The investment objective of the Sub-Fund is to obtain an attractive total return from a combination of current income and capital appreciation by investing in a diversified portfolio of U.S., non-U.S. and high income convertible securities. The relative allocation of the Sub-Fund’s NAV between U.S. (including high income convertibles, which are predominantly U.S.) and non-U.S. convertibles will be: 45% US Convertibles, 45% Non-US Convertibles and 10% High Income Convertibles. The precise allocation within these ranges will vary from time to time based on market fluctuations, the relative availability of attractive opportunities and other factors that the Investment Manager may consider in its discretion. To achieve this objective, the Sub-Fund will seek to invest in a diversified portfolio of convertible securities which individually, and therefore collectively, may capture a higher percentage of their underlying stocks’ gains than the percentage losses that they will reflect.
Información sobre el fondo de inversión Oaktree Lux Funds Glbl Convert Bd Fd
El fondo Oaktree Lux Funds Glbl Convert Bd Fd, con ISIN, LU0854923223 de la gestora MULTICONCEPT FUND MGMT pertenece a la categoría RF Convertibles Global - USD Cubierto dentro de los fondos de RF Convertibles