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

12 funds found

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Vontobel Fund (CH) - Pension Invest Balanced

Moderate Allocation

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Share class Currency ISIN Valor NAV YTD As at
A CHF CH0281017506 28101750 108.06 -2.60% Aug 04 2020
I CHF CH0294813149 29481314 110.71 -2.55% Aug 04 2020
NV CHF CH0281018538 28101853 115.80 -2.25% Aug 04 2020
Vontobel Fund (CH) - Pension Invest Yield

Cautious Allocation

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Share class Currency ISIN Valor NAV YTD As at
A CHF CH0281016474 28101647 105.63 -0.64% Aug 04 2020
I CHF CH0294813131 29481313 107.71 -0.64% Aug 04 2020
NV CHF CH0281016656 28101665 111.70 -0.35% Aug 04 2020
Vontobel Fund - Commodity

Multi Asset Boutique Commodities

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Share class Currency ISIN Valor NAV YTD As at
B USD LU0415414829 4608240 52.05 -5.00% Aug 04 2020
C USD LU0415415123 4608243 84.20 -5.33% Aug 04 2020
H (hedged) CHF LU0415415479 4608245 40.45 -6.41% Aug 04 2020
H (hedged) SEK LU0505242726 11251897 469.34 -6.41% Aug 04 2020
H (hedged) EUR LU0415415636 4608250 31.24 -6.35% Aug 04 2020
HI (hedged) CHF LU0415416287 4608302 61.78 -6.00% Aug 04 2020
HI (hedged) SEK LU0505242999 11251899 454.37 -5.79% Aug 04 2020
HI (hedged) EUR LU0415416444 4608308 58.02 -5.93% Aug 04 2020
HN (hedged) EUR LU1683489089 38252528 83.59 -5.94% Aug 04 2020
HN (hedged) CHF LU1683488941 38252525 82.81 -6.06% Aug 04 2020
HS (hedged) CHF LU0692735565 14045915 49.31 -5.48% Aug 04 2020
I USD LU0415415800 4608254 71.24 -4.54% Aug 04 2020
N USD LU1683488867 38252524 90.72 -4.57% Aug 04 2020
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 52.96 -12.79% Aug 04 2020
H (hedged) CHF LU0759371999 18188752 44.80 -14.18% Aug 04 2020
H (hedged) EUR LU0759372021 18188755 46.11 -14.01% Aug 04 2020
HI (hedged) CHF LU0759372450 18189092 47.70 -13.70% Aug 04 2020
HI (hedged) EUR LU0759372534 18189106 48.65 -13.83% Aug 04 2020
HN (hedged) CHF LU1683488784 38252518 73.45 -13.73% Aug 04 2020
HN (hedged) EUR LU1683488602 38252516 73.80 -13.71% Aug 04 2020
I USD LU0759372880 18189440 56.28 -12.35% Aug 04 2020
N USD LU1683488511 38252507 80.41 -12.39% Aug 04 2020
S USD LU0759376105 18189494 79.11 -11.94% Aug 04 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 1699.09 -7.10% Aug 04 2020
B EUR LU1936094579 45838253 105.26 -7.37% Aug 04 2020
H (hedged) CHF LU1936094736 45838269 104.44 -7.60% Aug 04 2020
HI (hedged) CHF LU1936094819 45837876 105.24 -7.33% Aug 04 2020
N EUR LU1936095030 45838268 106.08 -7.13% Aug 04 2020
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 138.65 4.66% Aug 04 2020
B EUR LU2033388054 49111161 105.23 - Aug 04 2020
H (hedged) CHF LU2033388211 49111802 105.03 - Aug 04 2020
HI (hedged) CHF LU2033388302 49239135 105.26 - Aug 04 2020
I EUR LU2033388138 49111163 105.48 - Aug 04 2020
SA EUR LU2024692134 48822341 113.26 4.93% Aug 04 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 146.33 -7.49% Aug 04 2020
AH (hedged) CHF LU0466441317 10738724 138.33 -7.69% Aug 04 2020
B EUR LU0466440772 10738669 163.99 -7.34% Aug 04 2020
H (hedged) CHF LU0466440855 10738718 150.86 -7.56% Aug 04 2020
H (hedged) USD LU0466441077 10738719 148.15 -6.34% Aug 04 2020
HN (hedged) CHF LU1767067322 40236264 105.85 -7.42% Aug 04 2020
I EUR LU0466441580 10738726 140.19 -7.17% Aug 04 2020
IX EUR LU0466442398 10738751 156.96 -7.04% Aug 04 2020
IXH (hedged) USD LU0466442638 10738754 154.64 -6.06% Aug 04 2020
IXH (hedged) CHF LU0466442554 10738752 160.90 -7.28% Aug 04 2020
IXL EUR LU0716975338 14429312 128.90 -7.02% Aug 04 2020
IXXL EUR LU0888108056 20653785 122.42 -6.66% Aug 04 2020
N EUR LU1683490095 38288750 102.02 -7.19% Aug 04 2020
SH (hedged) CHF LU1144477228 26163512 124.69 -6.25% Aug 04 2020
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 98.60 -1.47% Aug 04 2020
C EUR LU1737595923 39592808 137.29 -1.60% Aug 04 2020
H (hedged) CHF LU1767066860 40241927 88.96 -1.73% Aug 04 2020
H (hedged) USD LU1767066944 40241950 101.13 -0.58% Aug 04 2020
HI (hedged) CHF LU1767067082 40241958 98.93 -1.45% Aug 04 2020
HI (hedged) USD LU1767067165 40241961 104.17 -0.29% Aug 04 2020
I EUR LU1700372946 38856852 99.50 -1.28% Aug 04 2020
N EUR LU1767067249 40241968 97.91 -1.24% Aug 04 2020
Vontobel Fund - Multi Asset Income

Moderate Allocation

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Share class Currency ISIN Valor NAV YTD As at
A EUR LU1687388899 38348031 75.47 -14.05% Aug 04 2020
B EUR LU1687388972 38348032 81.57 -14.06% Aug 04 2020
H (hedged) USD LU1687389350 38348036 89.01 -13.14% Aug 04 2020
H (hedged) CHF LU1687389277 38348035 78.89 -14.18% Aug 04 2020
HI (hedged) CHF LU2118212641 52516003 92.73 - Aug 04 2020
I EUR LU1515106984 34540089 99.18 -13.72% Aug 04 2020
N EUR LU1734078824 39472020 91.35 -13.74% Aug 04 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 108.53 0.85% Aug 04 2020
C EUR LU1481721022 33721376 106.61 0.58% Aug 04 2020
N EUR LU1683490335 38261440 107.15 1.24% Aug 04 2020
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 76.80 -4.07% Aug 04 2020
H (hedged) CHF LU1106545293 25360771 65.95 -5.52% Aug 04 2020
HI (hedged) CHF LU1106545533 25360798 68.80 -5.08% Aug 04 2020
I USD LU1106544999 25360743 80.11 -3.61% Aug 04 2020
N USD LU1683489915 38261415 94.97 -3.58% Aug 04 2020
S USD LU1106545020 25360770 84.27 -3.17% Aug 04 2020
S EUR LU2194484734 55562272 105.66 - Aug 04 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 117.66 -1.61% Aug 04 2020
B EUR LU1879231402 43789869 117.55 -1.60% Aug 04 2020
C EUR LU1879231584 43789871 116.57 -1.90% Aug 04 2020
HI (hedged) CHF LU1879232046 43789879 117.82 -1.51% Aug 04 2020
HI (hedged) GBP LU1879232129 43789880 120.16 -1.40% Aug 04 2020
I EUR LU1879231667 43789873 118.60 -1.30% Aug 04 2020
N EUR LU1879231741 43789875 118.67 -1.31% Aug 04 2020

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
2020-04-22_mu_ma_oil-update_teaser
Market Update
COVID-19

Despite collapse in US oil, positive long term upside still intact

In a historic move, US oil prices entered negative territory due to a lack of demand and storage capacities. In the short term, relief is not in sight despite OPEC production cuts. However, the current collapse in prices will accelerate the unwinding of oversupply supporting longer dated oil that is already positioned for recovery in 2021.

Read more

Multi Asset Boutique
2020-04-16_ma_animal-spirits_teaser
Viewpoint
COVID-19

Animal spirits will drive full market rebound from COVID-19 crash

COVID-19 has been wreaking havoc on global markets and investors have been dumping risky assets en masse leading to the fastest bear market of all time. The most pressing question for investors is now: when should you re-commit to the market? The answer is simple: once the virus has been contained and Keynesian animal spirits revive and start driving price action.

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Multi Asset Boutique
2020-03-10-ma-mu_teaser
Market Update
COVID-19

Virus beats retreat in China, infects more people elsewhere

The first-time visit of Chinese President Xi Jinping to virus-hit Wuhan raises hopes that the outbreak is now mostly under control in Covid-19’s country of origin. Yet elsewhere, the respiratory disease has started to hamper everyday life and the economy. Should we see signs of a turning point, we might reverse our recent risk-off stance.

Read more