People power:

How ESG empowers investors
to drive positive change.

Sustainable investing is a hot topic. We commissioned a survey of 4,600 people in 14 countries to find out what they really think. We were concerned to find that although investors follow sustainable principles in their daily lives, their awareness of sustainable investment opportunities is limited.

Act ESG by Vontobel Asset Management signals a discussion on sustainable investing. As ESG becomes mainstream, the number of options and approaches increases as well.

 

The ESG knowledge gap today is too wide…

esgpeople_percent_59

of respondents do not know an ESG approach to saving and investment is even possible

esgpeople_percent_47

would welcome greater support and advice on ESG from their advisers

esgpeople_percent_49

would like their advisers to provide more informationon ESG topics

…so for now, ESG remains a minority activity…

 

ESG approaches account for 31% of the wealth of those who have made allocations

esgpeople_percent_29_bar

have made savings and investments decisions according to ESG principles

 

esgpeople_percent_17_bar

have been offered an ESG opportunity by their adviser

 

…but more people than ever want an ESG approach…

 

esgpeople_four_heads

73%
believe businesses have a duty to behave more ethically

 

esgpeople_dollar_circle

65%
believe ethical businesses will deliver better investment returns

esgpeople_briefcase

47%
of a notional $100,000 portfolio is the amount respondents say they would invest according to ESG principles

 

… and they are looking to advisers for ESG support

esgpeople_percent_39

of respondents say an adviser providing information on ESG opportunities would be a critical influence on their behavior

esgpeople_percent_46

of respondents would be more likely to choose an adviser able to support their ESG ambitions

esgpeople_percent_45

of respondents would switch out of savings and investments if their money was allocated to activities they disagree with

esgpeople_footer
act-esg-report-teaser

Download the study

Global study

 

Regional studies

DACH  | Deutschland  |  Italia  |  España

Suisse  |  Schweiz  |  United Kingdom

Our ESG product range

15 funds found

Hide all share classes Show all share classes

Vontobel Fund (CH) - Ethos Equities Swiss Mid & Small

Sustainable Equities Boutique Swiss Equities

View 1 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0023568022 2356802 420.51 -5.82% Jul 09 2020
Vontobel Fund (CH) - Pension Invest Balanced

Moderate Allocation

View 3 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0281017506 28101750 107.52 -3.08% Jul 09 2020
I CHF CH0294813149 29481314 110.12 -3.07% Jul 09 2020
NV CHF CH0281018538 28101853 115.17 -2.78% Jul 09 2020
Vontobel Fund (CH) - Pension Invest Yield

Cautious Allocation

View 3 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0281016474 28101647 105.19 -1.06% Jul 09 2020
I CHF CH0294813131 29481313 107.22 -1.09% Jul 09 2020
NV CHF CH0281016656 28101665 111.19 -0.80% Jul 09 2020
Vontobel Fund (CH) - Sustainable Balanced Allocation CHF

Multi Asset Boutique

View 4 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0230779404 23077940 121.27 -2.10% Jul 09 2020
AN CHF CH0381682647 38168264 105.61 -1.91% Jul 09 2020
IA CHF CH0259492939 25949293 114.98 -1.92% Jul 09 2020
S CHF CH0230779438 23077943 124.47 -1.53% Jul 09 2020
Vontobel Fund (CH) - Sustainable Bond CHF Concept

Fixed Income Boutique Swiss Bonds

View 4 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0229323123 22932312 104.29 -1.56% Jul 09 2020
AN CHF CH0381682654 38168265 100.02 -1.30% Jul 09 2020
IA CHF CH0259052691 25905269 101.15 -1.30% Jul 09 2020
S CHF CH0229324717 22932471 104.30 -1.25% Jul 09 2020
Vontobel Fund (CH) - Sustainable Global Equity ex Switzerland Concept

Sustainable Equities Boutique Global Equities

View 1 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
S CHF CH0248079227 24807922 135.53 -1.03% Jul 09 2020
Vontobel Fund (CH) - Sustainable Swiss Equity

Sustainable Equities Boutique Swiss Equities

View 5 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0046922354 4692235 240.77 -4.14% Jul 09 2020
AN CHF CH0294647554 29464755 132.26 -3.78% Jul 09 2020
I CHF CH0381683991 38168399 113.32 -4.22% Jul 09 2020
IA CHF CH0046964547 4696454 257.53 -3.78% Jul 09 2020
S CHF CH0414998804 41499880 142.45 -3.34% Jul 09 2020
Vontobel Fund - Clean Technology

Sustainable Equities Boutique Thematic Equities

View 16 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A EUR LU0384405519 4513009 359.63 1.71% Jul 09 2020
A CHF LU1407930350 32492448 241.91 -0.67% Jul 09 2020
AN EUR LU1683485178 38261404 119.26 2.16% Jul 09 2020
AN CHF LU1683484874 38261395 109.78 -0.23% Jul 09 2020
B EUR LU0384405600 4513015 364.02 1.72% Jul 09 2020
B CHF LU1407930780 32492550 244.44 -0.66% Jul 09 2020
C USD LU1956006941 47375662 172.99 2.02% Jul 09 2020
C EUR LU1651443175 37575398 122.40 1.40% Jul 09 2020
H (hedged) CHF LU1407930947 32499576 136.14 1.61% Jul 09 2020
H (hedged) USD LU1618348079 36844119 126.10 2.59% Jul 09 2020
HN (hedged) CHF LU1683485095 38261401 117.85 2.03% Jul 09 2020
HN (hedged) USD LU1683485251 38261407 126.87 3.07% Jul 09 2020
I EUR LU0384405949 4513022 402.77 2.18% Jul 09 2020
N EUR LU1598842364 36446865 122.09 2.16% Jul 09 2020
N CHF LU1683484957 38261399 110.19 -0.24% Jul 09 2020
N GBP LU1618348236 36844166 125.11 8.06% Jul 09 2020
Vontobel Fund - European Mid And Small Cap Equity

Sustainable Equities Boutique European Equities

View 6 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A EUR LU0120692511 1128461 201.50 -18.51% Jul 09 2020
AN EUR LU1683485335 38261416 86.84 -18.16% Jul 09 2020
B EUR LU0120694483 1128462 217.30 -18.51% Jul 09 2020
C EUR LU0137005756 1301568 188.86 -18.77% Jul 09 2020
I EUR LU0278089486 2870663 169.70 -18.15% Jul 09 2020
N EUR LU1683480880 38261495 88.17 -18.16% Jul 09 2020
Vontobel Fund - mtx Sustainable Asian Leaders (ex Japan)

Sustainable Equities Boutique Asia Pacific Equities

View 10 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU0384409180 4514032 384.44 5.84% Jul 10 2020
AN USD LU1683484361 38261477 108.72 6.32% Jul 10 2020
B USD LU0384409263 4514037 401.73 5.85% Jul 10 2020
H (hedged) EUR LU0384409693 4514046 349.75 4.67% Jul 10 2020
HI (hedged) EUR LU0384409933 4514053 383.96 5.17% Jul 10 2020
HN (hedged) EUR LU1683482589 38261481 103.01 5.13% Jul 10 2020
I USD LU0384410279 4514057 444.81 6.33% Jul 10 2020
N USD LU1683484445 38261488 111.08 6.31% Jul 10 2020
N GBP LU2019989305 48633832 113.71 11.16% Jul 10 2020
S USD LU2146184358 53721716 119.50 - Jul 10 2020
Vontobel Fund - mtx Sustainable Emerging Markets Leaders

Sustainable Equities Boutique Emerging Markets Equities

View 17 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU0571085330 12236105 156.10 2.15% Jul 09 2020
AH (hedged) EUR LU1725744087 39290530 98.75 1.11% Jul 09 2020
AI USD LU1609308298 36643668 129.02 2.60% Jul 09 2020
AN GBP LU1717118191 39078906 110.25 7.82% Jul 09 2020
AN USD LU1683485681 38261784 107.45 2.58% Jul 09 2020
ASX EUR LU1964740309 46974193 112.68 2.19% Jul 09 2020
B USD LU0571085413 12236106 163.45 2.14% Jul 09 2020
G USD LU1767066605 40236190 102.07 2.82% Jul 09 2020
H (hedged) EUR LU1646585114 37470435 110.38 1.02% Jul 09 2020
HI (hedged) EUR LU1650589762 37574631 110.17 1.49% Jul 09 2020
HI (hedged) CHF LU1550202615 35324235 129.67 1.35% Jul 09 2020
HN (hedged) CHF LU1725744830 39290546 101.33 1.43% Jul 09 2020
I EUR LU1626216888 37012594 130.28 1.98% Jul 09 2020
I USD LU0571085686 12236113 176.70 2.60% Jul 09 2020
N USD LU1626216961 37012602 131.25 2.59% Jul 09 2020
N GBP LU1618348582 36844873 133.95 7.83% Jul 09 2020
S USD LU1572142096 35836106 148.25 3.12% Jul 09 2020
Vontobel Fund - Multi Asset Income

Moderate Allocation

View 7 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A EUR LU1687388899 38348031 75.70 -13.79% Jul 09 2020
B EUR LU1687388972 38348032 81.82 -13.80% Jul 09 2020
H (hedged) USD LU1687389350 38348036 89.24 -12.92% Jul 09 2020
H (hedged) CHF LU1687389277 38348035 79.15 -13.90% Jul 09 2020
HI (hedged) CHF LU2118212641 52516003 92.98 - Jul 09 2020
I EUR LU1515106984 34540089 99.44 -13.49% Jul 09 2020
N EUR LU1734078824 39472020 91.59 -13.51% Jul 09 2020
Vontobel Fund - Smart Data Equity

Sustainable Equities Boutique Global Equities

View 12 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU0848325295 19879634 145.46 -3.19% Jul 09 2020
AN USD LU1683487547 38261790 101.18 -2.81% Jul 09 2020
B USD LU0848325378 19879674 150.14 -3.20% Jul 09 2020
H (hedged) CHF LU0848326186 19885583 129.69 -4.31% Jul 09 2020
H (hedged) EUR LU0848326269 19885633 132.93 -4.33% Jul 09 2020
HI (hedged) EUR LU0848326855 19885713 116.31 -3.81% Jul 09 2020
HI (hedged) CHF LU0848326772 19885684 113.10 -3.96% Jul 09 2020
HN (hedged) CHF LU1683482233 38261788 96.34 -3.94% Jul 09 2020
HN (hedged) GBP LU1179465338 26920784 108.24 -3.95% Jul 09 2020
HN (hedged) EUR LU1179465684 26920792 104.37 -3.97% Jul 09 2020
I USD LU0848325618 19879675 159.40 -2.80% Jul 09 2020
N USD LU0848325709 19884402 116.61 -2.82% Jul 09 2020
Vontobel Fund - Sustainable Emerging Markets Local Currency Bond

Fixed Income Boutique Emerging Markets Bonds

View 15 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU0563307551 12061798 58.82 -3.75% Jul 09 2020
AM USD LU0563307635 12061799 50.55 -3.94% Jul 09 2020
AN USD LU1683487208 38261516 87.71 -3.43% Jul 09 2020
B EUR LU0752071745 18059822 103.47 -4.33% Jul 09 2020
B CHF LU0752070267 18059927 91.08 -6.58% Jul 09 2020
B USD LU0563307718 12061801 93.69 -3.75% Jul 09 2020
C USD LU0563307809 12061803 135.31 -3.95% Jul 09 2020
H (hedged) CHF LU0563308369 12061825 76.93 -5.05% Jul 09 2020
H (hedged) EUR LU0563308443 12061827 81.33 -4.80% Jul 09 2020
HI (hedged) CHF LU0563308799 12061834 81.66 -4.83% Jul 09 2020
HI (hedged) EUR LU0563308872 12061836 82.54 -4.75% Jul 09 2020
HN (hedged) CHF LU1683483470 38261533 89.75 -4.84% Jul 09 2020
HN (hedged) EUR LU1683487380 38261546 91.00 -4.67% Jul 09 2020
I USD LU0563307981 12061804 99.54 -3.42% Jul 09 2020
N USD LU1683483124 38261758 98.30 -3.44% Jul 09 2020
Vontobel Fund - Sustainable Global Bond

Fixed Income Boutique Global Bonds

View 4 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
HI (hedged) USD LU1246874462 28531605 121.04 4.16% Jul 09 2020
HI (hedged) CHF LU1246874892 28531627 107.21 2.96% Jul 09 2020
HS (hedged) CHF LU1246875196 28531631 108.20 3.19% Jul 09 2020
I EUR LU1246874629 28531625 109.50 3.20% Jul 09 2020