Vescore

Quantitative, model-based investment for long-term performance with roots in innovative financial market research.

How we can help you

Established in 1998 at the University of St. Gallen, Vescore's solutions and products are based on proprietary quantitative investment strategies. The team is a pioneer in the management of risk premia.

  • Risk premia are the most sustainable sources of return, as proven by financial market research.
  • Since risk premia vary over time, active management of risk premia is necessary to add value.
  • Decisions are based on economic theory and are implemented quantitatively.
  • Risk management is an integral part of our investment process. We aim for the best economically feasible solution and implement it with the highest level of precision.
  • We only invest in liquid instruments so we can adjust portfolios as needed.

 

infograph-boutique-multi-asset-vescore-overview_en

 

23 bn 2002 30  10

Why partner with us?

Strong track record

We have more than 20 years of experience in quantitative investing, and have delivered excellent returns.

Conviction-led

We are active investors. Our quantitative investment processes provide an optimal allocation without behavioral bias.

Transparency

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

Our offering

6 funds found

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Vontobel Fund (CH) - Vescore Global Equity Multi Factor

Multi Asset Boutique Global Equities

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Share class Currency ISIN Valor NAV YTD As at
A CHF CH0301037104 30103710 110.36 -12.88% Sep 17 2020
AN CHF CH0381682613 38168261 90.65 -12.57% Sep 17 2020
S CHF CH0301037641 30103764 92.78 -12.26% Sep 17 2020
Vontobel Fund (CH) - Vescore Swiss Equity Multi Factor

Multi Asset Boutique Swiss Equities

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Share class Currency ISIN Valor NAV YTD As at
A CHF CH0311188863 31118886 151.41 -1.89% Sep 17 2020
AN CHF CH0381682621 38168262 114.74 -1.54% Sep 17 2020
IA CHF CH0311189580 31118958 103.07 -1.54% Sep 17 2020
S CHF CH0311189556 31118955 158.49 -1.18% Sep 17 2020
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 1702.38 -6.92% Sep 17 2020
B EUR LU1936094579 45838253 105.40 -7.24% Sep 17 2020
H (hedged) CHF LU1936094736 45838269 104.54 -7.51% Sep 17 2020
HI (hedged) CHF LU1936094819 45837876 105.39 -7.20% Sep 17 2020
N EUR LU1936095030 45838268 106.28 -6.95% Sep 17 2020
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 147.18 -6.95% Sep 17 2020
AH (hedged) CHF LU0466441317 10738724 139.05 -7.21% Sep 17 2020
B EUR LU0466440772 10738669 165.00 -6.77% Sep 17 2020
H (hedged) CHF LU0466440855 10738718 151.72 -7.03% Sep 17 2020
H (hedged) USD LU0466441077 10738719 149.14 -5.72% Sep 17 2020
HN (hedged) CHF LU1767067322 40236264 106.50 -6.85% Sep 17 2020
I EUR LU0466441580 10738726 141.11 -6.56% Sep 17 2020
IX EUR LU0466442398 10738751 158.05 -6.40% Sep 17 2020
IXH (hedged) USD LU0466442638 10738754 155.80 -5.35% Sep 17 2020
IXH (hedged) CHF LU0466442554 10738752 161.89 -6.71% Sep 17 2020
IXL EUR LU0716975338 14429312 129.81 -6.36% Sep 17 2020
IXXL EUR LU0888108056 20653785 123.29 -6.00% Sep 17 2020
N EUR LU1683490095 38288750 102.69 -6.58% Sep 17 2020
SH (hedged) CHF LU1144477228 26163512 125.60 -5.56% Sep 17 2020
Vontobel Fund - Vescore Artificial Intelligence Multi Asset

Multi Asset Boutique Flexible Allocation

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Share class Currency ISIN Valor NAV YTD As at
A EUR LU1879231311 43789859 117.42 -1.81% Sep 17 2020
B EUR LU1879231402 43789869 117.32 -1.79% Sep 17 2020
C EUR LU1879231584 43789871 116.27 -2.15% Sep 17 2020
HI (hedged) CHF LU1879232046 43789879 117.59 -1.71% Sep 17 2020
HI (hedged) GBP LU1879232129 43789880 120.05 -1.49% Sep 17 2020
I EUR LU1879231667 43789873 118.44 -1.43% Sep 17 2020
N EUR LU1879231741 43789875 118.50 -1.46% Sep 17 2020
Vontobel Fund - Vescore Global Equity Multi Factor

Multi Asset Boutique Global Equities

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Share class Currency ISIN Valor NAV YTD As at
A USD LU1914479057 44963014 109.04 -6.93% Sep 17 2020
B USD LU1914479131 44963021 109.04 -6.93% Sep 17 2020
I USD LU1914479305 44965073 109.61 -6.74% Sep 17 2020
N USD LU1914479214 44963059 109.65 -6.75% Sep 17 2020
S USD LU1914479487 44965074 110.34 -6.47% Sep 17 2020

Meet the team

Insights

Multi Asset Boutique
2020-07-02_wp_mastering-future-market-uncertainty-with-modern-multi-asset-investing_teaser
White Paper by Daniel Seiler
COVID-19

Mastering future market uncertainty with modern multi-asset investing

COVID-19 has just rung in the next round of low yields prolonging the balancing act between risk and return for multi-asset investors. While traditional multi-asset strategies might struggle, their modern counterparts are highly adept at delivering on their promises of return generation and capital protection thanks to firm risk control, volatility targeting and unbiased decision-making.

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Multi Asset Boutique
2020-02_vescoregmo_teaser
Viewpoint by Stephan Schneider Wolfram Gerlof
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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Index Information
Index Factsheet Guide
CYD Diversified Commodity Index EN DE
CYD Diversified ex-AL Commodity Index EN DE
CYD Diversified long-short Index EN DE
CYD MarketNeutral Plus Index EN EN
CYD MarketNeutral Plus 5 Index EN EN
Vescore Switzerland Accounting Based Index DE  EN  FR  IT DE
Vescore Switzerland Cap Weighted Index DE  EN  FR  IT DE
Vescore Switzerland Equal Weighted Index DE  EN  FR  IT DE
Vescore Switzerland Minimum Volatility Index DE  EN  FR  IT DE
Vescore Switzerland Momentum Index DE  EN  FR  IT DE
Vescore Switzerland Quality Index DE  EN  FR  IT DE
Vescore Switzerland Risk Parity Index DE  EN  FR  IT DE
Vescore Switzerland Value Index DE  EN  FR  IT DE
Imprint

Vontobel Asset Management S.A., Niederlassung München
Leopoldstrasse 8–10
80802 Munich
P +49 89 21 11 33 0
F +49 89 21 11 33 11

Legal information:
Amtsgericht München (Munich District Court)
Commercial register no.: HRB 234 454
VAT identification number: DE 313 853 657

Financial supervision:
Commission de Surveillance du Secteur Financier
283, route d'Arlon
L-1150 Luxembourg
P +352 26 25 1-1
F +352 26 25 1-2601

Board Members:
Dominic Gaillard
Sophie Dupin
Carmen Lehr
Enrico Fritz

Permanent Representative:
Ingo Völker