Wandelanleihen
Dachfonds investieren ihre Finanzmittel in andere Investmentfonds. Daher werden sie auch Funds of Funds genannt. Da das Kapital nicht in einzelne Aktien oder Immobilien gehalten wird, kann es in Form eines Dachfonds weiter gestreut werden, was in der Regel zu einer Risikominimierung führt. Maximal dürfen 20 Prozent des verwalteten Vermögens in einen einzigen Fonds investiert werden. Je nach Anteil der Aktien handelt es sich bei einem Dachfonds um eine mittel- bis langfristige Anlage.
| Name | Valor | Fondsgesellschaft | Währ. | 1Y % | 3Y % | 5Y % | Vol. (Mio.) |
|---|---|---|---|---|---|---|---|
| Lazard Convertible Global RC H-EUR Fonds | Lazard Frères Gestion | EUR | 10.05 | 21.61 | 5.84 | 2416.88 | |
| Lazard Convertible Global RC H-HKD Fonds | Lazard Frères Gestion | HKD | 11.19 | 26.05 | 34.84 | 2416.88 | |
| Lazard Convertible Global RC H-SGD Fonds | Lazard Frères Gestion | SGD | 9.96 | 23.34 | 30.43 | 2416.88 | |
| Lazard Convertible Global RC H-USD Fonds | Lazard Frères Gestion | USD | 12.13 | 29.33 | 38.89 | 2416.88 | |
| Lazard Convertible Global RC USD Fonds | 46085184 | Lazard Frères Gestion | USD | 12.02 | 31.58 | 9.82 | 2416.88 |
| Lazard Convertible Global RD EUR Fonds | Lazard Frères Gestion | EUR | 6.37 | 8.74 | 8.86 | 2416.88 | |
| Lazard Convertible Global RD H-USD Fonds | Lazard Frères Gestion | USD | 12.12 | 29.32 | 16.09 | 2416.88 | |
| Lazard Convertible Global RD USD Fonds | Lazard Frères Gestion | USD | 12.02 | 31.56 | 9.80 | 2416.88 | |
| Lazard Convertible Global T H-EUR Fonds | Lazard Frères Gestion | EUR | 10.76 | 23.98 | 9.32 | 2416.88 | |
| Lazard Convertible Global TC EUR Fonds | Lazard Frères Gestion | EUR | 7.08 | 10.90 | 12.46 | 2416.88 | |
| Lazard Convertible Global TC GBP Fonds | 47312319 | Lazard Frères Gestion | GBP | 12.21 | - | - | 2416.88 |
| Lazard Convertible Global TD GBP Fonds | Lazard Frères Gestion | GBP | 11.56 | 7.05 | 4.70 | 2416.88 | |
| Lazard Global Convertibles Investment Grade Fund A Acc CHF Hedged Fonds | 111121727 | Lazard Fund Managers (Ireland) Ltd | CHF | 4.33 | - | - | 134.0 |
| Lazard Global Convertibles Investment Grade Fund A Acc EUR Hedged Fonds | 111121728 | Lazard Fund Managers (Ireland) Ltd | EUR | 6.88 | 24.84 | - | 134.0 |
| Lazard Global Convertibles Investment Grade Fund A Acc USD Fonds | 111121735 | Lazard Fund Managers (Ireland) Ltd | USD | 10.10 | 40.39 | - | 134.0 |
| Lazard Global Convertibles Investment Grade Fund A Acc USD Hedged Fonds | 113604318 | Lazard Fund Managers (Ireland) Ltd | USD | 9.25 | - | - | 134.0 |
| Lazard Global Convertibles Investment Grade Fund A Dist EUR Hedged Fonds | 111121740 | Lazard Fund Managers (Ireland) Ltd | EUR | 6.91 | 24.88 | - | 134.0 |
| Lazard Global Convertibles Investment Grade Fund BP Acc CHF Hedged Fonds | Lazard Fund Managers (Ireland) Ltd | CHF | - | - | - | 134.0 | |
| Lazard Global Convertibles Investment Grade Fund C Dist EUR Hedged Fonds | 111119960 | Lazard Fund Managers (Ireland) Ltd | EUR | - | - | - | 134.0 |
| Lazard Global Convertibles Investment Grade Fund EA Acc CHF Hedged Fonds | Lazard Fund Managers (Ireland) Ltd | CHF | 4.72 | 17.89 | - | 134.0 |