The dynamic convertible bond fund Bantleon Global Convertibles is among the winners of the »LSEG Lipper Fund Awards 2026«, in which the renowned fund analysis company LSEG Lipper awarded the funds with the best risk-adjusted returns over various time periods. Bantleon Global Convertibles ranked first in the category »Bond Convertibles Global« in Europe, Germany and Switzerland, with above-average performance of 13.63%* p.a., 3.66%** p.a. and 7.09%*** p.a. over 3, 5 and 10 years, respectively (USD share class LU2279741255). Already last year, the fund had received Lipper Awards for its outstanding risk-adjusted return over 5 years in Europe and Switzerland, as well as over 5 and 10 years in Germany.
»We are thrilled that Bantleon Global Convertibles has once again been awarded for its risk-adjusted performance, this time across all three time periods,« explains Oliver Gasser, CEO and Head of Portfolio Management at Bantleon Convertible Experts AG. »Despite the challenging market environment, long-standing portfolio managers Rossitza Haritova and Lukas Buxtorf have been able to generate consistent added value for our investors thanks to their proven management approach, which is characterised by systematic selection, broad diversification and an unrestricted universe.«
*30. December 2022 – 29. December 2023: 8.48%; 29. December 2023 – 30. December 2024: 8.87%; 30. December 2024 – 30. December 2025: 24.28%.
**31. December 2020 – 31. December 2021: 1.56%; 31. December 2021 – 30. December 2022:
-19.70%; 30. December 2022 – 29. December 2023: 8.48%; 29. December 2023 – 30. December 2024: 8.87%; 30. December 2024 – 30. December 2025: 24.28%.
***31. December 2015 – 30. December 2016: 1.34%; 30. December 2016 – 29. December 2017: 11.22%; 29. December 2017 – 31. December 2018: -5.23%; 31. December 2018 – 31. December 2019: 16.67%; 31. December 2019 – 31. December 2020: 33.02%; 31. December 2020 – 31. December 2021: 1.56%; 31. December 2021 – 30. December 2022: -19.70%; 30. December 2022 – 29. December 2023: 8.48%; 29. December 2023 – 30. December 2024: 8.87%; 30. December 2024 – 30. December 2025: 24.28%.
