Press

March 19th, 2018

Second convertible bond fund with focus on sustainability

Lupus alpha expands convertible bond product range

The Frankfurt-based asset management company is extending its range of products for convertible bonds with a second mutual fund. Lupus alpha Sustainable Convertible Bonds (ISIN: DE000A2DTNQ7) invests in a global, broadly diversified portfolio of convertible bonds that meet strict sustainability criteria. Issuers are classified according to ecological, social, ethical and governance criteria. The analysis includes factors such as social standards, environmental management, product portfolio and corporate governance. By launching this new fund, Lupus alpha is responding to rising demand among institutional clients for investment strategies with a focus on sustainability.

Launched in early March 2018, this convertible bond fund pursues the same global investment strategy as Lupus alpha Global Convertible Bonds (ISIN: LU1535992389) launched in February 2017. This fund manages approximately EUR 55 million of fixed assets and has generated returns of 5.6 per cent with volatility of 3.7 per cent p.a. since its launch. Lupus alpha launched a retail asset class for the fund in January in response to high levels of interest from private investors (ISIN: LU1717012527). With Lupus alpha Sustainable Convertible Bonds, investors who focus on sustainable investment can also benefit from the advantages offered by the convertible bond asset class. Thanks to their hybrid part-bond, part-equity character, these instruments offer convexity, which means greater participation in both rising and falling equity markets, lower interest rate sensitivity and diversification advantages. In the current market environment of rising yet persistently low interest rates and an uncertain outlook on the equity markets, these characteristics are particularly in demand among investors. 

"The new convertible bond fund simultaneously offers convexity, growth and sustainability in a diversified portfolio of international convertible bonds", said Marc-Alexander Knieß, Portfolio Manager of Global Convertibles at Lupus alpha. "Our active investment approach allows us to make flexible use of a global spectrum of opportunities".  

The Lupus alpha Convertible Bonds team can draw on many years of success in managing convertibles. Before they joined Lupus alpha, portfolio managers Marc-Alexander Knieß and Stefan Schauer worked together at DWS. "The fund is actively managed with the aim of profiting from the asymmetric earnings profile of convertible bonds and achieving growth that outperforms the benchmark index in the long term. At the same time, we systematically hedge currency risks", explained Stefan Schauer.  

The stock selection partners for Lupus alpha Sustainable Convertible Bonds are imug / Vigeo Eiris, two leading providers of sustainability research. Stocks are chosen based on Vigeo Eiris's sustainable goods and services approach and using a comprehensive catalogue of exclusion criteria. Particular consideration is given to companies that make a positive contribution to the 17 Sustainable Development Goals (SDGs) of the United Nations. 

"Institutional investors are increasingly demanding funds that explicitly use sustainability filters", said Ralf Lochmüller, founding partner and spokesman of Lupus alpha. "Our 15 years of experience in ethically sustainable investment strategies mean we are well equipped to meet this demand – for both mutual funds and individual special fund mandates".  

Pia Kater
Press officer,
Communications & Marketing

pia.kater@lupusalpha.de +49 69 / 36 50 58 - 7401

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Ralf Lochmüller

Managing Partner, CEO

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Dr. Götz Albert, CFA

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Michael Frick

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Alexander Raviol

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Norbert Adam

Portfolio Management

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Peter C. Conzatti

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Björn Glück, CFA

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Stamatia Hagenstein

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Markus Herrmann, CFA

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Michael Hombach

Portfolio Management

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Marc-Alexander Knieß

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Sabrina Landsknecht, CAIA

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Marcus Ratz

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Dr. Klaus Ripper

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Mark Ritter, CAIA

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Gerald Rössel, CFA

Portfolio Management & Research

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Dr. Egbert Sauer

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Stefan Schauer

Portfolio Management

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Portfolio Management

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Pia Kater
Press officer,
Communications & Marketing

pia.kater@lupusalpha.de+49 69 / 36 50 58 - 7401

Annett Haubold
PR-Managerin,
Communications & Marketing

annett.haubold@lupusalpha.de+49 69 / 36 50 58 - 7403

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