Vontobel Fund - TwentyFour Sustainable Short Term Bond Income

An actively managed sustainable Article 9 fund, long only, unlevered, easy to understand and designed to keep volatility low.

Investment Opportunity

Vontobel Fund - TwentyFour Sustainable Short-Term Bond Income (SSTBI) applies both positive and negative ESG screening to the investment universe, a system designed to reward companies for sound ESG practices. SSTBI is an actively managed short term bond fund that aims to deliver steady returns in any market environment while keeping volatility to a minimum.

Investment Objective

The Fund aims to achieve a positive total return over a 3-year period whilst maintaining an annualised volatility of no more than 3%. Additionally, the Fund has a sustainable investment objective within the meaning of Article 9 of the EU’s SFDR which 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

Why invest?

• Our ESG screening process helps to ensure investors’ capital is invested sustainably, while still benefiting from TwentyFour’s specialist and active approach to fixed income
• ESG score of the portfolio always higher than representative index*
• Combines a traditional negative screen with a positive screen and ESG Integration, using TwentyFour’s ESG Scoring Model
• Highly focused on security selection to generate alpha and lower risks. All bonds have to pass a rigorous screening process to show that they deliver good return potential with low volatility

*ICE/BAML 1-5Yr Global IG index.
 

Investment Team