Convincing performance and key figures (Photo: freepik, princenabid388)
In times of volatile markets and uncertainty, the Vontobel Credit Opportunities fund shows how investors can achieve attractive returns even in turbulent phases. After a decade of extremely low interest rates, bonds are experiencing a renaissance. A more stable interest rate environment opens up new opportunities for price gains and attractive returns.
Better framework conditions for bonds
The long period of low interest rates that characterized the bond market from 2008 to 2022 appears to be finally over. The monetary policy easing of many central banks now creates an ideal environment for pension investments. Falling interest rates lead to rising prices of existing bonds, while broad diversification offers protection against geopolitical tensions and economic risks.
The Vontobel Credit Opportunities Fund combines stable bonds from renowned issuers with high-yield securities from emerging markets and the high-yield segment. This interaction creates a balanced spread of risk and opens up interesting profit opportunities for the investor.
Broadly diversified and actively managed
The Vontobel Credit Opportunities Fund (ISIN: LU1242417589) is a dynamic solution for investors who want to benefit from current market conditions. The fund management, led by Kai Hirschlein and Stella Ma, relies on a broadly diversified investment strategy: government and corporate bonds, asset backed securities (ABS), convertible bonds and CoCo bonds form the cornerstones of the portfolio.
Through the flexible use of derivatives, interest rate, currency and credit spread risks can be managed efficiently. This active management strategy enables the fund to react quickly to market changes and to both exploit opportunities and mitigate risks.
Convincing performance and key figures
The fund’s track record speaks for itself: Since its launch in 2015, the fund has achieved an increase in value of almost 140 percent – this corresponds to an average annual return of 9.68 percent. The performance in 2024 is particularly noteworthy, in which the fund shone with a return of 26.8 percent.
With a Sharpe ratio of 1.12 and volatility of 9.8 percent, the fund shows that its returns have not come at the price of excessive risk. This combination of stability and profitability makes the fund an attractive choice for sophisticated investors.
Portfolio with substance and dynamism
The quality of the portfolio is reflected in the individual positions: the Gran Tierra Energy bonds offer an attractive return, the Toronto Dominion Bank securities offer stability and reliable income streams. Additional return opportunities are offered by exposure to emerging markets such as Cameroon, which offer high returns but also political risks.
Conclusion: A smart choice for dynamic investors
Vontobel Credit Opportunities combines strategic flexibility with experienced management and a broadly diversified portfolio. In a dynamic market environment, it impresses with high returns, active risk management and stable performance.
This fund offers an interesting investment opportunity for investors who value capital growth and regular income equally. Being available in US dollars and in a currency-hedged Euro share class (ISIN: LU2416423056), the fund is ideal for investors who want to take advantage of high-yield opportunities even in uncertain times.
Disclaimer:
Not investment advice. No call to buy or sell securities.