mtx

Investing in leading businesses with high and growing profitability in emerging markets.

How we can help you

Our research leads us to believe that leaders tend to remain leaders, also in terms of share-price performance.

We focus on leading companies with high growth potential due to reinvestments made possible by high returns on invested capital (ROIC) and strong competitive positions. Market participants are often slow to acknowledge high ROICs, which we consider an important share price driver. This failure on the part of the market creates opportunities for high conviction, active stock pickers like us.

To be included in our portfolios, a company needs to be in the first quartile in terms of ROIC and industry position, trade at a discount to its intrinsic value, and fulfill our minimum ESG standards. These four factors form the cornerstones of our “matrix”, or mtx, approach.

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As fundamental equity managers, we use a combination of systematic screens and fundamental analysis before making an investment decision. We use a proprietary ESG scoring model to investigate each company in depth and understand the risks associated with their business model.

6.5 bn 18 17 2012

Why partner with us?

Unique combination of systematic screens and fundamental research

This ensures style-consistent investment results and potential outperformance through the market cycle.

Strong focus on valuation

The entry point significantly determines the investment’s rate of return in the medium-term.

ESG improves risk management and enhances performance

This view is supported by latest academic research and our own performance data.

Our offering

3 funds found

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Vontobel Fund - mtx China Leaders

Sustainable Equities Boutique Asia Pacific Equities

View 6 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU0278091896 2844051 229.24 3.39% Aug 05 2020
AN USD LU1683484015 38261460 104.07 3.93% Aug 05 2020
B USD LU0278091979 2844057 264.08 3.39% Aug 05 2020
C USD LU0278092191 2870558 265.81 3.02% Aug 05 2020
I USD LU0278092514 2870581 256.55 3.95% Aug 05 2020
N USD LU1683483983 38261458 106.70 3.93% Aug 05 2020
Vontobel Fund - mtx Sustainable Asian Leaders (ex Japan)

Sustainable Equities Boutique Asia Pacific Equities

View 10 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU0384409180 4514032 390.73 7.57% Aug 05 2020
AN USD LU1683484361 38261477 110.56 8.12% Aug 05 2020
B USD LU0384409263 4514037 408.30 7.58% Aug 05 2020
H (hedged) EUR LU0384409693 4514046 355.18 6.29% Aug 05 2020
HI (hedged) EUR LU0384409933 4514053 390.14 6.86% Aug 05 2020
HN (hedged) EUR LU1683482589 38261481 104.68 6.84% Aug 05 2020
I USD LU0384410279 4514057 452.38 8.14% Aug 05 2020
N USD LU1683484445 38261488 112.96 8.11% Aug 05 2020
N GBP LU2019989305 48633832 111.06 8.57% Aug 05 2020
S USD LU2146184358 53721716 121.61 - Aug 05 2020
Vontobel Fund - mtx Sustainable Emerging Markets Leaders

Sustainable Equities Boutique Emerging Markets Equities

View 17 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU0571085330 12236105 156.74 2.57% Aug 04 2020
AH (hedged) EUR LU1725744087 39290530 99.04 1.40% Aug 04 2020
AI USD LU1609308298 36643668 129.63 3.09% Aug 04 2020
AN GBP LU1717118191 39078906 107.15 4.79% Aug 04 2020
AN USD LU1683485681 38261784 107.96 3.06% Aug 04 2020
ASX EUR LU1964740309 46974193 108.80 -1.32% Aug 04 2020
B USD LU0571085413 12236106 164.13 2.57% Aug 04 2020
G USD LU1767066605 40236190 102.59 3.34% Aug 04 2020
H (hedged) EUR LU1646585114 37470435 110.73 1.34% Aug 04 2020
HI (hedged) EUR LU1650589762 37574631 110.60 1.89% Aug 04 2020
HI (hedged) CHF LU1550202615 35324235 130.13 1.71% Aug 04 2020
HN (hedged) CHF LU1725744830 39290546 101.69 1.79% Aug 04 2020
I EUR LU1626216888 37012594 125.76 -1.56% Aug 04 2020
I USD LU0571085686 12236113 177.55 3.09% Aug 04 2020
N USD LU1626216961 37012602 131.87 3.07% Aug 04 2020
N GBP LU1618348582 36844873 130.19 4.81% Aug 04 2020
S USD LU1572142096 35836106 149.06 3.68% Aug 04 2020

Meet the team

Our two portfolio managers, Roger Merz and Thomas Schaffner, are supported by a dedicated Zurich-based team of 18 investment professionals.

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