Vontobel Fund (CH) - Pension Invest Balanced A

This multi-asset fund aims to achieve steady capital growth while considering specific sustainability criteria and respecting risk diversification.

The fund invests worldwide across multiple asset classes, predominantly in bonds and equities of quality issuers that fulfill strict environmental, social, and governance criteria. The equity portion of the fund may not exceed 50%.

Risks associated with this fund include limited participation in the potential of single securities, currency fluctuations for investments in foreign currencies, and the uncertainty of recovering the capital invested. Additionally, derivatives entail risks related to liquidity, leverage, and credit fluctuations, while interest rate fluctuations may impact bond prices. Commodity investments and money market investments also pose risks of volatility and economic instability, respectively.

https://am.vontobel.com/de/view/CH0294813149/vontobel-fund-ch-pension-invest-balanced