Vontobel Fund - Global Environmental Change

Why select the Vontobel Fund – Global Environmental Change

A structural investment opportunity

An investment opportunity lies in bridging the funding gap on the path toward net zero and sustainable development. Environmental impact strategies may provide a way for investors to get involved by investing in companies providing scalable and economically viable solutions. 

Diversification benefit 

Environmental impact strategies can offer risk diversification to global equity investors, given their limited overlap with traditional core equity allocations, and may help balance a portfolio’s performance through the cycle. 

Driving positive change for people and the planet 

Our portfolio holdings’ products and services have the potential to generate a measurable positive effect on the environment as they contribute to addressing pressing environmental challenges. 

Diversification and asset allocation do not ensure a profit or protection against loss in declining markets.
 

The pillars of Vontobel Fund - Global Environmental Change

The companies we pick for our portfolio contribute to at least one of our impact yardsticks (“impact pillar”) and one or a number of the United Nations’ Sustainable Development Goals (SDGs).

Clean energy infrastructure 

We can no longer ignore climate change caused by greenhouse gas emissions. The transition from fossil fuels to renewable energy sources is underway but requires massive investments in the appropriate infrastructure and advanced technology.

This impact pillar contributes to the UN SDGs 7 and 13.

 

Clean water 

While demand for water is growing, our water supply is shrinking. Substantial investment is required along the entire value chain to enable universal access to safe and affordable drinking water.

This impact pillar contributes to the UN SDG 6.

 

Building technology 

More than half of the world’s population lives in urban areas. To minimize their carbon footprint, we need solutions that improve urban planning and make cities smarter and better connected.

This impact pillar contributes to the UN SDG 11.

 

Low-emission transportation 

Our growing economy depends on a robust transportation infrastructure. Sustainable development in our world calls for a transportation system that keeps pollution low via green and resilient mobility solutions.

This impact pillar contributes to the UN SDGs 9 and 11.

 

Resource-efficient industry 

Resource efficiency is needed to deal with the growing consumption of energy and materials, with solutions that are resilient, use fewer natural resources, save energy, and reduce pollution.

This impact pillar contributes to the UN SDG 9.

 

Lifecycle management 

To offset the increasing environmental footprint of a growing economy, steering consumer behaviour toward companies offering sustainable product lifecycles is key.

This impact pillar contributes to the UN SDG 12.

 

Our investment process

Our aim is to deliver an unconstrained high-conviction portfolio. This requires an investment process focused on disciplined bottom-up security selection based on in-depth company analyses that integrate financial, impact, and sustainability criteria.

What is the potential impact of the companies you invest in? Try our calculator:

"As an impact investor, you look for environmental benefits as well as financial performance – we can offer both."

Investment team

Pascal Dudle, Head of Listed Impact and portfolio manager of the Global Environmental Change fund, has more than 20 years of investment experience. He is supported by a team of investment experts able to conduct financial as well as sustainability analyses. Being active asset managers, we rely on our own in-house fundamental research.