Vontobel Fund II - Megatrends AG USD
ISIN LU2521693692 / Valor 12102717
Vontobel Fund II - Megatrends AG USD
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General Objective
This equity fund aims to achieve long-term capital growth and promote environmental and social characteristics while respecting risk diversification.
Fund Exposure
The fund invests worldwide in various themes boosted by technological, demographic, and social megatrends, mainly via equities of companies with long-term growth potential given their exposure to these themes. The fund seeks to promote environmental and social characteristics by excluding controversial sectors, applying specific ESG criteria, and engaging with companies on ESG issues.
Risks
Risks associated with this fund include limited participation in the potential of single securities, investments in foreign currencies subject to currency fluctuations, and the success of single security analysis and active management cannot be guaranteed. Additionally, derivatives entail risks relating to liquidity, leverage, and credit fluctuations, while investments in mid and small cap companies may be less liquid than investments in large cap companies.
Source
https://am.vontobel.com/de/view/LU2275723703/vontobel-fund-ii-megatrends
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