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The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. The Fund’s current performance may be lower or higher than the performance data quoted. Investors may obtain performance information current to the most recent month-end by calling 877-734-6278.

Returns shown assume the reinvestment of all distributions and the deduction of all fund expenses. Returns for periods less than one year are not annualized. Total returns may reflect a waiver of part of the Fund's fees for certain periods since inception, without which returns would have been lower.

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Quality Growth Boutique

2025-04-30 Powering the AI boom teaser.jpg

Apr 30 2025 Viewpoint

Powering the AI boom: deficits create investment opportunities in self-generation solutions

The AI boom has increased demand for data centers, but US electric utilities lack the capacity to power them. This has led to a rise in self-generation solutions, benefiting companies like Schneider Electric and National Grid. The issue was a key theme at the recent Data Center Dynamics trade show.

Fixed Income Boutique

Mar 12 2025 Fixed Income Quarterly

Fixed Income Quarterly: “Your overconfidence is your weakness.”

We remain cautiously optimistic about Fixed Income returns. Tail risks are elevated, which dampens our confidence in “risk on” markets. But alpha opportunities still await risk-aware, active investors. Those who try to predict the next major macro shift may find themselves echoing Luke Skywalker’s words, “your overconfidence is your weakness.”

Investors rely on bonds for repeatable income, predictability of returns and downside protection. With over USD 128 trillion of bonds outstanding globally issued by governments, companies and other borrowers, what fixed income offers investors is flexibility. Long or short maturity, investment grade or high yield, developed or emerging markets, senior or subordinated – investors can calibrate any level of risk-return they require from bonds.

Get active

Your goals are best served by a manager who shares your responsibilities. The way we see it, active management provides a compass across the almost endless sea of fixed income choices.

We offer you a choice of risk-return profiles, each supported by a consistent investment philosophy and process. Investment profiles range from offering attractive yields with a focus on capital preservation for conservative investors, through to higher returns from dynamic research-driven strategies where price discipline can lift returns without sacrificing credit quality.

investment strategies 1988 start of managing fixed-income portfolios

investment teams, each covering their specific fixed-income field

portfolio management locations: London, Zurich, Hong Kong, New York

bn assets under management in CHF

43.7

bn EUR

45.2

bn USD

36.1

bn GBP

Represents Vontobel global asset management business across multiple subsidiaries in various locations.

Meet the team

Our portfolio managers are supported by a team of investment experts able to conduct financial as well as impact assessment and sustainability analyses. Being active asset managers, we rely on our own in-house fundamental research.

Meet the team

Investment specialists are subject to SEC requirements as part of the Participating Affiliate structure between Vontobel Asset Management, Inc. and the respective Participating Affiliate, currently, Vontobel Asset Management AG (“VAMAG”), and Vontobel (Hong Kong) Limited (“VHKL”).