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Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 24.6% over the past year, reflecting strong price momentum.Cost Efficiency
Ongoing charge of 0.95% — above average for this category.What is FCVT?
Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in a portfolio of U. In general, convertible securities combine the investment characteristics of bonds and common stocks and typically consist of debt securities or preferred securities that may be converted or exchanged within a specified period of time into a certain amount of common stock or other equity security of the same or a different issuer.
Performance Highlights
Investment Breakdown
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