Vontobel Fund II - Active Beta I EUR
ISIN LU1936094652 / Valor 45838263
Vontobel Fund II - Active Beta I EUR
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General Objective
This absolute-return-oriented multi-asset fund aims to participate in rising markets, achieve steady value growth in the long term with a balanced risk profile, as well as promote environmental and social characteristics.
Fund Exposure
The fund invests worldwide mainly in equity and government bond derivatives. Based on quantitative models, it systematically adapts its equity ratio and bond duration to the risks and opportunities offered by the prevailing market conditions. The securities portfolio applies an ESG integration/exclusion approach.
Risks
Investments in foreign currencies are subject to currency fluctuations. Interest rates may vary, bonds suffer price declines on rising interest rates. Use of Derivatives may entail additional risks (e.g. Counterparty risk). Price fluctuations of investments due to market, industry, and issuer linked changes are possible. Money market investments are associated with risks of a money market, such as interest rate fluctuations, inflation risk, and economic instability. The Sub-Fund’s investments may be subject to sustainability risks.
Source
https://am.vontobel.com/de/view/LU1617166936/vontobel-fund-ii-active-beta
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