Vontobel TwentyFour Sust S/T Bd IncAQNG£

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Trading AccountISAJISASIPP

Fund Info

  • Yield History3.01%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureSICAV
  • Fund Size (month end)SICAV
  • OCF0.39%
  • IA SectorTargeted Absolute Return
  • Manager GroupVontobel
  • DomicileLuxembourg
  • ISINLU2081485679

Investment Strategy

The Sub-Fund is an actively managed sub-fund which aims to achieve a positive total return over a 3-year period whilst maintaining an annualized volatility of no more than 3%. The Sub-Fund promotes environmental or social characteristics, but does not have as its objective sustainable investment, in accordance with Article 8 SFDR. The Sub-Fund will be screened in accordance with the Investment Manager’s view of appropriate ethical and sustainability principles. The Investment Manager will seek to avoid investments in companies with material production in tobacco, alcohol, gambling, adult entertainment, controversial weapons and carbon intensive industries, and companies involved in animal testing for cosmetic purposes.

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