Multi asset

Our experienced multi asset teams manage portfolios to support a broad range of investor needs.

Our clients are looking to diversify their holdings across asset classes in order to achieve their risk management and return goals. By delegating your asset allocation and stock selection decisions to our investment teams, you will receive a simple and easily implementable solution, which draws upon the expertise of our investment professionals. Once invested, you will benefit from regular market insights and high quality reporting, enabling a transparent view of market developments.

Get active

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 approach 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 the global financial markets. Therefore, we constantly screen for opportunities and combine active alpha strategies with systematic risk-premium strategies in order to outperform.

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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An approach to suit your needs

Our experienced multi asset teams have developed and manage portfolios to support a broad set of investor needs. All of our multi asset approaches are actively managed based on fundamental research. We combine active alpha strategies with systematic risk premia strategies in order to outperform benchmarks or absolute return targets, thus helping our clients achieve their investment goals.

We offer a broad range of funds under our own name, as well as white-labelled solutions for our partners and individual mandates for larger clients.

What sets us apart

Track record

We have over 30 years of experience in multi asset investing. We have delivered excellent returns through multiple market cycles.

Conviction-led

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

Sustainable

Signatory to the United Nations Principles of Responsible Investment (UNPRI) since 2010. Vontobel is rated A+ by the PRI and offers several sustainable multi asset strategies.

Stable

Listed on the Swiss stock exchange, with the majority of shares held by the founding family, Vontobel has provided a solid foundation for long-term investment since its founding in 1924.

Our offering

11 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 113.47 0.68% Jan 25 2021
I CHF CH0294813149 29481314 116.56 0.73% Jan 25 2021
NV CHF CH0281018538 28101853 121.94 0.73% Jan 25 2021
YV CHF CH0578494426 57849442 102.18 0.74% Jan 25 2021
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 108.72 0.40% Jan 25 2021
I CHF CH0294813131 29481313 111.12 0.43% Jan 25 2021
NV CHF CH0281016656 28101665 115.24 0.44% Jan 25 2021
YV CHF CH0578494418 57849441 101.43 0.45% Jan 25 2021
Vontobel Fund - Commodity

Multi Asset Boutique Commodities

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Share class Currency ISIN Valor NAV YTD As at
B USD LU0415414829 4608240 54.73 1.15% Jan 22 2021
C USD LU0415415123 4608243 88.22 1.04% Jan 22 2021
H (hedged) CHF LU0415415479 4608245 42.19 1.08% Jan 22 2021
H (hedged) SEK LU0505242726 11251897 489.39 1.09% Jan 22 2021
H (hedged) EUR LU0415415636 4608250 32.60 1.09% Jan 22 2021
HI (hedged) CHF LU0415416287 4608302 64.59 1.05% Jan 22 2021
HI (hedged) SEK LU0505242999 11251899 475.87 1.09% Jan 22 2021
HI (hedged) EUR LU0415416444 4608308 60.73 1.07% Jan 22 2021
HN (hedged) EUR LU1683489089 38252528 87.48 1.04% Jan 22 2021
HN (hedged) CHF LU1683488941 38252525 86.62 1.04% Jan 22 2021
HS (hedged) CHF LU0692735565 14045915 51.78 1.09% Jan 22 2021
I USD LU0415415800 4608254 75.15 1.16% Jan 22 2021
N USD LU1683488867 38252524 95.66 1.13% Jan 22 2021
Vontobel Fund - Dynamic Commodity

Multi Asset Boutique Commodities

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Share class Currency ISIN Valor NAV YTD As at
B USD LU0759371569 18187245 51.65 0.74% Jan 22 2021
H (hedged) CHF LU0759371999 18188752 43.40 0.63% Jan 22 2021
H (hedged) EUR LU0759372021 18188755 44.73 0.68% Jan 22 2021
HI (hedged) CHF LU0759372450 18189092 46.42 0.72% Jan 22 2021
HI (hedged) EUR LU0759372534 18189106 47.39 0.70% Jan 22 2021
HN (hedged) CHF LU1683488784 38252518 71.36 0.69% Jan 22 2021
HN (hedged) EUR LU1683488602 38252516 71.84 0.71% Jan 22 2021
I USD LU0759372880 18189440 55.11 0.79% Jan 22 2021
N USD LU1683488511 38252507 78.69 0.78% Jan 22 2021
S USD LU0759376105 18189494 77.74 0.82% Jan 22 2021
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 1755.96 1.52% Jan 22 2021
B EUR LU1936094579 45838253 109.64 1.49% Jan 22 2021
H (hedged) CHF LU1936094736 45838269 108.62 1.48% Jan 22 2021
HI (hedged) CHF LU1936094819 45837876 109.70 1.51% Jan 22 2021
HN (hedged) CHF LU2265799747 58699439 101.79 1.51% Jan 22 2021
N EUR LU1936095030 45838268 110.72 1.51% Jan 22 2021
Vontobel Fund II - Vescore Active Beta Opportunities

Multi Asset Boutique Flexible Allocation

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Share class Currency ISIN Valor NAV YTD As at
AI EUR LU2024691912 48822332 140.51 0.21% Jan 22 2021
B EUR LU2033388054 49111161 106.39 0.17% Jan 22 2021
H (hedged) CHF LU2033388211 49111802 105.96 0.15% Jan 22 2021
HI (hedged) CHF LU2033388302 49239135 106.53 0.19% Jan 22 2021
HN (hedged) CHF LU2265799820 58699440 100.61 0.20% Jan 22 2021
HR (hedged) CHF LU2243985145 57620838 100.80 0.20% Jan 22 2021
I EUR LU2033388138 49111163 106.88 0.21% Jan 22 2021
SA EUR LU2024692134 48822341 115.05 0.25% Jan 22 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 154.24 1.17% Jan 22 2021
AH (hedged) CHF LU0466441317 10738724 145.51 1.15% Jan 22 2021
B EUR LU0466440772 10738669 173.09 1.18% Jan 22 2021
H (hedged) CHF LU0466440855 10738718 158.92 1.16% Jan 22 2021
H (hedged) USD LU0466441077 10738719 156.99 1.24% Jan 22 2021
HN (hedged) CHF LU1767067322 40236264 111.70 1.19% Jan 22 2021
I EUR LU0466441580 10738726 148.21 1.21% Jan 22 2021
IX EUR LU0466442398 10738751 166.15 1.22% Jan 22 2021
IXH (hedged) USD LU0466442638 10738754 164.34 1.27% Jan 22 2021
IXH (hedged) CHF LU0466442554 10738752 169.92 1.20% Jan 22 2021
IXL EUR LU0716975338 14429312 136.51 1.22% Jan 22 2021
IXXL EUR LU0888108056 20653785 129.67 1.23% Jan 22 2021
N EUR LU1683490095 38288750 107.84 1.21% Jan 22 2021
SH (hedged) CHF LU1144477228 26163512 132.19 1.26% Jan 22 2021
Vontobel Fund - Multi Asset Defensive

Multi Asset Boutique Cautious Allocation

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Share class Currency ISIN Valor NAV YTD As at
B EUR LU1700372789 38856478 99.39 -0.11% Jan 22 2021
C EUR LU1737595923 39592808 138.25 -0.12% Jan 22 2021
H (hedged) CHF LU1767066860 40241927 89.53 -0.13% Jan 22 2021
H (hedged) USD LU1767066944 40241950 102.35 -0.06% Jan 22 2021
HI (hedged) CHF LU1767067082 40241958 99.77 -0.10% Jan 22 2021
HI (hedged) USD LU1767067165 40241961 105.58 -0.05% Jan 22 2021
I EUR LU1700372946 38856852 100.47 -0.09% Jan 22 2021
N EUR LU1767067249 40241968 98.89 -0.09% Jan 22 2021
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 113.82 0.53% Jan 22 2021
C EUR LU1481721022 33721376 111.58 0.50% Jan 22 2021
N EUR LU1683490335 38261440 112.66 0.56% Jan 22 2021
Vontobel Fund - Non-Food Commodity

Multi Asset Boutique Commodities

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Share class Currency ISIN Valor NAV YTD As at
B USD LU1106544643 25360741 83.12 2.93% Jan 22 2021
H (hedged) CHF LU1106545293 25360771 70.76 2.83% Jan 22 2021
HI (hedged) CHF LU1106545533 25360798 74.09 2.85% Jan 22 2021
I USD LU1106544999 25360743 87.02 2.97% Jan 22 2021
N USD LU1683489915 38261415 103.15 2.97% Jan 22 2021
S USD LU1106545020 25360770 91.85 3.02% Jan 22 2021
S EUR LU2194484734 55562272 111.28 3.55% Jan 22 2021
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 121.49 0.65% Jan 22 2021
B EUR LU1879231402 43789869 121.38 0.65% Jan 22 2021
C EUR LU1879231584 43789871 120.09 0.62% Jan 22 2021
H (hedged) CHF LU2260684571 58322347 87.22 - Jan 22 2021
H (hedged) USD LU2260684902 58322348 99.00 - Jan 22 2021
HI (hedged) CHF LU1879232046 43789879 121.76 0.67% Jan 22 2021
HI (hedged) GBP LU1879232129 43789880 124.69 0.72% Jan 22 2021
I EUR LU1879231667 43789873 122.77 0.68% Jan 22 2021
N EUR LU1879231741 43789875 122.82 0.68% Jan 22 2021

Sustainability within multi asset investing

We have continuously developed our ESG offering since becoming active in sustainable investing in the early 1990s. Our teams share a philosophy of integrating ESG factors into their investment decision-making. Each team tailors their ESG approach to fit their distinct investment process and the nuances of the market segments they invest in.

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Insights

Multi Asset Boutique
2020-07-02_wp_mastering-future-market-uncertainty-with-modern-multi-asset-investing_teaser
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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