Vontobel Fund II - Duff & Phelps Global Listed Infrastructure

This equity fund aims to achieve capital growth in the long term and seeks to promote environmental or social practices while respecting risk diversification.

The fund invests worldwide mainly in stocks of companies from the telecommunications, utilities, transportation, and energy sectors that own or operate high-quality infrastructure assets. The selected firms exhibit consistent and rather predictable business models, seek to promote environmental or social practices, and offer potential for high and sustainable profitability, solid capital appreciation, and robust dividend growth.

The experienced investment specialist team adheres to a rigorous process based on fundamental company and valuation analyses while using a proprietary sustainability analysis tool which excludes companies that derive a certain percentage of their revenues from certain controversial business activities. In line with their continuous assessment of current market conditions and future developments, the team allocates the portfolio flexibly, striving to participate in rising markets and protect capital during declining markets.