Absolute return convertibles strategy

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Our absolute return convertible bond strategy seeks to generate attractive risk-adjusted returns that demonstrate low correlation to bond and equity markets and contain volatility, through investment in a focused portfolio of long positions in convertibles paired with dynamic equity hedges.

Investors can access our absolute return convertible bond capabilities through the BNY Mellon Absolute Return Global Convertible Fund.

Features

Seeking strong risk-adjusted returns: Through combining the defensive characteristics of convertible bonds with robust credit and equity analysis, we believe the strategy has the ability to deliver strong risk-adjusted returns throughout the market cycle.

Opportunity set: A number of different factors have led to convertible bond issuance increasing to levels not seen in over a decade, with significant growth in potential opportunities for active investors.

Highly experienced team: The strategy’s management team has over 20 years’ experience of managing convertible bond strategies including hedge funds and absolute return mandates. In managing the strategy, the team draws upon Insight’s wider investment resources in equity and credit research, quantitative analysis and risk management.

 

Important information

The value of investments and any income from them will fluctuate and is not guaranteed (this may be partly due to exchange rate fluctuations). Investors may not get back the full amount invested. Past performance is not a guide to future performance.

Investments in bonds are affected by interest rates and inflation trends which may affect the value of the portfolio.

Please refer to the underlying fund or strategy documentation such as the Prospectus or IMA for details of the specific risks associated with investment.