Swiss Equities

Investing in excellent companies in Switzerland.

How we can help you

Switzerland may be small but its equity market is not. It includes a large number of multi-national, global market champions as well as high performing, small- and mid-sized companies.

Our Swiss equities team invests in attractively valued companies with improving profitability. We follow all industry sectors and market capitalization segments.

Being active asset managers, we take a hard look at each portfolio candidate before making an investment decision. Our roughly 200 direct contacts with target companies each year – including meetings with top management, and factory visits – give us an information edge. We also use proprietary financial models to gauge the future development of sales, profits, and margins.

We believe sustainable companies are usually well equipped for future challenges, which increases their chances of long-term success. Therefore, we include ESG criteria into our investment decisions.

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4.3 bn 5 21 1992

Why partner with us?

Local information advantage

Close contact with companies plus focus on the Swiss market enable accurate competitive analysis.

Able to find undervalued companies

Proven mix of quantitative and qualitative analysis to enable us to identify undervalued companies.

Active, high-conviction approach

We build concentrated portfolios consisting of equities of excellent companies.

Our offering

4 funds found

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Vontobel Fund (CH) - Ethos Equities Swiss Mid & Small

Sustainable Equities Boutique Swiss Equities

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Share class Currency ISIN Valor NAV YTD As at
A CHF CH0023568022 2356802 475.39 -0.30% Jan 25 2021
Vontobel Fund (CH) - Sustainable Swiss Equity

Sustainable Equities Boutique Swiss Equities

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Share class Currency ISIN Valor NAV YTD As at
A CHF CH0046922354 4692235 257.43 1.29% Jan 25 2021
AI CHF CH0046964547 4696454 276.32 1.34% Jan 25 2021
AN CHF CH0294647554 29464755 141.92 1.34% Jan 25 2021
I CHF CH0381683991 38168399 121.59 1.34% Jan 25 2021
S CHF CH0414998804 41499880 153.56 1.40% Jan 25 2021
Vontobel Fund - Swiss Mid And Small Cap Equity

Sustainable Equities Boutique Swiss Equities

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Share class Currency ISIN Valor NAV YTD As at
A CHF LU0129602552 1222574 256.57 -0.09% Jan 25 2021
AN CHF LU1683480708 38261479 119.59 -0.03% Jan 25 2021
B CHF LU0129602636 1222576 261.85 -0.08% Jan 25 2021
I CHF LU0278085229 2870677 184.10 -0.03% Jan 25 2021
N CHF LU1684195974 38261793 121.38 -0.03% Jan 25 2021
S CHF LU1700372607 38689197 123.97 0.04% Jan 25 2021
Vontobel Swiss Small Companies - Vontobel Swiss Small Companies

Sustainable Equities Boutique Swiss Equities

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Share class Currency ISIN Valor NAV YTD As at
A CHF CH0002795729 279572 1242.38 0.09% Jan 25 2021
AN CHF CH0381682597 38168259 117.47 0.14% Jan 25 2021
IA CHF CH0102869440 10286944 271.72 0.14% Jan 25 2021

Meet the team

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