Vontobel Fund - Swiss Franc Bond Foreign

This bond fund aims to generate steady income and achieve above-average investment returns over a full economic cycle, while promoting environmental or social characteristics and respecting risk diversification.

The fund invests worldwide mainly in bonds in Swiss francs with various maturities of diverse issuers of good quality (investment grade). It may have limited exposure to such instruments and bonds in other currencies or from issuers of lesser quality. The fund seeks to promote environmental or social characteristics.

The investment team takes high-conviction decisions based on in-depth macroeconomic, relative-value and issuer analyses. Using a proprietary model it excludes issuers from the investment universe that fail to meet specific ESG criteria (Environmental, Social, Governance). The team continuously evaluates inefficiencies across global markets to identify the most remunerating opportunities across interest rates, credit spreads, and currencies. With the focus on risk/reward optimization, the team actively adapts the portfolio striving to participate in favorable markets and keep the fund's vulnerability low in unfavorable markets.