FUNDS - Vontobel Fund (CH) - Sustainable Swiss Equity Concept
Last update on: 18/04/2018

Vontobel Fund (CH) - Sustainable Swiss Equity Concept

Investment Trusts
Vontobel Fonds Services AG
Asset Manager
Vontobel Asset Management AG

Fund data (Equity Fund)

Fund size

(as of 31/03/2018)

64.63 mil. CHF
Share class size

(as of 31/03/2018)

0.37 mil. CHF
ISIN CH0229377418
Fund price (as of 18/04/2018)
Offer 125.24 CHF
Bid 125.24 CHF

Growth (as of 18/04/2018) *

10 Years n.s.
5 Years n.s.
3 Years -6.42 %
1 Year -5.60 %
Current year -4.95 %
Benchmark Swiss Performance Index (SPI)

* in Euro (€)

Master data of Funds
Launch date 11/12/2013
Available in CH
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment Vontobel Fund (CH) - Sustainable Swiss Equity Concept aims to generate long-term capital appreciation. It is suitable for investors with an investment horizon of at least five years, looking to invest in sustainable Swiss equities.
Investment strategy Vontobel Fund (CH) - Sustainable Swiss Equity Concept invests in stocks of Swiss companies, characterized by relatively low exposure to environmental and social risks.
Investment process The investment process combines the sustainability screen with a financial analysis, consisting of quantitative and qualitative elements. The fund manager is selecting the most promising securities from the resulting investment universe. The next step is the portfolio construction whose main goal is to achieve an optimized risk / return profile while maintaining the flexibility to react to developments in the financial markets.
Positive criteria n.s.
Negative criteria for stocks and corporate bonds Ethical and Social:
- gambling
- pornography
- tobacco
- violations of human rights
- weapons/armaments

- airlines
- chlorine or agrochemicals
- genetic engineering
- genetic engineering in agriculture
- nuclear power

Negative criteria for government bonds n.s.
Research done by Vontobel Asset Management

This fund profile is aligned with the fund company.



*no exclusion but part of the analysis


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