Vontobel Fund II - Global Small & Mid-Cap Opportunities V USD Cap
ISIN LU2275724420 / Valor 59018499
Vontobel Fund II - Global Small & Mid-Cap Opportunities V USD Cap
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Vontobel Fd II Megatrends is an actively managed fund that invests primarily in global stocks and equity-like instruments of companies poised to benefit from major long-term trends such as urbanization, climate change, technological advancements, and shifts in global economic power. The portfolio includes investments in Chinese A-Shares through Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect programs and allocates up to 10% of its assets to real estate equities, REITs, and REICs. Additionally, the fund may hold a portion of its assets in bank deposits to support its investment strategy. The selection of investments is based on both qualitative and quantitative analysis to capture opportunities arising from significant societal and economic developments.
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