Ostrum Global Convertible Bonds attains fifth star from Morningstar
Ostrum Global Convertible Bonds has climbed in Morningstar’s newly published ratings and notches up a fifth star.
Ostrum Global Convertible Bonds has come through the crisis successfully on the back of its investment management decisions over these past months, and has climbed in the Morningstar ratings to end-May*.
The fund’s SI/A USD unit now ranks in the first decile YTD in the Convertible Bond - Global, USD Hedged category with a net performance of 3.54% vs. -0.81% for other funds in the same category.
Ostrum Global Convertible Bonds SI/A USD also ranks in the first decile over both one-year and three-year timeframes, with net showings of 11.36% and 15.57% vs. 5.20% and 8.04% respectively for other funds in the Convertible Bond - Global, USD Hedged category.
Ostrum Global Convertible Bonds invests in convertible bonds across a global universe, including North America, Europe and Asia. It takes an opportunity-driven approach to managing convertible bonds’ convexity and seeks to draw on individual bond selection to optimize the portfolio’s risk-return profile.
The fund’s minimum recommended investment timeframe is four years.
Click here for more information on Ostrum Global Convertible Bonds
Past performance is not a guarantee of future results. Any references to a ranking, rating or award for a mutual fund or AIF are not a guarantee of future performance.
Ostrum Global Convertible Bonds is a sub-fund of Natixis AM Funds, an investment company with variable capital (SICAV) under Luxembourg law: Natixis Investment Managers International is the management company, and Ostrum Asset Management is the delegated financial investment manager.
Invested capital is not guaranteed. The fund is primarily exposed to credit risk, liquidity risk and counterparty risk. Refer to the fund prospectus for a full description of risks.
*Source : Morningstar au 31/05/2020. Les informations sur les classements et la méthodologie sont disponibles sur le site www.morningstar.com