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Vontobel Fund Multi Asset Defensive B EUR

Ranked 34 out of 42 in - Conservative EUR over 12 months
All calculations are in GBP unless stated

Managed by

Robert Borenich

Robert Borenich has been a senior portfolio manager within Vontobel Asset Management’s multi-asset solutions team in Zurich since 2012. In his role, he is responsible for the management of selected Austrian client portfolios and ODI-Mandates. From 2007 to 2011, he was a portfolio manager in the Vienna branch, where he managed portfolios of Austrian key account clients, partially by applying a capital protection approach. He started his career in 2000 at Bank Austria Creditanstalt, advising high-net-worth individuals on multi-asset solutions. Prior to this, he completed several internships in private banking and risk management for various Austrian Banks.

Objective

While respecting the principle of risk diversification, up to 100% of the Sub-Funds net assets may be exposed to the fixed-income asset class, by, including but not limited to, purchasing bonds, notes and similar fixed-interest and floating-rate securities issued by public and/or private borrowers.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 -2.3%
2018 -2.5% -1.8% 0.3% 0.0% -1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Liechtenstein
  6. Luxembourg
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date30/11/2017
  • Share Class size03Mn
  • Base currencyUnits
  • ISIN LU1700372789

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.70%
  • Initial investment0.70%

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