Vontobel's Swiss franc bond wins Lipper performance awards

Communiqués de presse
15.02.2012 Temps de lecture: 2 minute(s)

 

Vontobel received two accolades each at this year's annual Lipper Fund Award in Austria and Spain. Lipper, a provider of investment fund research, named the Vontobel Fund – Swiss Franc Bond top performer in the category "Swiss Franc Bonds" over both five and ten years.

 

The Vontobel Fund – Swiss Franc Bond invests in bonds and other fixed- and variable-rate bonds denominated in Swiss francs. The fund posted a gain of 16.6% over five years and 29.8% over 10 years. "We are delighted with the awards, which underscore our expertise in Swiss bonds. Our product offering also includes absolute return strategies, corporate bonds and emerging market bonds," says portfolio manager Jürg Bretscher. The fund was launched in October 1991.

 

Lipper Fund Awards
Lipper nominates the funds that have consistently achieved risk-adjusted returns above the peer group average for investment periods of three, five and ten years. The annual award is made in a total of 23 countries.

 

Vontobel Fund – Swiss Franc Bond

 Portfolio manager:  Jürg Bretscher
 Portfolio manager location:  Zurich
 Fund domicile:  Luxembourg
 Fund currency:  CHF
 Fund volume in EUR million as at 30.12.2011:  196
 Share classes:  B (accumulation)
 Management fee in % p.a.:  B: 0.65%
 Benchmark:  SBI ® Foreign Rating AAA Total Return
 Share classes / ISIN:  B: LU0035738771

 

Contact

Media Relations Switzerland:     Reto Giudicetti    +41 (0)58 283 61 63

 

Disclaimer:
This document is for information purposes only and does not constitute an offer, to subscribe for shares of the Fund. Subscriptions of the Vontobel Fund, an investment fund under Luxembourg law (SICAV), should in any event be made solely on the basis of the current offering prospectus, the Key Investor Information Document (KIID), the articles of incorporation and the most recent annual or semi-annual report (for Italy also the "Modulo di Sottoscrizione") and after seeking the advice of an independent finance, legal, accounting and tax specialist. For more details regarding the potential risks of this Fund, please refer to the current full prospectus. Interested parties may obtain the abovementioned documents and the list of benchmarks free of charge from the representative in Switzerland: Vontobel Fonds Services AG, Gotthardstrasse 43, 8022 Zurich, the paying agent in Switzerland: Bank Vontobel AG, Gotthardstrasse 43, 8022 Zurich, the paying agent in Austria Bank Vontobel Österreich AG, Rathausplatz 4, 5020 Salzburg, the paying agent in Germany: B. Metzler seel. Sohn & Co. KGaA, Grosse Gallusstrasse 18, 60311 Frankfurt/Main, from the authorized distribution agencies and from the offices of the fund at 69, route d’Esch, L-1470 Luxembourg. They may also download these documents from our website at funds.vontobel.com.
Past performance is not a reliable indicator of current or future performance. Performance data take no account of the commissions and costs charged when units are issued and redeemed. The return of the Fund may go down as well as up due to changes in rates of exchange between currencies.