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Vontobel Fund II Vescore Active Beta HNh GBP

Ranked 2 out of 64 in - Balanced EUR over 1 months
All calculations are in GBP unless stated

Managed by

Stephan Schneider

Stephan Schneider is head of portfolio management at Vescore, the quantitative investing boutique of Vontobel Asset Management. He and his team are responsible for managing Vescore’s customised institutional mandates and mutual funds. Schneider joined Vescore in July 2006 as a portfolio manager. He is also part of the management team of Vontobel Asset Management. He holds a degree in macroeconomics from Ludwig-Maximilians-University Munich with a major in capital market research and financing. He is also a Certified International Investment Analyst (CIIA) and Certified European Financial Analyst (CEFA).

Objective

This Subfund aims to achieve a steady increase in absolute value. On the basis of internally developed models, the Subfund invests directly or indirectly in various securities such as equities, bonds, money market instruments, sight deposits or callable deposits with a maximum maturity of 12 months and derived financial instruments. The Subfund aims to balance the weighting of equities and bonds optimally adjusted to the prevailing fundamental environment. The Subfund may use derivatives to achieve the investment objective and for the purpose of hedging.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced EUR over : 28/02/2019 - 31/03/2019
  • Rank 2/64 Total Return
  • Rank 1/64 Standard Deviation
  • Rank 1/64 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. United Kingdom

Fund Info

  • Launch date21/01/2019
  • Share Class size00Mn
  • Base currencyUnits
  • ISIN LU1936095113
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1

Charges

  • Annual management0.45%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).