Fund & Balanced Solutions

Strategies that combine systematic and fundamental aspects to optimize potential.

How we can help you

Whenever markets are inefficient, investors need responsiveness as well as specialist knowledge to capture opportunities.

Portfolio managers rely on both bottom-up and top-down assessments to determine allocations.

Investments can be directly into equities, bonds, funds and derivatives. Investors incorporating ESG criteria in their investment strategy can fulfil their requirements with a broad range of ESG approaches.

We are transparent and our investment decisions are verifiable.

 

21 bn 1990 19 25

Why partner with us?

Strong track record

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

ESG pioneer

We are an ESG pioneer offering different approaches enabling investors to choose an approach which matches their preferences.

Client-centric

We focus on your needs, providing solutions for retail investors, institutional investors, and strategic partners.

Our Global Fund Solutions offering

Global Fund Solutions provides institutional and retail investors as well as Vontobel Asset Management partners strategies that combine systematic and fundamental aspects to optimize their return potential. These include targeting stable income over time as well as consistent outperformance versus a benchmark.

Our Global Fund Solutions team has the portfolio management experience, asset class expertise, and strategic background to deliver solutions that fulfil your requirements.

 

Meet the team

4 funds found

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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 108.36 -2.33% Oct 20 2020
I CHF CH0294813149 29481314 111.15 -2.17% Oct 20 2020
NV CHF CH0281018538 28101853 116.27 -1.85% Oct 20 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 105.63 -0.64% Oct 20 2020
I CHF CH0294813131 29481313 107.82 -0.54% Oct 20 2020
NV CHF CH0281016656 28101665 111.81 -0.25% Oct 20 2020
Vontobel Fund - Multi Asset Income

Multi Asset Boutique Moderate Allocation

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Share class Currency ISIN Valor NAV YTD As at
A EUR LU1687388899 38348031 75.30 -14.25% Oct 20 2020
B EUR LU1687388972 38348032 81.39 -14.25% Oct 20 2020
H (hedged) USD LU1687389350 38348036 88.99 -13.16% Oct 20 2020
H (hedged) CHF LU1687389277 38348035 78.65 -14.45% Oct 20 2020
HI (hedged) CHF LU2118212641 52516003 92.64 - Oct 20 2020
I EUR LU1515106984 34540089 99.10 -13.79% Oct 20 2020
N EUR LU1734078824 39472020 91.26 -13.82% Oct 20 2020
Vontobel Fund - Multi Asset Solution

Multi Asset Boutique Flexible Allocation

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Share class Currency ISIN Valor NAV YTD As at
B EUR LU1481720644 33721371 109.75 1.99% Oct 20 2020
C EUR LU1481721022 33721376 107.70 1.60% Oct 20 2020
N EUR LU1683490335 38261440 108.50 2.51% Oct 20 2020

Our Global Balanced Solutions offering

Global Balanced Solutions provides Swiss institutional investors with tailor-made, multi asset segregated mandates and individual fund solutions. We are dedicated to our investors and have a deep understanding of their needs.

We actively invest and optimize return potential in markets that vary in efficiency. Strategies target outperformance versus an agreed benchmark. Managers combine systematic and fundamental aspects, following a well-structured and repeatable investment process. All mandates include minimum ESG criteria.

In addition, we respect client-specific exclusions as well as offering positive screening approaches, leveraging the extensive knowledge of our in-house ESG capabilities.

Meet the team

Our solutions

Our Global Balanced Solutions offering centers on CHF Balanced which aims for a strategic equity exposure of 30–45% while also investing in bonds, funds and derivatives.

The strategy targets outperformance versus a client-chosen balanced benchmark or strategic asset allocation. It was launched in 1990.