Vontobel Fund (CH) - Pension Invest Balanced YV
ISIN CH0578494426 / Valor 57849442
Vontobel Fund (CH) - Pension Invest Balanced YV
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General Objective
This multi-asset fund aims to achieve steady capital growth while considering specific sustainability criteria and respecting risk diversification.
Fund Exposure
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
Risks associated with this fund include limited participation in the potential of single securities, uncertainty in the success of single security analysis and active management, and the possibility of not recovering the capital invested. Additionally, derivatives, interest rate fluctuations, commodity market volatility, and sustainability risks are factors that could impact the fund's performance.
Source
https://am.vontobel.com/en/view/CH0294813149/vontobel-fund-ch-pension-invest-balanced
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