Vontobel Fund II - Active Beta Opportunities HI (hedged) USD Cap header image

Vontobel Fund II - Active Beta Opportunities HI (hedged) USD Cap

Fund

ISIN LU2033388641 / Valor 49239151

NAV (2025-12-05)
USD 112.69-0.06%

Vontobel Fund II - Active Beta Opportunities HI (hedged) USD Cap
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

Vontobel Fd II Active Beta Opp is a global multi-asset fund that invests primarily in stocks, bonds, currencies, and commodities. Using advanced quantitative models, the fund dynamically adjusts its investments to take advantage of different risk factors based on current market conditions. It can also engage in short selling through derivatives to enhance returns. Typically, the fund holds between –10% and 50% in equities and maintains bond durations from 0 to 10 years. This approach aims to achieve steady long-term growth while managing risk effectively.

Content summarized by AI chatbot
Tags:
multi asset absolute return

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Vontobel Fund II - Active Beta Opportunities C EUR Acc
Vontobel Fund II - Active Beta Opportunities C EUR Acc Vontobel Fund II - Active Beta Opportunities C EUR Acc Valor: 14673877
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%EUR 101.11
Vontobel Fund II - Active Beta Opportunities N EUR Acc
Vontobel Fund II - Active Beta Opportunities N EUR Acc Vontobel Fund II - Active Beta Opportunities N EUR Acc Valor: 49239144
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.07%EUR 102.07
Vontobel Fund II - Active Beta Opportunities HI (hedged) CHF Cap
Vontobel Fund II - Active Beta Opportunities HI (hedged) CHF Cap Vontobel Fund II - Active Beta Opportunities HI (hedged) CHF Cap Valor: 49239135
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.07%CHF 94.02
Vontobel Fund II - Active Beta Opportunities SA EUR Inc
Vontobel Fund II - Active Beta Opportunities SA EUR Inc Vontobel Fund II - Active Beta Opportunities SA EUR Inc Valor: 48822341
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.06%EUR 111.94
Vontobel Fund II - Active Beta Opportunities AI EUR Inc
Vontobel Fund II - Active Beta Opportunities AI EUR Inc Vontobel Fund II - Active Beta Opportunities AI EUR Inc Valor: 48822332
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.07%EUR 130.66
Vontobel Fund II - Active Beta Opportunities I EUR Acc
Vontobel Fund II - Active Beta Opportunities I EUR Acc Vontobel Fund II - Active Beta Opportunities I EUR Acc Valor: 49111163
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.07%EUR 102.01
Vontobel Fund II - Active Beta Opportunities HN (hedged) CHF Cap
Vontobel Fund II - Active Beta Opportunities HN (hedged) CHF Cap Vontobel Fund II - Active Beta Opportunities HN (hedged) CHF Cap Valor: 49239149
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.06%GBP 108.50
Vontobel Fund II - Active Beta Opportunities A EUR Inc
Vontobel Fund II - Active Beta Opportunities A EUR Inc Vontobel Fund II - Active Beta Opportunities A EUR Inc Valor: 49239180
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.07%EUR 99.11
Vontobel Fund II - Active Beta Opportunities H (hedged) CHF Cap
Vontobel Fund II - Active Beta Opportunities H (hedged) CHF Cap Vontobel Fund II - Active Beta Opportunities H (hedged) CHF Cap Valor: 49111802
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%CHF 91.36
Vontobel Fund II - Active Beta Opportunities HN (hedged) GBP Cap
Vontobel Fund II - Active Beta Opportunities HN (hedged) GBP Cap Vontobel Fund II - Active Beta Opportunities HN (hedged) GBP Cap Valor: 58699440
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.07%CHF 89.00