329 | UBS Asset Management (Europe) S.A. | CHF | 8.42 | -8.00 | 24.97 | 135.67 |
UBS (Lux) Institutional Fund - Global Convertible Bonds I-A1-acc Fonds | 2532313 | UBS Asset Management (Europe) S.A. | EUR | 10.28 | -6.01 | 26.67 | 135.67 |
UBS (Lux) Institutional Fund - Global Convertible Bonds I-A1-dist Fonds | 2532336 | UBS Asset Management (Europe) S.A. | EUR | 10.28 | -5.88 | 27.26 | 135.67 |
UBS (Lux) Institutional Fund - Global Convertible Bonds I-B-acc Fonds | 2532318 | UBS Asset Management (Europe) S.A. | EUR | 8.09 | -7.29 | 27.09 | 135.67 |
UBS (Lux) Institutional Fund - Global Convertible Bonds XA Fonds | 2532328 | UBS Asset Management (Europe) S.A. | EUR | -5.40 | 47.30 | 18.31 | 135.67 |
UniInstitutional Convertibles Protect EUR A Fonds | 1948897 | Union Investment Luxembourg SA | EUR | 10.59 | -0.06 | 1.98 | 75.06 |
UniInstitutional Convertibles Protect EUR LA Fonds | Union Investment Luxembourg SA | EUR | -11.12 | - | - | 223.08 | |
UniInstitutional Global Convertibles Dynamic Fonds | Union Investment Luxembourg SA | EUR | 13.18 | -9.52 | - | 89.62 | |
UniInstitutional Global Convertibles Fonds | 3412663 | Union Investment Luxembourg SA | EUR | 12.93 | -8.92 | 16.21 | 298.97 |
UniInstitutional Global Convertibles Sustainable CHF A Fonds | Union Investment Luxembourg SA | CHF | 0.85 | -17.33 | - | 759.07 | |
UniInstitutional Global Convertibles Sustainable EUR A Fonds | Union Investment Luxembourg SA | EUR | 10.99 | -10.94 | 14.85 | 621.36 | |
UniInstitutional Global Convertibles Sustainable EUR T Fonds | Union Investment Luxembourg SA | EUR | - | - | - | 858.52 | |
UniInstitutional Global Convertibles Sustainable USD A Fonds | Union Investment Luxembourg SA | USD | 4.28 | - | - | 759.07 | |
Vontobel Fund - Global Convertible Bond A EUR Fonds | 4216755 | Vontobel Asset Management S.A. | EUR | 2.87 | 2.21 | -2.87 | 24.15 |