Sustainable investing

What do you believe in?

We at Vontobel Asset Management want to help you make informed and active choices when it comes to ESG investing. But before you make a decision, you need to know what exactly your needs and beliefs are, and what investment approaches are available.

We start the discussion with a question: What do you believe in?

Environmental, social, and governance (ESG) standards can serve multiple purposes. Do you look for ESG to improve financial performance? Does ESG stand for investments in line with your values and convictions? Or both of the above?

 

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Whatever your goals are, the ESG approach you choose will affect your portfolio. We have defined six categories which we use to describe ESG investments: impact investing, thematic, best-in-class, integration, engagement, and exclusion, categorizing them according to the motivation and the resulting effect.

The six approaches can be explained as follows:

Impact Investing

Investing in activities with a positive impact on the environment or society. The main focus here is “doing good”, rather than investment performance.

Thematic

Investment focused on opportunities related to a single theme or megatrend. Results in a concentrated portfolio that should perform if the trend develops as expected.

Best in class

Only invests in companies with excellent ESG performance relative to others in their sector, often based on external database information. The focus is not on companies with moderate ESG scores with other attractive characteristics.

Integration

Includes ESG as a fully integrated element of the investment process, with ESG scorings combined with other factors to support investment decisions. The aim is a portfolio blending ESG and other characteristics. It requires a purpose-built investment process and portfolio management staff able to conduct ESG alongside other types of investment analysis.

Engagement

Investors aim to influence company management to improve business practices. A wide range of engagement levels exist, ranging from proxy voting through to public engagement as practiced by prominent activist funds.

Exclusion

Filtering out undesirable companies or sectors, either based on convictions or on international norms e.g. regarding weapons. Typically applied at the start of the investment process. While the companies in the portfolio meet ESG minimum standards, other factors are more important for the shares.

How ESG adds value

One of the old myths about investing is that ESG and performance don’t go together. Actually, they do, according to a review of more than 2,000 academic studies (“ESG and financial performance: aggregated evidence from more than 2,000 empirical studies,” Friede, Busch and Bassen, December 2015). There are three core ways in which ESG can improve investment results.

infograph-esg-navigating_en

There is no “one size fits all”

We believe there is no “one size fits all” ESG approach. There are simply too many investment styles, investor objectives, geographies, and asset classes. Being an active asset manager, we develop specialized ESG strategies covering a wide range of client needs in a targeted manner. We are convinced this leads to better results than standardized products, such as passive ESG exchange traded funds (ETFs).

Looking for the “right” ESG approach already puts you on the path towards active investing. If you are ready to invest independently of a benchmark, we can help you start your journey. Here is an overview of our ESG product range and our processes.

ESG at Vontobel Asset Management is managed on three levels:

  • The Vontobel Sustainability Committee works at Group level, chaired by the CEO and sets specific sustainability targets
  • Within Vontobel AM, the ESG Investment Governance Committee is responsible for coordinating ESG investment approaches across investment teams
  • The ESG Competence Center delivers research to support investment teams

 

Our commitment to active ownership

We exercise voting rights at the annual meetings of companies whose shares we hold in our sustainable and thematic portfolios, and engage in active dialogue with them. To be able to do this efficiently, we work with leading service providers in the field of voting rights and corporate dialogue. Read our engagement policy. Read our voting policy.

Examples of how we exercise our voting rights and how we engage with companies can be found here. Vontobel Asset Management - Voting & Engagement Report

Key facts

Vontobel's heritage and strategic focus on sustainability help make us one of the leading asset managers for sustainable investing in Europe and Switzerland.

32 36% 26% 25 35  2001

Vontobel has a long tradition of corporate responsibility and sustainability. We are a founding member of Swiss Sustainable Finance, and have received numerous awards for our sustainable investment funds.

The sustainability rating agency ISS-oekom awarded Vontobel the rare "prime" status, and we received an above-average score “A+” for the implementation of the U.N. Principles for Responsible Investment (PRI).

logo-iss-oekom
Vontobel
  • PRI signatory since 2010
  • Founding member of SSF, established in 2014
  • Climate-neutral since 2009
  • Participant of the United Nations Global Compact charter
Vontobel Asset Management

We launched our first equity fund with an ESG focus in 2001. Ever since, our sustainable equity offering has grown significantly in volume and importance. On the multi asset side, we gained substantial ESG expertise through the acquisition of Vescore in 2017. The transaction enabled us to harness the skills of some of the industry’s original pioneers and advocates. The year of 2018 saw the launch of a bond fund with a sustainability angle, an offering we plan to expand soon with similar fixed income products.

ESG options available in most asset classes

ESG approaches are now possible in most asset classes. However, there are limitations. For instance, if US issuers of high-yield bonds are mostly energy companies, it is impractical to build a well-diversified ESG portfolio in this segment. To include ESG in your portfolio, you need to consider your objective, asset class and geography.

 

Our approaches and to which asset classes they apply

 

Equities Multi asset Fixed income
Best-in-class Global
European
Switzerland
Global Global
Emerging markets
Switzerland
Integration Global
Emerging markets
Asian
Solutions available on request
Thematic
Clean technology
 

Our offering

15 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 464.63 4.06% Dec 01 2020
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 111.46 0.47% Nov 30 2020
I CHF CH0294813149 29481314 114.40 0.70% Nov 30 2020
NV CHF CH0281018538 28101853 119.67 1.02% Nov 30 2020
YV CHF CH0578494426 57849442 100.24 - Nov 30 2020
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 107.53 1.14% Nov 30 2020
I CHF CH0294813131 29481313 109.82 1.31% Nov 30 2020
NV CHF CH0281016656 28101665 113.89 1.61% Nov 30 2020
YV CHF CH0578494418 57849441 100.21 - Nov 30 2020
Vontobel Fund (CH) - Sustainable Balanced Allocation CHF

Multi Asset Boutique

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Share class Currency ISIN Valor NAV YTD As at
A CHF CH0230779404 23077940 124.81 0.76% Nov 30 2020
AN CHF CH0381682647 38168264 108.84 1.09% Nov 30 2020
IA CHF CH0259492939 25949293 118.50 1.08% Nov 30 2020
S CHF CH0230779438 23077943 128.65 1.78% Nov 30 2020
Vontobel Fund (CH) - Sustainable Bond CHF Concept

Fixed Income Boutique Swiss Bonds

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Share class Currency ISIN Valor NAV YTD As at
A CHF CH0229323123 22932312 105.23 -0.67% Nov 30 2020
AN CHF CH0381682654 38168265 101.11 -0.22% Nov 30 2020
IA CHF CH0259052691 25905269 102.26 -0.21% Nov 30 2020
S CHF CH0229324717 22932471 105.48 -0.13% Nov 30 2020
Vontobel Fund (CH) - Sustainable Global Equity ex Switzerland Concept

Sustainable Equities Boutique Global Equities

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Share class Currency ISIN Valor NAV YTD As at
I CHF CH0565681803 56568180 100.00 - Nov 30 2020
S CHF CH0248079227 24807922 150.28 9.74% Nov 30 2020
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 249.01 -0.86% Nov 30 2020
AN CHF CH0294647554 29464755 137.14 -0.23% Nov 30 2020
I CHF CH0381683991 38168399 117.50 -0.68% Nov 30 2020
IA CHF CH0046964547 4696454 267.02 -0.23% Nov 30 2020
S CHF CH0414998804 41499880 148.20 0.56% Nov 30 2020
Vontobel Fund - Clean Technology

Sustainable Equities Boutique Thematic Equities

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Share class Currency ISIN Valor NAV YTD As at
A EUR LU0384405519 4513009 434.29 22.83% Nov 30 2020
A CHF LU1407930350 32492448 298.02 22.38% Nov 30 2020
AN EUR LU1683485178 38261404 144.12 23.77% Nov 30 2020
AN CHF LU1683484874 38261395 135.67 23.32% Nov 30 2020
B EUR LU0384405600 4513015 439.59 22.83% Nov 30 2020
B CHF LU1407930780 32492550 301.13 22.38% Nov 30 2020
C USD LU1956006941 47375662 220.77 30.20% Nov 30 2020
C EUR LU1651443175 37575398 147.47 22.17% Nov 30 2020
H (hedged) CHF LU1407930947 32499576 164.17 22.53% Nov 30 2020
H (hedged) USD LU1618348079 36844119 152.77 24.28% Nov 30 2020
HN (hedged) CHF LU1683485095 38261401 142.57 23.44% Nov 30 2020
HN (hedged) USD LU1683485251 38261407 154.19 25.27% Nov 30 2020
I EUR LU0384405949 4513022 488.05 23.81% Nov 30 2020
N EUR LU1598842364 36446865 147.91 23.76% Nov 30 2020
N CHF LU1683484957 38261399 136.19 23.30% Nov 30 2020
N GBP LU1618348236 36844166 151.86 31.16% Nov 30 2020
Vontobel Fund - European Mid And Small Cap Equity

Sustainable Equities Boutique European Equities

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Share class Currency ISIN Valor NAV YTD As at
A EUR LU0120692511 1128461 244.01 -1.28% Nov 30 2020
AN EUR LU1683485335 38261416 105.54 -0.54% Nov 30 2020
B EUR LU0120694483 1128462 263.25 -1.28% Nov 30 2020
C EUR LU0137005756 1301568 228.26 -1.82% Nov 30 2020
I EUR LU0278089486 2870663 206.29 -0.50% Nov 30 2020
N EUR LU1683480880 38261495 107.16 -0.53% Nov 30 2020
Vontobel Fund - mtx Sustainable Asian Leaders (ex Japan)

Sustainable Equities Boutique Asia Pacific Equities

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Share class Currency ISIN Valor NAV YTD As at
A USD LU0384409180 4514032 429.58 18.99% Dec 01 2020
AN USD LU1683484361 38261477 121.38 19.91% Dec 01 2020
B USD LU0384409263 4514037 451.65 19.00% Dec 01 2020
H (hedged) EUR LU0384409693 4514046 391.36 17.12% Dec 01 2020
HI (hedged) EUR LU0384409933 4514053 430.96 18.05% Dec 01 2020
HN (hedged) EUR LU1683482589 38261481 115.65 18.03% Dec 01 2020
I USD LU0384410279 4514057 501.80 19.95% Dec 01 2020
N USD LU1683484445 38261488 125.29 19.91% Dec 01 2020
N GBP LU2019989305 48633832 120.62 17.92% Dec 01 2020
S USD LU2146184358 53721716 135.32 - Dec 01 2020
Vontobel Fund - mtx Sustainable Emerging Markets Leaders

Sustainable Equities Boutique Emerging Markets Equities

View 18 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU0571085330 12236105 170.06 11.99% Nov 30 2020
AG USD LU1993004743 47781596 127.30 13.30% Nov 30 2020
AH (hedged) EUR LU1725744087 39290530 107.01 10.24% Nov 30 2020
AI USD LU1609308298 36643668 139.79 12.87% Nov 30 2020
AN GBP LU1717118191 39078906 113.14 12.16% Nov 30 2020
AN USD LU1683485681 38261784 116.72 12.83% Nov 30 2020
ASX EUR LU1964740309 46974193 114.00 6.31% Nov 30 2020
B USD LU0571085413 12236106 179.20 11.99% Nov 30 2020
G USD LU1767066605 40236190 112.48 13.31% Nov 30 2020
H (hedged) EUR LU1646585114 37470435 120.37 10.16% Nov 30 2020
HI (hedged) EUR LU1650589762 37574631 120.58 11.08% Nov 30 2020
HI (hedged) CHF LU1550202615 35324235 141.70 10.76% Nov 30 2020
HN (hedged) CHF LU1725744830 39290546 110.77 10.88% Nov 30 2020
I EUR LU1626216888 37012594 135.32 5.93% Nov 30 2020
I USD LU0571085686 12236113 194.40 12.87% Nov 30 2020
N GBP LU1618348582 36844873 139.34 12.17% Nov 30 2020
N USD LU1626216961 37012602 144.37 12.84% Nov 30 2020
S USD LU1572142096 35836106 163.71 13.87% Nov 30 2020
Vontobel Fund - Multi Asset Income

Multi Asset Boutique Moderate Allocation

View 7 share classes Hide share classes
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
Vontobel Fund - Sustainable Emerging Markets Local Currency Bond

Fixed Income Boutique Emerging Markets Bonds

View 15 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
A USD LU0563307551 12061798 61.03 3.68% Nov 30 2020
AM USD LU0563307635 12061799 53.15 3.30% Nov 30 2020
AN USD LU1683487208 38261516 90.69 4.27% Nov 30 2020
B EUR LU0752071745 18059822 105.22 -2.71% Nov 30 2020
B CHF LU0752070267 18059927 94.50 -3.07% Nov 30 2020
B USD LU0563307718 12061801 100.92 3.68% Nov 30 2020
C USD LU0563307809 12061803 145.52 3.29% Nov 30 2020
H (hedged) CHF LU0563308369 12061825 82.46 1.78% Nov 30 2020
H (hedged) EUR LU0563308443 12061827 87.26 2.14% Nov 30 2020
HI (hedged) CHF LU0563308799 12061834 87.75 2.27% Nov 30 2020
HI (hedged) EUR LU0563308872 12061836 88.72 2.38% Nov 30 2020
HN (hedged) CHF LU1683483470 38261533 96.41 2.23% Nov 30 2020
HN (hedged) EUR LU1683487380 38261546 97.83 2.48% Nov 30 2020
I USD LU0563307981 12061804 107.50 4.31% Nov 30 2020
N USD LU1683483124 38261758 106.15 4.27% Nov 30 2020
Vontobel Fund - Sustainable Global Bond

Fixed Income Boutique Global Bonds

View 4 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
HI (hedged) USD LU1246874462 28531605 123.35 6.14% Nov 30 2020
HI (hedged) CHF LU1246874892 28531627 108.83 4.51% Nov 30 2020
HS (hedged) CHF LU1246875196 28531631 110.02 4.92% Nov 30 2020
I EUR LU1246874629 28531625 111.31 4.91% Nov 30 2020
Vontobel Fund - TwentyFour Sustainable Short Term Bond Income

TwentyFour Asset Management Investment Grade

View 19 share classes Hide share classes
Share class Currency ISIN Valor NAV YTD As at
AH (hedged) EUR LU2081487378 51155755 100.30 - Nov 30 2020
AHI (hedged) EUR LU2081486727 51133685 100.67 - Nov 30 2020
AHI (hedged) USD LU2210409616 56212864 101.00 - Nov 30 2020
AHI (hedged) CHF LU2210410036 56212872 100.86 - Nov 30 2020
AHN (hedged) USD LU2210409889 56212868 101.00 - Nov 30 2020
AHN (hedged) CHF LU2210410382 56213399 100.74 - Nov 30 2020
AQG GBP LU2081485596 51132454 100.25 - Nov 30 2020
AQI GBP LU2081485919 51151249 101.39 - Nov 30 2020
AQNG GBP LU2081485679 51132474 99.93 - Nov 30 2020
G GBP LU2081485240 51132430 101.31 - Nov 30 2020
H (hedged) CHF LU2210410119 56213372 100.58 - Nov 30 2020
H (hedged) EUR LU2081487295 51155529 100.30 - Nov 30 2020
HI (hedged) USD LU2081487709 51155828 101.00 - Nov 30 2020
HI (hedged) EUR LU2081486560 51132543 100.47 - Nov 30 2020
HI (hedged) CHF LU2210409962 56212870 100.86 - Nov 30 2020
HN (hedged) EUR LU2081486644 51133633 100.93 - Nov 30 2020
HN (hedged) USD LU2210409707 56212866 101.00 - Nov 30 2020
HN (hedged) CHF LU2210410200 56213392 100.71 - Nov 30 2020
NG GBP LU2081485323 51132452 101.25 - Nov 30 2020

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