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. 

50 bn 1990 54+ 6 16 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

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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 506.14 3.22% Aug 05 2020
AN USD LU1683484288 38261468 120.64 3.73% Aug 05 2020
B USD LU0084408755 634794 587.90 3.22% Aug 05 2020
C USD LU0137007026 1301471 237.67 2.85% Aug 05 2020
H (hedged) EUR LU0218912409 2143010 202.64 1.95% Aug 05 2020
HI (hedged) EUR LU0368556733 4289822 167.27 2.55% Aug 05 2020
HN (hedged) EUR LU1683484106 38261467 112.14 2.43% Aug 05 2020
I USD LU0278091540 2870646 224.22 3.85% Aug 05 2020
N USD LU0923573769 21256887 165.00 3.73% Aug 05 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 420.84 -5.75% Aug 04 2020
Vontobel Fund (CH) - Vescore Global Equity Multi Factor

Global Equities

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Share class Currency ISIN Valor NAV YTD As at
A CHF CH0301037104 30103710 109.74 -13.37% Aug 04 2020
AN CHF CH0381682613 38168261 90.08 -13.12% Aug 04 2020
S CHF CH0301037641 30103764 92.15 -12.86% Aug 04 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 143.83 -6.80% Aug 04 2020
AN CHF CH0381682621 38168262 108.93 -6.52% Aug 04 2020
IA CHF CH0311189580 31118958 97.86 -6.51% Aug 04 2020
S CHF CH0311189556 31118955 150.38 -6.24% Aug 04 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 366.64 3.70% Aug 04 2020
A CHF LU1407930350 32492448 250.16 2.72% Aug 04 2020
AN EUR LU1683485178 38261404 121.66 4.21% Aug 04 2020
AN CHF LU1683484874 38261395 113.60 3.24% Aug 04 2020
B EUR LU0384405600 4513015 371.11 3.70% Aug 04 2020
B CHF LU1407930780 32492550 252.78 2.73% Aug 04 2020
C USD LU1956006941 47375662 183.50 8.22% Aug 04 2020
C EUR LU1651443175 37575398 124.74 3.34% Aug 04 2020
H (hedged) CHF LU1407930947 32499576 138.78 3.58% Aug 04 2020
H (hedged) USD LU1618348079 36844119 128.61 4.63% Aug 04 2020
HN (hedged) CHF LU1683485095 38261401 120.20 4.07% Aug 04 2020
HN (hedged) USD LU1683485251 38261407 129.50 5.21% Aug 04 2020
I EUR LU0384405949 4513022 410.87 4.23% Aug 04 2020
N EUR LU1598842364 36446865 124.54 4.21% Aug 04 2020
N CHF LU1683484957 38261399 114.02 3.23% Aug 04 2020
N GBP LU1618348236 36844166 128.51 10.99% Aug 04 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 672.21 -2.07% Aug 04 2020
AHI (hedged) EUR LU0858753618 20093377 104.26 -2.69% Aug 04 2020
AN USD LU1233654372 28256244 111.58 -1.59% Aug 04 2020
AX CHF LU2086609422 51279925 92.46 - Aug 04 2020
B USD LU0040507039 618763 819.50 -2.07% Aug 04 2020
C USD LU0137006218 1301503 213.86 -2.42% Aug 04 2020
G GBP LU0863298914 20189827 157.77 0.24% Aug 04 2020
H (hedged) EUR LU0218912235 2143009 201.13 -3.29% Aug 04 2020
H (hedged) CHF LU0469618119 10765166 104.45 -3.39% Aug 04 2020
HC (hedged) EUR LU0333249109 3813691 179.74 -3.62% Aug 04 2020
HI (hedged) EUR LU0368556220 4289807 133.86 -2.64% Aug 04 2020
HI (hedged) CHF LU0469618382 10765176 128.37 -2.76% Aug 04 2020
HN (hedged) GBP LU1179464281 26915669 111.65 -2.79% Aug 04 2020
HN (hedged) CHF LU1683486069 38261775 95.14 -2.84% Aug 04 2020
HN (hedged) EUR LU1179463556 26913860 107.50 -2.79% Aug 04 2020
HS (hedged) CHF LU0773616858 18423570 131.98 -2.35% Aug 04 2020
I GBP LU0787641983 18667507 169.00 0.09% Aug 04 2020
I USD LU0278093082 2870698 208.33 -1.44% Aug 04 2020
N USD LU0858753535 20093248 124.44 -1.59% Aug 04 2020
S USD LU0209301448 2035840 410.70 -1.01% Aug 04 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 287.53 -3.34% Aug 04 2020
AN EUR LU1683482662 38261686 107.95 -2.87% Aug 04 2020
B EUR LU0153585137 1473236 319.32 -3.34% Aug 04 2020
C EUR LU0153585210 1473239 219.05 -3.69% Aug 04 2020
G EUR LU1506585600 34306539 126.51 -2.58% Aug 04 2020
I EUR LU0278085062 2870656 180.74 -2.77% Aug 04 2020
N EUR LU1683480294 38261406 110.76 -2.87% Aug 04 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 208.37 -15.74% Aug 04 2020
AN EUR LU1683485335 38261416 89.85 -15.32% Aug 04 2020
B EUR LU0120694483 1128462 224.70 -15.74% Aug 04 2020
C EUR LU0137005756 1301568 195.21 -16.04% Aug 04 2020
I EUR LU0278089486 2870663 175.59 -15.30% Aug 04 2020
N EUR LU1683480880 38261495 91.22 -15.33% Aug 04 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 332.32 4.86% Aug 04 2020
AI EUR LU1121575069 25693957 198.12 0.73% Aug 04 2020
AN USD LU1683485921 38261765 133.27 5.38% Aug 04 2020
B SEK LU0979498168 22522410 258.69 -1.97% Aug 04 2020
B USD LU0218910536 2140207 347.10 4.86% Aug 04 2020
C USD LU0218910965 2140211 325.17 4.49% Aug 04 2020
G USD LU1489322047 33901045 163.83 5.64% Aug 04 2020
H (hedged) SEK LU0971939599 22340335 171.53 3.18% Aug 04 2020
H (hedged) EUR LU0218911690 2140210 173.50 3.45% Aug 04 2020
HC (hedged) EUR LU0333249364 3813702 284.54 3.08% Aug 04 2020
HI (hedged) EUR LU0368555768 4289761 205.34 4.05% Aug 04 2020
HN (hedged) EUR LU1550202458 35324119 145.25 4.00% Aug 04 2020
HS (hedged) CHF LU2090086880 51360787 104.23 - Aug 04 2020
I GBP LU0824095136 19381737 285.15 7.13% Aug 04 2020
I USD LU0278093595 2870708 271.86 5.49% Aug 04 2020
N USD LU0858753451 20093228 223.23 5.38% Aug 04 2020
S USD LU0571091494 12235870 264.58 5.98% Aug 04 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 229.24 3.39% Aug 05 2020
AN USD LU1683484015 38261460 104.07 3.93% Aug 05 2020
B USD LU0278091979 2844057 264.08 3.39% Aug 05 2020
C USD LU0278092191 2870558 265.81 3.02% Aug 05 2020
I USD LU0278092514 2870581 256.55 3.95% Aug 05 2020
N USD LU1683483983 38261458 106.70 3.93% Aug 05 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 390.73 7.57% Aug 05 2020
AN USD LU1683484361 38261477 110.56 8.12% Aug 05 2020
B USD LU0384409263 4514037 408.30 7.58% Aug 05 2020
H (hedged) EUR LU0384409693 4514046 355.18 6.29% Aug 05 2020
HI (hedged) EUR LU0384409933 4514053 390.14 6.86% Aug 05 2020
HN (hedged) EUR LU1683482589 38261481 104.68 6.84% Aug 05 2020
I USD LU0384410279 4514057 452.38 8.14% Aug 05 2020
N USD LU1683484445 38261488 112.96 8.11% Aug 05 2020
N GBP LU2019989305 48633832 111.06 8.57% Aug 05 2020
S USD LU2146184358 53721716 121.61 - Aug 05 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 156.74 2.57% Aug 04 2020
AH (hedged) EUR LU1725744087 39290530 99.04 1.40% Aug 04 2020
AI USD LU1609308298 36643668 129.63 3.09% Aug 04 2020
AN GBP LU1717118191 39078906 107.15 4.79% Aug 04 2020
AN USD LU1683485681 38261784 107.96 3.06% Aug 04 2020
ASX EUR LU1964740309 46974193 108.80 -1.32% Aug 04 2020
B USD LU0571085413 12236106 164.13 2.57% Aug 04 2020
G USD LU1767066605 40236190 102.59 3.34% Aug 04 2020
H (hedged) EUR LU1646585114 37470435 110.73 1.34% Aug 04 2020
HI (hedged) EUR LU1650589762 37574631 110.60 1.89% Aug 04 2020
HI (hedged) CHF LU1550202615 35324235 130.13 1.71% Aug 04 2020
HN (hedged) CHF LU1725744830 39290546 101.69 1.79% Aug 04 2020
I EUR LU1626216888 37012594 125.76 -1.56% Aug 04 2020
I USD LU0571085686 12236113 177.55 3.09% Aug 04 2020
N USD LU1626216961 37012602 131.87 3.07% Aug 04 2020
N GBP LU1618348582 36844873 130.19 4.81% Aug 04 2020
S USD LU1572142096 35836106 149.06 3.68% Aug 04 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 225.34 -5.38% Aug 04 2020
AN CHF LU1683480708 38261479 104.95 -4.91% Aug 04 2020
B CHF LU0129602636 1222576 229.96 -5.38% Aug 04 2020
I CHF LU0278085229 2870677 161.02 -4.89% Aug 04 2020
N CHF LU1684195974 38261793 106.18 -4.92% Aug 04 2020
S CHF LU1700372607 38689197 107.93 -4.36% Aug 04 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 1269.76 1.72% Aug 04 2020
AI USD LU1506584975 34305866 171.70 2.34% Aug 04 2020
AN USD LU1683485764 38261795 140.25 2.22% Aug 04 2020
ANG USD LU1550199050 35323704 161.43 2.50% Aug 04 2020
B USD LU0035765741 607574 1587.39 1.72% Aug 04 2020
C USD LU0137005913 1301480 387.82 1.36% Aug 04 2020
G USD LU1428951294 32785796 180.82 2.53% Aug 04 2020
H (hedged) EUR LU0218912151 2143008 261.49 0.57% Aug 04 2020
HI (hedged) EUR LU0368557038 4289839 326.83 1.09% Aug 04 2020
HI (hedged) CHF LU0469626211 10768533 160.47 0.92% Aug 04 2020
HN (hedged) EUR LU1683485848 38261806 129.91 0.95% Aug 04 2020
I USD LU0278092605 2870679 327.33 2.33% Aug 04 2020
N USD LU0897674072 20820028 251.37 2.22% Aug 04 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 107.66 -8.11% Aug 04 2020
B USD LU1914479131 44963021 107.66 -8.11% Aug 04 2020
I USD LU1914479305 44965073 108.19 -7.95% Aug 04 2020
N USD LU1914479214 44963059 108.24 -7.95% Aug 04 2020
S USD LU1914479487 44965074 108.86 -7.72% Aug 04 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

Quality Growth Boutique
2020-05-14_ts_beating-frustration-in-the-emerging-markets_teaser
Turning Stones Blog
COVID-19 Emerging Markets Sustainable Investing

Beating Frustration in the Emerging Markets

Emerging markets can be frustrating for investors – epidemics, scandals, inflation, deficits, and natural disasters. There is huge potential and risk in the EM. Investors need to guard compounding from trouble with a focus on governance. The challenge is putting up with the volatility. But low volatility is not the same as low risk for long-term investors.

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Multi Asset Boutique
2020-02_vescoregmo_teaser
Viewpoint
COVID-19

Use a system to maneuver through the virus panic

The Corona pandemic threatens the world, but not our Vontobel Fund II – Vescore Active Beta, we strongly believe. Portfolio manager Stephan Schneider explains how the models he applies get the fund through this event-driven bear market. Even today’s extremely volatile situation cannot dissuade him from his conviction that the models work both in good and bad times thanks to their systematic unbiasedness.

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Sustainable Equities Boutique
2020-03-31_se_clean-tech-market-update_teaser
Viewpoint
COVID-19

Clean technology stocks set to rebound once coronavirus smoke clears

While the coronavirus has cast a shadow over markets, it has cleared the air over traffic-stricken cities – perhaps a metaphor for how “clean technology” stocks could benefit, says Pascal Dudle, Head of Global Trend Investing. This looks set to heighten the appetite for the themes already present in the Clean Technology fund.

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