Bantleon convertible bond fund wins Lipper Awards again

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%.

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This marketing communication is an advertisement. It shall neither be seen as an investment advice nor a recommendation or request for a purchase or sale of a product. The given information can and should not replace an individually coordinated consultation by persons qualified for this purpose. All statements are based on the information currently available to Bantleon and can be changed without any notification. The full details of the mutual funds are described in the respective prospectuses, the key information document (PRIIP-KID) and the semi-annual and annual reports. These documents are the only binding basis for a purchase of fund shares. They are available free of charge on www.bantleon.com or can be ordered in printed form from Bantleon Invest Kapitalverwaltungsgesellschaft mbH, Aegidientorplatz 2a, 30159 Hannover (Fund Management Company in Germany) or Bantleon GmbH, Aegidientorplatz 2a, 30159 Hanover, from Erste Bank der österreichischen Sparkassen AG, Am Belvedere 1, 1100 Vienna (Contact and Information Agent in Austria), LLB Swiss Investment AG, Claridenstrasse 20, 8002 Zurich (Representative in Switzerland) or UBS Switzerland AG, Bahnhofstrasse 45, 8001 Zurich (Paying Agent in Switzerland). Performance calculations are based on the daily fund share prices and the reinvestment of income (BVI method). All costs within the fund are taken into consideration, expect the subscription fee. Additional fees, commissions and other costs can be charged at the time of buying. These costs are not taken into account in the calculations presented here and can have a negative impact on performance. Past performance is not indicative of future results. The issued shares of the mutual funds are only allowed to be offered or sold in legal jurisdictions where such an offer or sale is permitted. In particular, the shares cannot be offered or sold within the United States of America nor to or on behalf of US citizens or persons living in the United States of America or anyone qualifying as a US person according to the applicable regulations in the United States of America. This document and its content are not allowed to be distributed within the USA. The distribution and publication of this document as well as the offer and sale of shares may also be subject to restrictions in other legal jurisdictions. The information herein has been compiled with the utmost care and attention. However, no responsibility is taken for the correctness and completeness of this information. Any liability for possible losses directly or indirectly linked to this information is excluded. If in this publication the term »Bantleon« is used without any further specification, it refers to Bantleon AG, domiciled in Zurich (Switzerland), and all its associated companies, in particular subsidiaries (also referred to as the »Bantleon Group«). This is a translation of the German disclaimer. The German version shall be binding for the interpretation of this advertisement.

 

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