Multi Asset Boutique

Providing systematic and fundamental strategies to protect and grow investors’ assets in their chosen markets.

How we can help you

Markets are neither perfectly efficient nor completely inefficient. Our institutional and intermediary clients face the decision whether to use a discretionary or systematic approach varying by asset class. Vontobel’s Multi Asset boutique combines the best of both worlds to help clients meet and exceed their absolute and benchmark targets.

Active management creates value only when profits exceed costs. Such opportunities exist, but differ across time and in different segments of global financial markets.

We constantly screen for such opportunities and combine active alpha strategies with systematic risk premium strategies in order to outperform.

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Risk management is an integral part of our investment process. We pursue what is economically feasible with the highest precision, and our decisions are transparent, based on verifiable economic theory.

 

44 bn 1988 62 16 3

Why partner with us?

Strong track record

We have 30 years of experience in multi asset investing, and have delivered excellent returns.

Conviction-led

We are active investors. Our quantitative or fundamental investment processes provide an optimal allocation.

Transparency

We are a "white-box" investor. We communicate our decision making transparently.

"Our team’s objective is protecting and growing assets."

Dr. Daniel Seiler, Head of Multi Asset Boutique

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Investors seek returns in markets that vary in efficiency, so Vontobel Multi Asset’s approach adapts to optimize return possibilities.

Our flagship products

2 funds found

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Vontobel Fund II - Vescore Active Beta

Multi Asset Boutique Flexible Allocation

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Share class Currency ISIN Valor NAV YTD As at
AI EUR LU1617166936 36870126 1757.34 1.60% Jan 25 2021
B EUR LU1936094579 45838253 109.72 1.56% Jan 25 2021
H (hedged) CHF LU1936094736 45838269 108.69 1.54% Jan 25 2021
HI (hedged) CHF LU1936094819 45837876 109.78 1.58% Jan 25 2021
HN (hedged) CHF LU2265799747 58699439 101.87 1.59% Jan 25 2021
N EUR LU1936095030 45838268 110.81 1.60% Jan 25 2021
Vontobel Fund II - Vescore Global Risk Diversification

Multi Asset Boutique Flexible Allocation

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Share class Currency ISIN Valor NAV YTD As at
A EUR LU0466441234 10738722 154.85 1.57% Jan 25 2021
AH (hedged) CHF LU0466441317 10738724 146.09 1.55% Jan 25 2021
B EUR LU0466440772 10738669 173.79 1.59% Jan 25 2021
H (hedged) CHF LU0466440855 10738718 159.55 1.57% Jan 25 2021
H (hedged) USD LU0466441077 10738719 157.63 1.65% Jan 25 2021
HN (hedged) CHF LU1767067322 40236264 112.15 1.59% Jan 25 2021
I EUR LU0466441580 10738726 148.81 1.62% Jan 25 2021
IX EUR LU0466442398 10738751 166.83 1.63% Jan 25 2021
IXH (hedged) USD LU0466442638 10738754 165.02 1.69% Jan 25 2021
IXH (hedged) CHF LU0466442554 10738752 170.60 1.61% Jan 25 2021
IXL EUR LU0716975338 14429312 137.06 1.63% Jan 25 2021
IXXL EUR LU0888108056 20653785 130.19 1.64% Jan 25 2021
N EUR LU1683490095 38288750 108.27 1.61% Jan 25 2021
SH (hedged) CHF LU1144477228 26163512 132.73 1.67% Jan 25 2021

Our Heritage

For over three decades, our Multi Asset Boutique has been innovating and growing consistently.

2016Acquisition of Vescore by Vontobel Asset Management2013Boutique AuM surpasses 25 billion Swiss francs2008Launch of risk-parity funds by Vescore2004Boutique AuM surpasses 10 billion Swiss francs2000Boutique AuM surpasses 5 billion Swiss francs1998Foundation Vescore1994Partnership with Raiffeisen Switzerland1988First institutional Global Balanced Switzerland mandates

Insights

Quality Growth Boutique
2020-11-30_QG-Outlook_teaser
Outlook

Promising Prospects for 2021 – Quality Growth Global Equity Outlook

Where can investors find opportunities? Where are the pockets of risk to avoid? Our portfolio managers explore consumer behavior in the tech and consumer staples sectors, and growth in emerging markets. We expect investor focus to shift from virus-induced disruptions to the pace of economic healing and we remain confident about market prospects ahead.

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