FTSE Qualified Global Convertible Index

Designed to provide a broad measure of the performance of the investable, global convertible bond market.

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  1. Overview
  2. Key resources
  3. Research and Insights
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About the FTSE Russell Qualified Global Convertible Index

Qualifying fixed income securities may be rated investment grade or non-investment grade by a recognised rating agency or unrated, may be issued with fixed or floating rates and must meet minimum size requirements in their local currency.

Individual issuers are capped at 4% of the Index at the start of each month. The index is rebalanced monthly to ensure the constituents’ continued compliance with the index rules though bonds may be removed from the index during the month, as a result of corporate actions.

Mandatory convertible bonds (i.e. convertible bonds which must be converted into equities at a given date), perpetual convertible bonds (i.e. convertible bonds which do not have a maturity date), and bonds issued under Rule 144a are excluded.

Key resources

Index announcements

Stay up-to-date and read the latest index change notices and announcements.

View all index announcements

Research and Insights

Research

Asset Allocation Insights - December 2024

Rising uncertainty and divergent global macro lead to high dispersion in performance between countries, industries and asset classes.

Research

Helping meet climate goals through bond index design: The FTSE TPI Fixed Income Index Series

In this paper we describe the Transition Pathway Initiative (TPI) and its purpose and show the role of TPI data in index design. We demonstrate how sustainable fixed income indices can serve as an engagement tool and describe the different index solutions we have developed.

Article

From modest beginnings to market leader

Learn how the FTSE WGBI evolved into a $30 trillion benchmark for global bond markets, shaping portfolio strategies and risk management for 40 years.
• FTSE Russell
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5 min

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