Vontobel Fund - Global Equity Income

This equity fund aims to deliver strong total returns with superior income generation over a market cycle, and to promote environmental and social characteristics. Additionally, it aims to protect capital and income from inflation.

The fund invests across developed and emerging markets. It seeks to invest, at sensible prices and promoting environmental and social characteristics, in stocks of high-quality and dividend-paying companies. These should exhibit relatively stable and predictable earnings growth that can be sustained for extended periods.

The investment team adheres to a defined bottom-up approach that focuses on in-depth company research. In pursuit of the fund's goal to promote environmental or social characteristics, the team uses an exclusion screen, takes various safeguards, evaluates all investments against sustainability criteria, and oversees corporate governance. To support the goals of the investment style the team follows an active stewardship strategy through direct engagement with companies and a voting policy. The team manages the fund actively, aiming to participate in rising markets and protect capital during declining markets.