Vontobel Fund Belvista Dynamic Commodity B-USD

At A Glance

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Net Asset Value

92.17USD

 -0.35

24 Jul 2014

YTD Return (Cumulative)
 3.43%
5 Year Return (Annualized)
--
Classification
Commodities
Manager Benchmark
CB DJ UBS Commodity Index
Lipper Leader Profile (Overall)
N/A
N/A
N/A
N/A

Growth of 10,000USD since July, 2012 »

 Vontobel Fund Belvista Dynamic Commodity B-USD

The Growth of 10,000USD chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund PromoterVontobel
Portfolio ManagerVontobel Europe SA
Launch Date02 May 2012
Geographical FocusGlobal
Redemption Current--
Redemption Max0.30%
Redemption Min--

Fees, Expenses, & Minimums

Early Redemption Fee0.30%
Initial Current--
Initial Max5.00%
Initial Min--
Regular Investments--
Irregular Investments--
Total Net Assets3.99  M USD
Total Net Assets Date30 Jun 2014
Annual Current Charge1.50%
Annual Max Charge1.65%
Annual Min Charge--

Investment Strategy

The fund invests in time deposits, short-term money market instruments and interest-bearing securities with short maturities as well as complex investment instruments such as swap transactions.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
N/A
Consistent Return
N/A
Capital Preservation
N/A
Low Expense
N/A

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

Lipper Leaders.com

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Quick Fund Facts

This fund is not an index fund
This fund is open to new investors
This fund is not ISA eligible
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