Vontobel Fund TwentyFour Sustainable Short Term Bond Income H USD H
ISIN LU2388383049 / Valor 11374073
Vontobel Fund TwentyFour Sustainable Short Term Bond Income H USD H
UMushroom community rating:
General Objective
The bond fund aims to achieve a positive return over three years with a maximum annual volatility target of 3%. It seeks to promote environmental or social practices while maintaining risk diversification.
Fund Exposure
The fund invests worldwide mainly in shorter-term bonds in different currencies of various issuers of investment grade quality that seek to promote environmental or social practices. The average maturity of the portfolio is 3.5 years, and the fund can use derivative financial instruments for hedging purposes.
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 that the investor may not recover the capital invested. Additionally, interest rate fluctuations, high-yield bonds, and sustainability risks may impact the fund's performance.
Source
https://am.vontobel.com/en/view/LU2081485596/vontobel-fund-twentyfour-sustainable-short-term-bond-income
Ratings & reviews
OTHER SHARE CLASSES OF THIS FUND
