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Swiss Equities

Investing in excellent companies in Switzerland.

How we can help you

Switzerland may be small but its equity market is not. It includes a large number of multi-national, global market champions as well as high performing, small- and mid-sized companies.

Our Swiss equities team invests in attractively valued companies with improving profitability. We follow all industry sectors and market capitalization segments.

Being active asset managers, we take a hard look at each portfolio candidate before making an investment decision. Our roughly 200 direct contacts with target companies each year – including meetings with top management, and factory visits – give us an information edge. We also use proprietary financial models to gauge the future development of sales, profits, and margins.

Why partner with us?

Local information advantage

Close contact with companies plus focus on the Swiss market enable accurate competitive analysis.

Able to find undervalued companies

Proven mix of quantitative and qualitative analysis to enable us to identify undervalued companies.

Active, high-conviction approach

We build concentrated portfolios consisting of equities of excellent companies.

Our offering

6 funds available
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Vontobel Fund (CH) - Ethos Equities Swiss Mid & Small
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Swiss Equities Conviction Equities Boutique
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0023568022 2356802 540.21 0.66% 16 Apr 2026
Vontobel Fund (CH) - Sustainable Swiss Dividend
View 4 share classes
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Swiss Equities Conviction Equities Boutique
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0002795703 279570 688.25 -0.52% 16 Apr 2026
AN CHF CH0381682605 38168260 134.77 -0.26% 16 Apr 2026
I CHF CH1238287812 123828781 122.31 -0.25% 16 Apr 2026
S CHF CH0212266750 21226675 204.23 -0.07% 16 Apr 2026
Vontobel Fund (CH) - Sustainable Swiss Equity
View 6 share classes
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Swiss Equities Conviction Equities Boutique
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0046922354 4692235 296.32 -0.41% 16 Apr 2026
AI CHF CH0046964547 4696454 323.79 -0.15% 16 Apr 2026
AN CHF CH0294647554 29464755 166.24 -0.16% 16 Apr 2026
G CHF CH1100741060 110074106 117.23 -0.09% 16 Apr 2026
I CHF CH0381683991 38168399 148.82 -0.15% 16 Apr 2026
S CHF CH0414998804 41499880 180.25 0.04% 16 Apr 2026
Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus
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Swiss Equities Conviction Equities Boutique
Share class Currency ISIN Valor NAV YTD As at
A CHF CH1303570100 130357010 101.50 -1.50% 16 Apr 2026
AE CHF CH1303570092 130357009 102.66 -1.21% 16 Apr 2026
AI CHF CH1303570142 130357014 102.24 -1.31% 16 Apr 2026
AN CHF CH1303570126 130357012 102.11 -1.31% 16 Apr 2026
B CHF CH1303570118 130357011 108.23 -1.49% 16 Apr 2026
I CHF CH1303570159 130357015 108.41 -1.31% 16 Apr 2026
N CHF CH1369534040 136953404 106.70 -1.31% 16 Apr 2026
Swiss Equities Conviction Equities Boutique
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0002795729 279572 1,380.43 0.92% 16 Apr 2026
AI CHF CH0102869440 10286944 308.41 1.12% 16 Apr 2026
AN CHF CH0381682597 38168259 132.92 1.12% 16 Apr 2026
B CHF CH1183765010 118376501 122.00 0.92% 16 Apr 2026
G CHF CH1183765044 118376504 125.76 1.15% 16 Apr 2026
I CHF CH1183765028 118376502 124.89 1.12% 16 Apr 2026
N CHF CH1183765036 118376503 124.73 1.12% 16 Apr 2026
S CHF CH1183765051 118376505 124.75 1.33% 16 Apr 2026
Vontobel Fund - Swiss Mid And Small Cap Equity
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Swiss Equities Conviction Equities Boutique
Share class Currency ISIN Valor NAV YTD As at
A CHF LU0129602552 1222574 268.74 0.30% 16 Apr 2026
AN CHF LU1683480708 38261479 129.57 0.54% 16 Apr 2026
B CHF LU0129602636 1222576 275.11 0.30% 16 Apr 2026
G CHF LU3043548877 143765607 107.82 0.68% 16 Apr 2026
I CHF LU0278085229 2870677 202.37 0.55% 16 Apr 2026
N CHF LU1684195974 38261793 133.15 0.54% 16 Apr 2026
S CHF LU1700372607 38689197 143.31 0.85% 16 Apr 2026

Meet the team