Global Phoenix Convertible Strategy

The Global Phoenix Convertible Strategy mimics our bond-like convertible strategy, the Phoenix Convertible Income Strategy, but with a more global focus.  Global Phoenix will invest in “theoretically cheap” convertible securities that trade close to bond value.  The Strategy will also invest in non-US dollar convertibles, on a currency hedged basis, to exploit opportunities globally.   International investments will typically comprise 25%-60% of the Global Phoenix portfolio. 

This strategy is available in UCITS III and SICAV-SIF Luxembourg mutual funds format in addition to separately managed accounts.