Vontobel Fund (CH) - Diversifier Equities USA V EUR header image

Vontobel Fund (CH) - Diversifier Equities USA V EUR

Fund

ISIN CH0530164190 / Valor 53016419

NAV (2026-04-15)
EUR 246.80+0.98%

Vontobel Fund (CH) - Diversifier Equities USA V EUR
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Variopartner (CH) 3-Alpha Divers Eq US is an actively managed fund focused on long-term capital growth by investing primarily in U.S.-based companies or those doing most of their business in the United States. The fund selects and weights its investments using quantitative models to ensure they meet sustainability criteria. Additionally, it utilizes derivatives to manage risk and optimize the portfolio without increasing leverage. All income generated is reinvested to further grow the portfolio.

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Tags:
sustainability us equities s&p 500

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OTHER SHARE CLASSES OF THIS FUND

Vontobel Fund (CH) - Diversifier Equities USA VV
Vontobel Fund (CH) - Diversifier Equities USA VV Vontobel Fund (CH) - Diversifier Equities USA VV Valor: 48735705
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.88%USD 226.07
Vontobel Fund (CH) - Diversifier Equities USA VE
Vontobel Fund (CH) - Diversifier Equities USA VE Vontobel Fund (CH) - Diversifier Equities USA VE Valor: 53175358
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.11%CHF 197.59
Vontobel Fund (CH) Diversifier Equities USA S USD Dist
Vontobel Fund (CH) Diversifier Equities USA S USD Dist Vontobel Fund (CH) Diversifier Equities USA S USD Dist Valor: 12406115
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Annual Return

-50%0%+50%

Risk level

110
0.88%USD 175.78
Vontobel Fund (CH) - Diversifier Equities USA V CHF
Vontobel Fund (CH) - Diversifier Equities USA V CHF Vontobel Fund (CH) - Diversifier Equities USA V CHF Valor: 48735713
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Annual Return

-50%0%+50%

Risk level

110
1.11%CHF 178.16