Vontobel Fund TwentyFour Sustainable Short Term Bond Income AHI USD HRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 1.0 | 8.0 | 0.7 | -0.4 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Bond | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 24/10/2024 | USD 105.49 | |
Day Change | -0.04% | |
Morningstar Category™ | Other Bond | |
ISIN | LU2210409616 | |
Fund Size (Mil) 24/10/2024 | GBP 1477.56 | |
Share Class Size (Mil) 24/10/2024 | USD 0.40 | |
Max Initial Charge | - | |
Ongoing Charge 12/07/2024 | 0.54% |
Investment Objective: Vontobel Fund TwentyFour Sustainable Short Term Bond Income AHI USD H |
The Sub-Fund is actively managed and aims to achieve a positive total return over a 3-year period whilst maintaining an annualized volatility of no more than 3%. The Sub-Fund’s sustainable investment objective consists of investing in securities of issuers that contribute towards the Paris Agreement’s goal to hold the increase in the global average temperature to below 2°C above pre-industrial levels. The sustainable investments’ objectives are “climate change mitigation” and “climate change adaptation”. The Sub-Fund may also invest in sustainable investments with a social objective, namely “empowerment”. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Chris Bowie 22/01/2020 | ||
Gordon Shannon 22/01/2020 | ||
Click here to see others | ||
Inception Date 27/08/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Vontobel Fund TwentyFour Sustainable Short Term Bond Income AHI USD H | 30/09/2024 |
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