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.

 

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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

3 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 1719.42 -5.03% Nov 30 2020
B EUR LU1936094579 45838253 107.43 -5.46% Nov 30 2020
H (hedged) CHF LU1936094736 45838269 106.49 -5.79% Nov 30 2020
HI (hedged) CHF LU1936094819 45837876 107.48 -5.36% Nov 30 2020
N EUR LU1936095030 45838268 108.43 -5.07% Nov 30 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 150.15 -5.08% Nov 30 2020
AH (hedged) CHF LU0466441317 10738724 141.75 -5.41% Nov 30 2020
B EUR LU0466440772 10738669 168.43 -4.83% Nov 30 2020
H (hedged) CHF LU0466440855 10738718 154.74 -5.18% Nov 30 2020
H (hedged) USD LU0466441077 10738719 152.47 -3.61% Nov 30 2020
HN (hedged) CHF LU1767067322 40236264 108.70 -4.92% Nov 30 2020
I EUR LU0466441580 10738726 144.15 -4.55% Nov 30 2020
IX EUR LU0466442398 10738751 161.54 -4.33% Nov 30 2020
IXH (hedged) USD LU0466442638 10738754 159.48 -3.12% Nov 30 2020
IXH (hedged) CHF LU0466442554 10738752 165.31 -4.74% Nov 30 2020
IXL EUR LU0716975338 14429312 132.72 -4.26% Nov 30 2020
IXXL EUR LU0888108056 20653785 126.04 -3.90% Nov 30 2020
N EUR LU1683490095 38288750 104.89 -4.58% Nov 30 2020
SH (hedged) CHF LU1144477228 26163512 128.46 -3.41% Nov 30 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 78.98 -7.60% Nov 30 2020
B EUR LU1687388972 38348032 87.70 -7.61% Nov 30 2020
H (hedged) USD LU1687389350 38348036 95.97 -6.35% Nov 30 2020
H (hedged) CHF LU1687389277 38348035 84.76 -7.80% Nov 30 2020
HI (hedged) CHF LU2118212641 52516003 99.92 - Nov 30 2020
I EUR LU1515106984 34540089 106.86 -7.04% Nov 30 2020
N EUR LU1734078824 39472020 98.41 -7.07% Nov 30 2020

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

Multi Asset Boutique
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White Paper
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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