Vontobel Fund TwentyFour Sustainable Short Term Bond Income HNG USD H
ISIN LU2386631993 / Valor 11362100
Vontobel Fund TwentyFour Sustainable Short Term Bond Income HNG USD H
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General Objective
This bond fund aims to achieve a positive total return over 3 years while maintaining an annualized volatility of no more than 3%, investing in securities of issuers that contribute towards the Paris Agreement's goal to limit the increase in global average temperature to below 2°C above pre-industrial levels.
Fund Exposure
The fund invests worldwide mainly in shorter-term investment grade quality bonds, with at least 80% in sustainable investments, excluding certain detrimental economic activities. The average maturity of the portfolio may not exceed 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 recovering the invested capital, interest rate fluctuations affecting bond prices, and the impact of sustainability risks on the fund's performance. Additionally, high-yield bonds may pose greater market fluctuations and default risks.
Source
https://am.vontobel.com/en/view/LU2081485596/vontobel-fund-twentyfour-sustainable-short-term-bond-income
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