Vontobel Asset Management has expanded its multi asset class offering by launching two new funds with different risk/return profiles, Vontobel Fund – Target Return Balanced and Vontobel Fund – Target Return Growth.
The launches emphasise Vontobel’s commitment to expand its multi asset class business with assets under management of 14 billion Swiss francs.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
After the massive liquidity injections from major central banks worldwide, investors today face a low-interest rate environment, in which both equities and bonds have delivered positive performance.
The situation is exacerbated by the fact that valuations in certain parts of the capital markets already look stretched. As economic and monetary policy developments on both sides of the Atlantic are going to diverge, likely to drive volatility higher, stability and capital preservation are bound to gain relevance.
With a clearly defined risk and return profile, our target return funds are actively managed and offer investors the possibility to invest in flexible, yet robust portfolios that participate in the investment performance of different asset classes such as equities, fixed income, commodities and currencies around the globe. The investment target of the funds is to achieve a positive return over a full market cycle.
To achieve this, the funds focus on delivering stable growth of returns while actively managing the overall risk (risk budget). The new funds complement Vontobel Asset Management’s target return offering, which was launched in 2010 with the Vontobel Fund – Target Return Defensive.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataPhilippe Bonvin, Head Outcome Driven Investments, says: "When striving for attractive returns, investors today are required to take investment risks in a reasonable, diversified and ? in particular ? controlled way. This is precisely what our approach delivers."
