Convertibles Bond Strategies

With over $2 billion in assets under management, Jefferies offers investment solutions for long-only strategies in convertible bonds as well as customized investment management services designed to incorporate client-specific criteria. Best known for our innovative approach and unique capabilities in the analysis and understanding of the performance characteristics of convertibles, our clients include pension funds, insurance companies and private banks in Switzerland, France and Germany.

Convertible Bonds

Jefferies has been a specialist in convertible-bond long-only investment management since 1995, managing segregated mandates for Swiss pension funds. Our products were extended with a Luxembourg UCITS III Fund, which is registered for sale across all European jurisdictions.

Jefferies Umbrella Fund (JUF)

Launched in September 2000, Jefferies Umbrella Fund is an investment company with variable capital (SICAV) under Luxembourg law. For detailed information on the JUF, please visit