Vontobel Fund (CH) - Sustainable Swiss Equity I
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General Objective
The fund aims to generate long-term capital growth while considering specific sustainability criteria and respecting risk diversification. It invests in a concentrated portfolio mainly including stocks of innovative Swiss companies that are leaders in their industry, offer interesting profitability growth potential, and have attractive upside potential versus estimated enterprise values at the time of investment.
Fund Exposure
The fund is exposed to Swiss equities, with a focus on innovative companies that demonstrate strong growth potential and sustainability criteria. The portfolio includes stocks of companies in sectors such as Consumer Staples, Industrials, Financials, Materials, Consumer Discretionary, Information Technology, Health Care, and Cash. The fund actively manages its positions based on in-depth research and considers environmental, social, and governance criteria in its selection process.
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, the use of derivative financial instruments introduces risks related to liquidity, leverage, credit fluctuations, illiquidity, and volatility. Investments in mid and small-cap companies may be less liquid, and the fund may be subject to sustainability risks that could impact its performance positively or negatively.