Vontobel Fund - TwentyFour Sustainable Short Term Bond Income

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

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.

Why invest?

• Sustainable objective: Emissions Reduction, carbon transition focus with credit holdings being Net Zero or Paris Aligned*
• 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

* At least 90% of fixed rate credit holdings must be Net Zero or Paris Aligned, rising to 95% by 2025 and 100% by 2030.
**ICE/BAML 1-5Yr Global IG index.
 

Investment team