A global, long-only strategic bond fund with a minimum allocation to sustainable investments.

Vontobel Fund - TwentyFour Sustainable Strategic Income Fund seeks value across the global bond markets, targeting attractive returns throughout the economic cycle with a strong focus on ESG considerations.

Investment objective

The Fund aims to provide an attractive level of income, along with an opportunity for capital growth by investing in a broad range of bonds and fixed income instruments.

The Fund promotes environmental and social characteristics within the meaning of Article 8 of the EU’s SFDR. While the Fund does not have an explicit sustainable investment objective, the portfolio will have a minimum 50% allocation to sustainable investments.

Why invest?

• Our ESG screening process helps to ensure investors’ capital is invested sustainably as required, while still benefiting from TwentyFour’s specialist and active approach to fixed income.
• Negative screening rules out familiar ‘sin’ sectors and corporates from countries with poor ESG practices, then a positive screen excludes any bond issuers below a set threshold.
• A global, flexible fund not tied to any benchmark.
• An investment universe spanning government bonds, investment grade, high yield and emerging markets, as well as more specialist sectors such as subordinated financials and asset-backed securities.
• High conviction approach seeks relative value by geography, sector, bond issuer and type of bond, looking to capture alpha from the bottom-up as well as top-down.
• Long-only and unlevered, but with a hedging toolkit available for managing currency, interest rate and credit risk.