Convertible Bonds

Convertible Bonds

Morley has managed convertible bond portfolios since January 2000. The Global Convertible Bond team consists of three dedicated fund managers based in two office locations. David Clott and Shawn Mato are located in Boston, while Tom Wills is based in our head-office in London.

The team manages in excess of USD2 billion in convertible bonds for a variety of internal and external clients. The Convertibles team’s flagship fund, the Aviva Investors Global Convertibles Fund, was launched in April 2002 and holds assets in excess of USD 850m (as at 31 March 2008).

 

 

Tom Wills, co-manager of the Aviva Investors Global Convertibles Fund, reviews the current benefits of investing in Global Convertible bonds and Morley's strength in this asset class.

 

 Play       

 

Fund or Account Description USD (m)
Aviva Investors Global Convertibles Fund 952
Global segregated mandates 667
Allocations from multi-asset funds 244
Convertibles hedge fund 162
Total 2,027

Exchange rate used USD/GBP = 1,99511. Source: Morley, all data as at July 2008.

 

Aside from the SICAV sub-fund, the team manages a number of segregated accounts with both regional and global mandates. In addition, the team manages the convertibles portion of multi-asset funds and a hedge fund, which was launched on 01 December 2005.

 



For further information please contact your sales or client relationship manager. Alternatively please e-mail info.lu@morleyfm.com