The MRB Wandelobligationen Fonds aims to achieve superior investment returns over an investment cycle while staying focused to represent the lowest level of investment risk among global peer funds.
The fund conceptionally represents a muted equity sensitivity (delta 20%-35%), a limited duration risk (average duration < 2 years) and a positive bond yield ("carry"). Against the backdrop of a historically low volatility <3% (12M) and a muted downside risk (max. drawdown) the fund qualifies as a startegic investment within the bond part of portfolios.
2013: Citywire ® selects the MRB Wandelobligationen Fonds as one of the top 5 funds (ovverall) in its segment (globally, 5 years).
LIPPER ® classifies the MRB Convertible Bond Fund as a "Leader" within its category.
Lipper-Rating (3 years):
Rating 4 (1-5)
Rating 5 (1-5)
(The best 20% of a peer group of funds are classified as "Lipper Leaders" (Rating: 5))