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

14 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) - 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 (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 127.36 0.74% Jan 25 2021
AI CHF CH0259492939 25949293 120.99 0.77% Jan 25 2021
AN CHF CH0381682647 38168264 111.12 0.76% Jan 25 2021
S CHF CH0230779438 23077943 131.50 0.81% Jan 25 2021
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 105.51 -0.08% Jan 25 2021
AI CHF CH0259052691 25905269 102.61 -0.05% Jan 25 2021
AN CHF CH0381682654 38168265 101.46 -0.05% Jan 25 2021
S CHF CH0229324717 22932471 105.86 -0.04% Jan 25 2021
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 104.35 2.82% Jan 25 2021
S CHF CH0248079227 24807922 156.98 2.86% 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 - Clean Technology

Sustainable Equities Boutique Thematic Equities

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Share class Currency ISIN Valor NAV YTD As at
A CHF LU1407930350 32492448 326.17 6.04% Jan 22 2021
A EUR LU0384405519 4513009 477.63 6.42% Jan 22 2021
AN EUR LU1683485178 38261404 158.69 6.47% Jan 22 2021
AN CHF LU1683484874 38261395 148.67 6.09% Jan 22 2021
B EUR LU0384405600 4513015 483.45 6.42% Jan 22 2021
B CHF LU1407930780 32492550 329.58 6.04% Jan 22 2021
C EUR LU1651443175 37575398 162.05 6.38% Jan 22 2021
C USD LU1956006941 47375662 246.87 5.83% Jan 22 2021
H (hedged) CHF LU1407930947 32499576 180.46 6.42% Jan 22 2021
H (hedged) USD LU1618348079 36844119 168.30 6.47% Jan 22 2021
HN (hedged) CHF LU1683485095 38261401 156.88 6.46% Jan 22 2021
HN (hedged) USD LU1683485251 38261407 170.05 6.52% Jan 22 2021
I EUR LU0384405949 4513022 537.43 6.48% Jan 22 2021
I USD LU2250008831 57844131 116.27 5.93% Jan 22 2021
N GBP LU1618348236 36844166 166.23 5.93% Jan 22 2021
N CHF LU1683484957 38261399 149.24 6.09% Jan 22 2021
N EUR LU1598842364 36446865 162.87 6.48% Jan 22 2021
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 267.56 2.57% Jan 22 2021
AN EUR LU1683485335 38261416 115.87 2.62% Jan 22 2021
B EUR LU0120694483 1128462 288.67 2.57% Jan 22 2021
C EUR LU0137005756 1301568 250.08 2.53% Jan 22 2021
I EUR LU0278089486 2870663 226.49 2.62% Jan 22 2021
N EUR LU1683480880 38261495 117.64 2.62% Jan 22 2021
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 502.76 11.13% Jan 25 2021
AN USD LU1683484361 38261477 142.24 11.19% Jan 25 2021
B USD LU0384409263 4514037 528.59 11.13% Jan 25 2021
H (hedged) EUR LU0384409693 4514046 457.28 11.11% Jan 25 2021
HI (hedged) EUR LU0384409933 4514053 504.32 11.19% Jan 25 2021
HN (hedged) EUR LU1683482589 38261481 135.28 11.17% Jan 25 2021
I USD LU0384410279 4514057 588.05 11.20% Jan 25 2021
N USD LU1683484445 38261488 146.81 11.19% Jan 25 2021
N GBP LU2019989305 48633832 137.92 10.65% Jan 25 2021
S USD LU2146184358 53721716 158.80 11.27% Jan 25 2021
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 194.24 6.99% Jan 22 2021
AG USD LU1993004743 47781596 145.68 7.08% Jan 22 2021
AH (hedged) EUR LU1725744087 39290530 121.96 6.94% Jan 22 2021
AI USD LU1609308298 36643668 159.87 7.04% Jan 22 2021
AN GBP LU1717118191 39078906 126.38 7.04% Jan 22 2021
AN USD LU1683485681 38261784 133.48 7.04% Jan 22 2021
ASX EUR LU1964740309 46974193 128.21 7.64% Jan 22 2021
B USD LU0571085413 12236106 204.68 6.99% Jan 22 2021
G USD LU1767066605 40236190 128.71 7.08% Jan 22 2021
H (hedged) EUR LU1646585114 37470435 137.17 6.96% Jan 22 2021
HI (hedged) EUR LU1650589762 37574631 137.59 7.01% Jan 22 2021
HI (hedged) CHF LU1550202615 35324235 161.57 6.98% Jan 22 2021
HN (hedged) CHF LU1725744830 39290546 126.34 6.98% Jan 22 2021
I EUR LU1626216888 37012594 152.08 7.61% Jan 22 2021
I USD LU0571085686 12236113 222.32 7.05% Jan 22 2021
N GBP LU1618348582 36844873 155.64 7.04% Jan 22 2021
N USD LU1626216961 37012602 165.10 7.05% Jan 22 2021
S USD LU1572142096 35836106 187.48 7.11% Jan 22 2021
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 62.37 -1.52% Jan 22 2021
AM USD LU0563307635 12061799 54.04 -1.55% Jan 22 2021
AN USD LU1683487208 38261516 92.77 -1.48% Jan 22 2021
B EUR LU0752071745 18059822 105.67 -1.01% Jan 22 2021
B CHF LU0752070267 18059927 94.44 -1.37% Jan 22 2021
B USD LU0563307718 12061801 103.14 -1.52% Jan 22 2021
C USD LU0563307809 12061803 148.63 -1.54% Jan 22 2021
H (hedged) CHF LU0563308369 12061825 84.05 -1.59% Jan 22 2021
H (hedged) EUR LU0563308443 12061827 88.96 -1.58% Jan 22 2021
HI (hedged) CHF LU0563308799 12061834 89.51 -1.56% Jan 22 2021
HI (hedged) EUR LU0563308872 12061836 90.53 -1.56% Jan 22 2021
HN (hedged) CHF LU1683483470 38261533 98.33 -1.57% Jan 22 2021
HN (hedged) EUR LU1683487380 38261546 99.83 -1.56% Jan 22 2021
I USD LU0563307981 12061804 109.96 -1.48% Jan 22 2021
N USD LU1683483124 38261758 108.58 -1.48% Jan 22 2021
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 122.84 -0.65% Jan 22 2021
HI (hedged) CHF LU1246874892 28531627 108.08 -0.72% Jan 22 2021
HS (hedged) CHF LU1246875196 28531631 109.33 -0.69% Jan 22 2021
I EUR LU1246874629 28531625 110.64 -0.70% Jan 22 2021
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 100.51 0.06% Jan 22 2021
AHI (hedged) CHF LU2210410036 56212872 101.07 0.05% Jan 22 2021
AHI (hedged) EUR LU2081486727 51133685 100.94 0.08% Jan 22 2021
AHI (hedged) USD LU2210409616 56212864 101.46 0.11% Jan 22 2021
AHN (hedged) USD LU2210409889 56212868 101.46 0.13% Jan 22 2021
AHN (hedged) CHF LU2210410382 56213399 100.96 0.07% Jan 22 2021
AQG GBP LU2081485596 51132454 99.56 0.12% Jan 22 2021
AQI GBP LU2081485919 51151249 101.76 0.12% Jan 22 2021
AQNG GBP LU2081485679 51132474 99.29 0.12% Jan 22 2021
G GBP LU2081485240 51132430 101.71 0.13% Jan 22 2021
H (hedged) CHF LU2210410119 56213372 100.75 0.04% Jan 22 2021
H (hedged) EUR LU2081487295 51155529 100.51 0.06% Jan 22 2021
HI (hedged) USD LU2081487709 51155828 101.46 0.11% Jan 22 2021
HI (hedged) EUR LU2081486560 51132543 100.73 0.08% Jan 22 2021
HI (hedged) CHF LU2210409962 56212870 101.07 0.05% Jan 22 2021
HN (hedged) CHF LU2210410200 56213392 100.89 0.06% Jan 22 2021
HN (hedged) EUR LU2081486644 51133633 101.18 0.07% Jan 22 2021
HN (hedged) USD LU2210409707 56212866 101.46 0.14% Jan 22 2021
NG GBP LU2081485323 51132452 101.63 0.12% Jan 22 2021

ESG library

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