Maximizing Growth with Convertible Bonds
A global fund leveraging the unique advantages of convertible bonds to deliver long-term capital appreciation.
The Global Harvest Fund seeks to generate long-term capital appreciation through a globally diversified portfolio primarily composed of convertible bonds.
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Why choose
HARVEST Global Convertible
Asymmetric Return
Potential
Leverages the unique characteristics of convertible bonds, offering upside equity participation with downside protection.
Risk/Return
Advantages
Combines decades of proven performance benefits of convertible bonds with global market exposure.
Portfolio
Resilience
Provides a balanced investment approach, reducing volatility compared to pure equity or bond strategies.
Investment Strategy
By investing in a diversified portfolio of global convertible bonds, the fund aims to combine the growth potential of equities with the stability of bonds, while minimizing volatility.
Convertible Bonds Focus
Invests primarily in convertible bonds to capture upside potential while offering downside protection.
Emphasizes the long-term risk/return advantages of convertible bonds over traditional bonds and equities.
Global Portfolio Diversification
Allocates across a broad range of regions and industries, ensuring exposure to both developed and emerging markets.
Reduces reliance on any single geography or sector, enhancing overall portfolio resilience.
Asymmetric Return Profile
Maximizes growth potential with equity-like returns while minimizing risk with bond-like stability.
Focuses on companies with strong fundamentals and growth trajectories to optimize returns.
Active Management Expertise
Employs a proactive, research-driven approach to identify high-quality convertible bonds globally.
Regularly reviews and rebalances the portfolio to adapt to market dynamics and capitalize on emerging opportunities.
Long-Term Growth Focus
Designed for investors seeking steady, risk-adjusted capital appreciation over time.
Combines stability and growth, making it an ideal choice for navigating diverse market environments.
Management Company
Harvest Investment
Type
UCITS
Agent
VP Bank Luxembourg
ISIN
LU0442197868
The HARVEST GLOBAL FUND fund is designed to achieve long-term capital appreciation by investing in a globally diversified portfolio of convertible bonds.
This strategy capitalizes on the asymmetric return profile of convertible bonds, which provides equity-like growth potential while mitigating downside risk.
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Documents
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UCITS (Undertakings for Collective Investment in Transferable Securities) funds are highly regulated and provide robust investor protection across the EU.
They offer transparency, liquidity, and diversification. As a Luxembourg-based ManCo regulated under CSSF, we provide UCITS funds with EU passporting, allowing seamless cross-border investments.
Our ManCo is fully regulated under the Commission de Surveillance du Secteur Financier (CSSF), adhering to stringent guidelines to safeguard investors and ensure transparency.
We leverage advanced compliance tools and offer discretionary management that aligns with regulatory standards across Europe.
Alternative investment funds offer diversification beyond traditional asset classes, such as stocks and bonds. These include hedge funds, real estate, and private equity.
Our ManCo provides a range of alternative investment options, offering potentially higher returns with customized risk management strategies.
We offer a range of life insurance products that complement wealth management strategies, including savings plans and unit-linked life insurance.
Our products are tailored to provide tax efficiency, asset protection, and wealth transfer solutions, benefiting both high-net-worth individuals and families.
Discretionary portfolio management is a service where our team of experts manages your investments on your behalf. Based on your risk profile, goals, and preferences, we implement a tailored investment strategy to grow and protect your wealth.
Our wealth managers actively monitor and adjust your portfolio to align with market conditions.
Our next-gen wealth management platform uses cutting-edge technology to provide personalized investment strategies, real-time data, and advanced analytics. It democratizes access to wealth management, offering tools that help clients make informed investment decisions and address gaps such as gender-based wealth inequality.
Luxembourg is a global financial hub with strong regulatory oversight, including CSSF, and offers the ability to passport services across the EU.
Our ManCo takes advantage of Luxembourg’s regulatory framework to provide clients with diverse investment options, from UCITS funds to alternative investments and life insurance products.
Our life insurance products and pension funds are structured to provide significant tax benefits, depending on your domicile. These products help in efficient wealth transfer, asset protection, and retirement planning, ensuring long-term financial security for investors.
We use state-of-the-art risk management tools, AI-driven compliance systems, and regular reporting to ensure full transparency. Our discretionary management service is tailored to meet your risk tolerance and financial goals, offering peace of mind while growing your wealth.
Thanks to EU passporting, our UCITS funds and alternative investment solutions are accessible to investors across Europe. We also offer customized wealth management services, including life insurance and pension plans, to international clients looking to diversify and optimize their portfolios.
Investment minimums vary depending on the product or service. For UCITS funds, the entry point is often accessible to retail investors, while alternative investments and discretionary management services typically have higher minimums.
Contact us for specific details tailored to your investment profile.