Equities

As stewards of client capital for more than thirty years, our aim is to provide portfolios driven by pragmatic investment choices. 

Performance reflects the balance between real-world growth opportunities and risks to deliver on a client’s needs. Vontobel has three boutiques managing a wide range of equity strategies. All of our portfolios are built on consistent investment philosophies combined with deep research, disciplined process, and many years of experience. 

Get active

Your goals are best served by a manager who shares your responsibilities. Our equity funds are actively managed with high-conviction investment philosophies. We manage two primary investment styles: bottom-up stock investing and quantitative. Environmental, social, and governance (ESG) issues are an integral part of our bottom-up investment approach where sustainable earnings growth drives performance. 

46 bn 1990 57++ 5 18 2

An approach to suit your needs

Our investment strategies offer a selection of regional and industry trend focuses – ranging from unconstrained global and emerging markets, through to clean technology.

Fundamental

Our Quality Growth and Sustainable Equities boutiques maintain an unwavering focus on bottom-up fundamental research. A consistent feature of our boutiques is the philosophy that long-term performance is driven by sustainable earnings growth. Investing into the shares of leading global companies takes deep research and discipline to look through the market noise and invest into long-term structural demand opportunities. A strong focus on ESG is integral to the investment process across our funds.

Quantitative

The Vescore investment philosophy of timing investments by their factor behavior (momentum, quality, value, and volatility) is based on consistent market reactions to earnings confidence and valuation. Built on a deep academic foundation, the process actively manages factor-weighted portfolios through the cycle.

What sets us apart

High
conviction

Active investing and active stewardship of your investment requires high conviction. Conviction through research, discipline and experience.

Investment
compass

An investment philosophy is a compass that guides you towards your goal. Over the years, we have developed our investment philosophies to deliver distinctive investment approaches.

Style
consistency

We believe that relying on a consistent style enables us to fulfil our clients’ needs. A solid and repeatable investment process, based on a high-conviction philosophy provides predictability across market conditions.

Stable investment environment

Vontobel is a well capitalized company in which the Vontobel family still holds a controlling stake. Listed on the Swiss stock exchange, Vontobel has provided a solid foundation since its founding in 1924.

Our offering

15 funds found

Hide all share classes Show all share classes

Vontobel Fund - Asia Pacific Equity

Quality Growth Boutique Asia Pacific Equities

View 9 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU0084450369 634792 532.02 - Oct 21 2020
AN USD LU1683484288 38261468 127.03 - Oct 21 2020
B USD LU0084408755 634794 617.96 8.49% Oct 21 2020
C USD LU0137007026 1301471 249.50 7.97% Oct 21 2020
H (hedged) EUR LU0218912409 2143010 212.62 6.97% Oct 21 2020
HI (hedged) EUR LU0368556733 4289822 175.86 7.82% Oct 21 2020
HN (hedged) EUR LU1683484106 38261467 117.86 7.65% Oct 21 2020
I USD LU0278091540 2870646 236.19 9.39% Oct 21 2020
N USD LU0923573769 21256887 173.74 9.22% Oct 21 2020
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 448.55 0.46% Oct 20 2020
Vontobel Fund (CH) - Vescore Global Equity Multi Factor

Multi Asset Boutique Global Equities

View 3 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0301037104 30103710 112.59 -11.12% Oct 20 2020
AN CHF CH0381682613 38168261 92.52 -10.76% Oct 20 2020
S CHF CH0301037641 30103764 94.74 -10.41% Oct 20 2020
Vontobel Fund (CH) - Vescore Swiss Equity Multi Factor

Multi Asset Boutique Swiss Equities

View 4 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0311188863 31118886 147.25 -4.58% Oct 20 2020
AN CHF CH0381682621 38168262 111.64 -4.20% Oct 20 2020
IA CHF CH0311189580 31118958 100.29 -4.19% Oct 20 2020
S CHF CH0311189556 31118955 154.27 -3.81% Oct 20 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 408.61 15.57% Oct 20 2020
A CHF LU1407930350 32492448 277.76 14.06% Oct 20 2020
AN EUR LU1683485178 38261404 135.82 16.34% Oct 20 2020
AN CHF LU1683484874 38261395 126.35 14.83% Oct 20 2020
B EUR LU0384405600 4513015 413.59 15.57% Oct 20 2020
B CHF LU1407930780 32492550 280.66 14.06% Oct 20 2020
C USD LU1956006941 47375662 205.55 21.23% Oct 20 2020
C EUR LU1651443175 37575398 138.84 15.02% Oct 20 2020
H (hedged) CHF LU1407930947 32499576 154.49 15.31% Oct 20 2020
H (hedged) USD LU1618348079 36844119 143.59 16.82% Oct 20 2020
HN (hedged) CHF LU1683485095 38261401 134.04 16.05% Oct 20 2020
HN (hedged) USD LU1683485251 38261407 144.82 17.65% Oct 20 2020
I EUR LU0384405949 4513022 458.74 16.38% Oct 20 2020
N EUR LU1598842364 36446865 139.04 16.34% Oct 20 2020
N CHF LU1683484957 38261399 126.82 14.82% Oct 20 2020
N GBP LU1618348236 36844166 145.37 25.56% Oct 20 2020
Vontobel Fund - Emerging Markets Equity

Quality Growth Boutique Emerging Markets Equities

View 20 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU0040506734 618762 706.07 2.86% Oct 20 2020
AHI (hedged) EUR LU0858753618 20093377 109.46 2.17% Oct 20 2020
AN USD LU1233654372 28256244 117.45 3.59% Oct 20 2020
AX CHF LU2086609422 51279925 96.40 - Oct 20 2020
B USD LU0040507039 618763 860.78 2.86% Oct 20 2020
C USD LU0137006218 1301503 224.35 2.37% Oct 20 2020
G GBP LU0863298914 20189827 167.22 6.25% Oct 20 2020
H (hedged) EUR LU0218912235 2143009 210.68 1.30% Oct 20 2020
H (hedged) CHF LU0469618119 10765166 109.33 1.13% Oct 20 2020
HC (hedged) EUR LU0333249109 3813691 188.04 0.83% Oct 20 2020
HI (hedged) EUR LU0368556220 4289807 140.58 2.25% Oct 20 2020
HI (hedged) CHF LU0469618382 10765176 134.69 2.02% Oct 20 2020
HN (hedged) GBP LU1179464281 26915669 117.30 2.12% Oct 20 2020
HN (hedged) CHF LU1683486069 38261775 99.81 1.93% Oct 20 2020
HN (hedged) EUR LU1179463556 26913860 112.84 2.03% Oct 20 2020
HS (hedged) CHF LU0773616858 18423570 138.70 2.63% Oct 20 2020
I GBP LU0787641983 18667507 179.04 6.04% Oct 20 2020
I USD LU0278093082 2870698 219.32 3.76% Oct 20 2020
N USD LU0858753535 20093248 130.98 3.58% Oct 20 2020
S USD LU0209301448 2035840 433.04 4.38% Oct 20 2020
Vontobel Fund - European Equity

Quality Growth Boutique European Equities

View 7 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A EUR LU0153585053 1473234 295.49 -0.67% Oct 20 2020
AN EUR LU1683482662 38261686 111.14 - Oct 20 2020
B EUR LU0153585137 1473236 328.16 -0.67% Oct 20 2020
C EUR LU0153585210 1473239 224.83 -1.15% Oct 20 2020
G EUR LU1506585600 34306539 130.38 0.40% Oct 20 2020
I EUR LU0278085062 2870656 186.14 0.13% Oct 20 2020
N EUR LU1683480294 38261406 114.03 - Oct 20 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 218.74 -11.54% Oct 20 2020
AN EUR LU1683485335 38261416 94.48 -10.96% Oct 20 2020
B EUR LU0120694483 1128462 235.89 -11.54% Oct 20 2020
C EUR LU0137005756 1301568 204.67 -11.97% Oct 20 2020
I EUR LU0278089486 2870663 184.67 -10.93% Oct 20 2020
N EUR LU1683480880 38261495 95.93 -10.95% Oct 20 2020
Vontobel Fund - Global Equity

Quality Growth Boutique Global Equities

View 17 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU0218910023 2140205 347.44 9.63% Oct 20 2020
AI EUR LU1121575069 25693957 206.26 4.87% Oct 20 2020
AN USD LU1683485921 38261765 139.58 10.37% Oct 20 2020
B SEK LU0979498168 22522410 270.46 2.49% Oct 20 2020
B USD LU0218910536 2140207 362.89 9.63% Oct 20 2020
C USD LU0218910965 2140211 339.53 9.10% Oct 20 2020
G USD LU1489322047 33901045 171.72 10.72% Oct 20 2020
H (hedged) SEK LU0971939599 22340335 178.82 7.56% Oct 20 2020
H (hedged) EUR LU0218911690 2140210 180.93 7.88% Oct 20 2020
HC (hedged) EUR LU0333249364 3813702 296.26 7.33% Oct 20 2020
HI (hedged) EUR LU0368555768 4289761 214.52 8.70% Oct 20 2020
HN (hedged) EUR LU1550202458 35324119 151.69 8.61% Oct 20 2020
HS (hedged) CHF LU2090086880 51360787 108.98 - Oct 20 2020
I GBP LU0824095136 19381737 300.63 12.95% Oct 20 2020
I USD LU0278093595 2870708 284.83 10.52% Oct 20 2020
N USD LU0858753451 20093228 233.79 10.36% Oct 20 2020
S USD LU0571091494 12235870 277.66 11.22% Oct 20 2020
Vontobel Fund - mtx China Leaders

Sustainable Equities Boutique Asia Pacific Equities

View 6 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU0278091896 2844051 233.45 - Oct 21 2020
AN USD LU1683484015 38261460 106.18 - Oct 21 2020
B USD LU0278091979 2844057 268.94 5.29% Oct 21 2020
C USD LU0278092191 2870558 270.36 4.78% Oct 21 2020
I USD LU0278092514 2870581 261.78 6.07% Oct 21 2020
N USD LU1683483983 38261458 108.87 6.04% Oct 21 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 404.30 11.31% Oct 21 2020
AN USD LU1683484361 38261477 114.60 12.07% Oct 21 2020
B USD LU0384409263 4514037 422.48 11.31% Oct 21 2020
H (hedged) EUR LU0384409693 4514046 366.82 9.77% Oct 21 2020
HI (hedged) EUR LU0384409933 4514053 403.61 10.55% Oct 21 2020
HN (hedged) EUR LU1683482589 38261481 108.29 10.52% Oct 21 2020
I USD LU0384410279 4514057 468.94 12.10% Oct 21 2020
N USD LU1683484445 38261488 117.09 12.06% Oct 21 2020
N GBP LU2019989305 48633832 115.98 13.38% Oct 21 2020
S USD LU2146184358 53721716 126.32 - Oct 21 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 160.95 5.32% Oct 20 2020
AH (hedged) EUR LU1725744087 39290530 101.45 3.87% Oct 20 2020
AI USD LU1609308298 36643668 133.35 6.04% Oct 20 2020
AN USD LU1683485681 38261784 111.05 6.01% Oct 20 2020
AN GBP LU1717118191 39078906 110.95 8.51% Oct 20 2020
ASX EUR LU1964740309 46974193 111.31 0.95% Oct 20 2020
B USD LU0571085413 12236106 168.53 5.32% Oct 20 2020
G USD LU1767066605 40236190 105.62 6.40% Oct 20 2020
H (hedged) EUR LU1646585114 37470435 113.39 3.77% Oct 20 2020
HI (hedged) EUR LU1650589762 37574631 113.47 4.53% Oct 20 2020
HI (hedged) CHF LU1550202615 35324235 133.39 4.26% Oct 20 2020
HN (hedged) CHF LU1725744830 39290546 104.27 4.37% Oct 20 2020
I EUR LU1626216888 37012594 128.55 0.63% Oct 20 2020
I USD LU0571085686 12236113 182.64 6.04% Oct 20 2020
N USD LU1626216961 37012602 135.65 6.03% Oct 20 2020
N GBP LU1618348582 36844873 134.80 8.52% Oct 20 2020
S USD LU1572142096 35836106 153.64 6.87% Oct 20 2020
Vontobel Fund - Swiss Mid And Small Cap Equity

Sustainable Equities Boutique Swiss Equities

View 6 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A CHF LU0129602552 1222574 240.10 0.82% Oct 20 2020
AN CHF LU1683480708 38261479 112.02 1.49% Oct 20 2020
B CHF LU0129602636 1222576 245.02 0.82% Oct 20 2020
I CHF LU0278085229 2870677 171.88 1.52% Oct 20 2020
N CHF LU1684195974 38261793 113.34 1.50% Oct 20 2020
S CHF LU1700372607 38689197 115.45 2.30% Oct 20 2020
Vontobel Fund - US Equity

Quality Growth Boutique US Equities

View 13 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU0035763456 607575 1318.07 5.59% Oct 20 2020
AI USD LU1506584975 34305866 178.61 6.45% Oct 20 2020
AN USD LU1683485764 38261795 145.84 6.30% Oct 20 2020
ANG USD LU1550199050 35323704 168.03 6.69% Oct 20 2020
B USD LU0035765741 607574 1647.77 5.59% Oct 20 2020
C USD LU0137005913 1301480 402.06 5.08% Oct 20 2020
G USD LU1428951294 32785796 188.22 6.73% Oct 20 2020
H (hedged) EUR LU0218912151 2143008 270.82 4.16% Oct 20 2020
HI (hedged) EUR LU0368557038 4289839 339.17 4.91% Oct 20 2020
HI (hedged) CHF LU0469626211 10768533 166.36 4.63% Oct 20 2020
HN (hedged) EUR LU1683485848 38261806 134.71 4.68% Oct 20 2020
I USD LU0278092605 2870679 340.51 6.45% Oct 20 2020
N USD LU0897674072 20820028 261.38 6.30% Oct 20 2020
Vontobel Fund - Vescore Global Equity Multi Factor

Multi Asset Boutique Global Equities

View 5 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU1914479057 44963014 111.75 -4.62% Oct 20 2020
B USD LU1914479131 44963021 111.75 -4.62% Oct 20 2020
I USD LU1914479305 44965073 112.36 -4.40% Oct 20 2020
N USD LU1914479214 44963059 112.40 -4.41% Oct 20 2020
S USD LU1914479487 44965074 113.16 -4.08% Oct 20 2020

Sustainability within equity investing

Our equity teams have actively invested in sustainable assets since 2001, while continuously developing our ESG offering. Our teams integrate ESG factors into their investment decisions, tailoring them to the distinct investment philosophy and market segments they specialize in. As a signatory to the UN PRI since 2010, Vontobel is ranked A+ by the PRI.

Learn more

hero-sustainability

Insights

Sustainable Equities Boutique
2020-09-22_VP_mtxupdate21092020_teaser
Viewpoint
Emerging Markets

ESG in emerging markets has room to mature

As sustainability-minded equity investors are looking beyond their home turf, the global importance of environmental, social and governance (ESG) standards is rising. But while their significance is relatively high in the “west”, emerging-markets companies have some catching up to, according to Lara Kesterton, Vontobel’s Head of mtx ESG Research.

Read more

Quality Growth Boutique
2018-06-06_mp_china-a-shares_teaser
Market Update
Emerging Markets

Time’s up for US-listed Chinese companies

The ongoing trade war and eroding U.S.-China relationship have been a catalyst for making it less attractive for Chinese companies to seek a public listing in the United States. The Chinese government is finally making good on promises to open up domestic markets to foreign investors. Additionally, Hong Kong and China are taking steps to make local listings more attractive, especially to high-tech start-ups.

Read more