Act ESG: Your conviction needs an investment strategy

How ESG empowers investors to drive positive change.

The recent Covid-19 upheaval on the financial markets have once again made ESG hit the headlines worldwide. Being curious about the changes that will arise from the “new normal”, we have commissioned a survey that provides investors with an update on our widely received “Act ESG” study from the previous year.

 

What investors need to know to drive positive change

The ESG knowledge barometer 2020

Although investors follow sustainable principles in their daily lives, their awareness of sustainable investment opportunities is still limited.

This is why we take the initiative to speak with you about the challenges ahead, but also to show you how this historic transformation process is creating unique opportunities for investors. Discover now the characteristics of the persisting ESG knowledge gap and learn what investors need to know to play an active role in the sustainable transformation of our economy.

To provide investors with an even more comprehensive picture, we have expanded the scope of our current study to cover two further markets: Hong Kong and Singapore where the same knowledge gap has been revealed.

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 better information on ESG topics

…so for now, ESG remains a minority activity…

 

ESG approaches account for 30% 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

69%
believe that too few businesses take their wider responsibilities to society seriously

 

esgpeople_dollar_circle

64%
believe ethical businesses will deliver better investment returns

esgpeople_briefcase

48%
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

Source: Vontobel original research carried out in August 2020, based on a survey of 5,146 consumers in 16 markets in Europe, North America, South America, as well as in Singapore and Hong Kong.

 

What do you believe in?

 

 

Act ESG by Vontobel signals a discussion on sustainable investing. As ESG becomes mainstream, the number of options and approaches increases as well. This symbol will guide you on our websites and publications in order to identify ESG relevant content.

act-esg-report-teaser

Download the full global study 2019

Global study

 

Regional studies

DACH  | Deutschland  |  Italia  |  España

Suisse  |  Schweiz  |  United Kingdom

  Our ESG product range

15 funds found

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

Sustainable Equities Boutique Swiss Equities

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Share class Currency ISIN Valor NAV YTD As at
A CHF CH0023568022 2356802 464.63 4.06% Dec 01 2020
Vontobel Fund (CH) - Pension Invest Balanced

Multi Asset Boutique Moderate Allocation

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Share class Currency ISIN Valor NAV YTD As at
A CHF CH0281017506 28101750 111.46 0.47% Nov 30 2020
I CHF CH0294813149 29481314 114.40 0.70% Nov 30 2020
NV CHF CH0281018538 28101853 119.67 1.02% Nov 30 2020
YV CHF CH0578494426 57849442 100.24 - Nov 30 2020
Vontobel Fund (CH) - Pension Invest Yield

Multi Asset Boutique Cautious Allocation

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Share class Currency ISIN Valor NAV YTD As at
A CHF CH0281016474 28101647 107.53 1.14% Nov 30 2020
I CHF CH0294813131 29481313 109.82 1.31% Nov 30 2020
NV CHF CH0281016656 28101665 113.89 1.61% Nov 30 2020
YV CHF CH0578494418 57849441 100.21 - Nov 30 2020
Vontobel Fund (CH) - Sustainable Balanced Allocation CHF

Multi Asset Boutique

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Share class Currency ISIN Valor NAV YTD As at
A CHF CH0230779404 23077940 124.81 0.76% Nov 30 2020
AN CHF CH0381682647 38168264 108.84 1.09% Nov 30 2020
IA CHF CH0259492939 25949293 118.50 1.08% Nov 30 2020
S CHF CH0230779438 23077943 128.65 1.78% Nov 30 2020
Vontobel Fund (CH) - Sustainable Bond CHF Concept

Fixed Income Boutique Swiss Bonds

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Share class Currency ISIN Valor NAV YTD As at
A CHF CH0229323123 22932312 105.23 -0.67% Nov 30 2020
AN CHF CH0381682654 38168265 101.11 -0.22% Nov 30 2020
IA CHF CH0259052691 25905269 102.26 -0.21% Nov 30 2020
S CHF CH0229324717 22932471 105.48 -0.13% Nov 30 2020
Vontobel Fund (CH) - Sustainable Global Equity ex Switzerland Concept

Sustainable Equities Boutique Global Equities

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Share class Currency ISIN Valor NAV YTD As at
I CHF CH0565681803 56568180 100.00 - Nov 30 2020
S CHF CH0248079227 24807922 150.28 9.74% Nov 30 2020
Vontobel Fund (CH) - Sustainable Swiss Equity

Sustainable Equities Boutique Swiss Equities

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Share class Currency ISIN Valor NAV YTD As at
A CHF CH0046922354 4692235 249.01 -0.86% Nov 30 2020
AN CHF CH0294647554 29464755 137.14 -0.23% Nov 30 2020
I CHF CH0381683991 38168399 117.50 -0.68% Nov 30 2020
IA CHF CH0046964547 4696454 267.02 -0.23% Nov 30 2020
S CHF CH0414998804 41499880 148.20 0.56% Nov 30 2020
Vontobel Fund - Clean Technology

Sustainable Equities Boutique Thematic Equities

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Share class Currency ISIN Valor NAV YTD As at
A EUR LU0384405519 4513009 434.29 22.83% Nov 30 2020
A CHF LU1407930350 32492448 298.02 22.38% Nov 30 2020
AN EUR LU1683485178 38261404 144.12 23.77% Nov 30 2020
AN CHF LU1683484874 38261395 135.67 23.32% Nov 30 2020
B EUR LU0384405600 4513015 439.59 22.83% Nov 30 2020
B CHF LU1407930780 32492550 301.13 22.38% Nov 30 2020
C USD LU1956006941 47375662 220.77 30.20% Nov 30 2020
C EUR LU1651443175 37575398 147.47 22.17% Nov 30 2020
H (hedged) CHF LU1407930947 32499576 164.17 22.53% Nov 30 2020
H (hedged) USD LU1618348079 36844119 152.77 24.28% Nov 30 2020
HN (hedged) CHF LU1683485095 38261401 142.57 23.44% Nov 30 2020
HN (hedged) USD LU1683485251 38261407 154.19 25.27% Nov 30 2020
I EUR LU0384405949 4513022 488.05 23.81% Nov 30 2020
N EUR LU1598842364 36446865 147.91 23.76% Nov 30 2020
N CHF LU1683484957 38261399 136.19 23.30% Nov 30 2020
N GBP LU1618348236 36844166 151.86 31.16% Nov 30 2020
Vontobel Fund - European Mid And Small Cap Equity

Sustainable Equities Boutique European Equities

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Share class Currency ISIN Valor NAV YTD As at
A EUR LU0120692511 1128461 244.01 -1.28% Nov 30 2020
AN EUR LU1683485335 38261416 105.54 -0.54% Nov 30 2020
B EUR LU0120694483 1128462 263.25 -1.28% Nov 30 2020
C EUR LU0137005756 1301568 228.26 -1.82% Nov 30 2020
I EUR LU0278089486 2870663 206.29 -0.50% Nov 30 2020
N EUR LU1683480880 38261495 107.16 -0.53% Nov 30 2020
Vontobel Fund - mtx Sustainable Asian Leaders (ex Japan)

Sustainable Equities Boutique Asia Pacific Equities

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Share class Currency ISIN Valor NAV YTD As at
A USD LU0384409180 4514032 429.58 18.99% Dec 01 2020
AN USD LU1683484361 38261477 121.38 19.91% Dec 01 2020
B USD LU0384409263 4514037 451.65 19.00% Dec 01 2020
H (hedged) EUR LU0384409693 4514046 391.36 17.12% Dec 01 2020
HI (hedged) EUR LU0384409933 4514053 430.96 18.05% Dec 01 2020
HN (hedged) EUR LU1683482589 38261481 115.65 18.03% Dec 01 2020
I USD LU0384410279 4514057 501.80 19.95% Dec 01 2020
N USD LU1683484445 38261488 125.29 19.91% Dec 01 2020
N GBP LU2019989305 48633832 120.62 17.92% Dec 01 2020
S USD LU2146184358 53721716 135.32 - Dec 01 2020
Vontobel Fund - mtx Sustainable Emerging Markets Leaders

Sustainable Equities Boutique Emerging Markets Equities

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Share class Currency ISIN Valor NAV YTD As at
A USD LU0571085330 12236105 170.06 11.99% Nov 30 2020
AG USD LU1993004743 47781596 127.30 13.30% Nov 30 2020
AH (hedged) EUR LU1725744087 39290530 107.01 10.24% Nov 30 2020
AI USD LU1609308298 36643668 139.79 12.87% Nov 30 2020
AN GBP LU1717118191 39078906 113.14 12.16% Nov 30 2020
AN USD LU1683485681 38261784 116.72 12.83% Nov 30 2020
ASX EUR LU1964740309 46974193 114.00 6.31% Nov 30 2020
B USD LU0571085413 12236106 179.20 11.99% Nov 30 2020
G USD LU1767066605 40236190 112.48 13.31% Nov 30 2020
H (hedged) EUR LU1646585114 37470435 120.37 10.16% Nov 30 2020
HI (hedged) EUR LU1650589762 37574631 120.58 11.08% Nov 30 2020
HI (hedged) CHF LU1550202615 35324235 141.70 10.76% Nov 30 2020
HN (hedged) CHF LU1725744830 39290546 110.77 10.88% Nov 30 2020
I EUR LU1626216888 37012594 135.32 5.93% Nov 30 2020
I USD LU0571085686 12236113 194.40 12.87% Nov 30 2020
N GBP LU1618348582 36844873 139.34 12.17% Nov 30 2020
N USD LU1626216961 37012602 144.37 12.84% Nov 30 2020
S USD LU1572142096 35836106 163.71 13.87% Nov 30 2020
Vontobel Fund - Multi Asset Income

Multi Asset Boutique Moderate Allocation

View 7 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A EUR LU1687388899 38348031 78.98 -7.60% Nov 30 2020
B EUR LU1687388972 38348032 87.70 -7.61% Nov 30 2020
H (hedged) USD LU1687389350 38348036 95.97 -6.35% Nov 30 2020
H (hedged) CHF LU1687389277 38348035 84.76 -7.80% Nov 30 2020
HI (hedged) CHF LU2118212641 52516003 99.92 - Nov 30 2020
I EUR LU1515106984 34540089 106.86 -7.04% Nov 30 2020
N EUR LU1734078824 39472020 98.41 -7.07% Nov 30 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 61.03 3.68% Nov 30 2020
AM USD LU0563307635 12061799 53.15 3.30% Nov 30 2020
AN USD LU1683487208 38261516 90.69 4.27% Nov 30 2020
B EUR LU0752071745 18059822 105.22 -2.71% Nov 30 2020
B CHF LU0752070267 18059927 94.50 -3.07% Nov 30 2020
B USD LU0563307718 12061801 100.92 3.68% Nov 30 2020
C USD LU0563307809 12061803 145.52 3.29% Nov 30 2020
H (hedged) CHF LU0563308369 12061825 82.46 1.78% Nov 30 2020
H (hedged) EUR LU0563308443 12061827 87.26 2.14% Nov 30 2020
HI (hedged) CHF LU0563308799 12061834 87.75 2.27% Nov 30 2020
HI (hedged) EUR LU0563308872 12061836 88.72 2.38% Nov 30 2020
HN (hedged) CHF LU1683483470 38261533 96.41 2.23% Nov 30 2020
HN (hedged) EUR LU1683487380 38261546 97.83 2.48% Nov 30 2020
I USD LU0563307981 12061804 107.50 4.31% Nov 30 2020
N USD LU1683483124 38261758 106.15 4.27% Nov 30 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 123.35 6.14% Nov 30 2020
HI (hedged) CHF LU1246874892 28531627 108.83 4.51% Nov 30 2020
HS (hedged) CHF LU1246875196 28531631 110.02 4.92% Nov 30 2020
I EUR LU1246874629 28531625 111.31 4.91% Nov 30 2020
Vontobel Fund - TwentyFour Sustainable Short Term Bond Income

TwentyFour Asset Management Investment Grade

View 19 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
AH (hedged) EUR LU2081487378 51155755 100.30 - Nov 30 2020
AHI (hedged) EUR LU2081486727 51133685 100.67 - Nov 30 2020
AHI (hedged) USD LU2210409616 56212864 101.00 - Nov 30 2020
AHI (hedged) CHF LU2210410036 56212872 100.86 - Nov 30 2020
AHN (hedged) USD LU2210409889 56212868 101.00 - Nov 30 2020
AHN (hedged) CHF LU2210410382 56213399 100.74 - Nov 30 2020
AQG GBP LU2081485596 51132454 100.25 - Nov 30 2020
AQI GBP LU2081485919 51151249 101.39 - Nov 30 2020
AQNG GBP LU2081485679 51132474 99.93 - Nov 30 2020
G GBP LU2081485240 51132430 101.31 - Nov 30 2020
H (hedged) CHF LU2210410119 56213372 100.58 - Nov 30 2020
H (hedged) EUR LU2081487295 51155529 100.30 - Nov 30 2020
HI (hedged) USD LU2081487709 51155828 101.00 - Nov 30 2020
HI (hedged) EUR LU2081486560 51132543 100.47 - Nov 30 2020
HI (hedged) CHF LU2210409962 56212870 100.86 - Nov 30 2020
HN (hedged) EUR LU2081486644 51133633 100.93 - Nov 30 2020
HN (hedged) USD LU2210409707 56212866 101.00 - Nov 30 2020
HN (hedged) CHF LU2210410200 56213392 100.71 - Nov 30 2020
NG GBP LU2081485323 51132452 101.25 - Nov 30 2020