Vontobel Fund - Swiss Money

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

The fund invests worldwide mainly in money-market instruments and short-term bonds denominated in Swiss francs of diverse public and private issuers of good quality (investment grade). The fund may have limited exposure to such instruments and bonds denominated in other currencies or from issuers of lesser quality. The average maturity of the portfolio is maximum 12 months.

The investment specialist team has a long-standing experience and strong track record in Swiss-franc bond investing. They take high-conviction decisions based on in-depth macro-economic, relative-value and issuer analyses. The team continuously evaluates inefficiencies across global markets to identify the most remunerating opportunities within the investment universe across interest rates, credit spreads, and currencies. They can also draw upon the knowledge of their award-winning colleagues skilled in credit and emerging-market bond investing. While their focus is 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.