Vontobel Fund - Active Beta Opportunities Plus- HS (hedged) CHF
ISIN LU2461814035 / Valor 11773229
Vontobel Fund - Active Beta Opportunities Plus- HS (hedged) CHF
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General Objective
This absolute-return-oriented multi-asset fund aims to participate in rising and falling markets, achieve steady value growth in the long term with a balanced risk profile (usual target volatility: 10%), as well as promote environmental and social characteristics.
Fund Exposure
The fund invests worldwide mainly in equity, government bond, commodity, and currency derivatives. Based on quantitative models and artificial intelligence, it systematically adapts its asset allocation to the risks and opportunities offered by the prevailing market conditions. The securities portfolio applies an ESG (Environmental, Social, Governance) integration/exclusion approach.
Risks
Risks associated with this fund include limited participation in the potential of single securities, investments in foreign currencies subject to currency fluctuations, and the success of single security analysis and active management cannot be guaranteed. Additionally, derivatives entail risks relating to liquidity, leverage, and credit fluctuations, while interest rates may vary, causing bonds to suffer price declines on rising interest rates. Price fluctuations of investments due to market, industry, and issuer linked changes are also possible.
Source
https://am.vontobel.com/de/view/LU2260684902/vontobel-fund-active-beta-opportunities-plus
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