Vontobel Fund (CH) - Sustainable Swiss Equity I header image

Vontobel Fund (CH) - Sustainable Swiss Equity I

Fund

ISIN CH0381683991 / Valor 38168399

NAV (2025-01-15)
CHF 133.19+0.79%

Vontobel Fund (CH) - Sustainable Swiss Equity I
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General Objective

The fund aims to generate long-term capital growth while considering specific sustainability criteria and respecting risk diversification. It invests in a concentrated portfolio mainly including stocks of innovative Swiss companies that are leaders in their industry, offer interesting profitability growth potential, and have attractive upside potential versus estimated enterprise values at the time of investment.

Fund Exposure

The fund is exposed to Swiss equities, with a focus on innovative companies that demonstrate strong growth potential and sustainability criteria. The portfolio includes stocks of companies in sectors such as Consumer Staples, Industrials, Financials, Materials, Consumer Discretionary, Information Technology, Health Care, and Cash. The fund actively manages its positions based on in-depth research and considers environmental, social, and governance criteria in its selection process.

Risks

Risks associated with this fund include limited participation in the potential of single securities, uncertainty in the success of single security analysis and active management, and the possibility of not recovering the capital invested. Additionally, the use of derivative financial instruments introduces risks related to liquidity, leverage, credit fluctuations, illiquidity, and volatility. Investments in mid and small-cap companies may be less liquid, and the fund may be subject to sustainability risks that could impact its performance positively or negatively.

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Source

https://am.vontobel.com/de/view/CH0381683991/vontobel-fund-ch-sustainable-swiss-equity

Tags:
sustainability swiss equities swiss market index

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OTHER SHARE CLASSES OF THIS FUND

Vontobel Fund (CH) - Sustainable Swiss Equity A
Vontobel Fund (CH) - Sustainable Swiss Equity A Vontobel Fund (CH) - Sustainable Swiss Equity A Valor: 4692235
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Annual Return

-50%0%+50%

Risk level

110
0.78%CHF 269.24
Vontobel Fund (CH) - Sustainable Swiss Equity AN
Vontobel Fund (CH) - Sustainable Swiss Equity AN Vontobel Fund (CH) - Sustainable Swiss Equity AN Valor: 29464755
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.79%CHF 150.24
Vontobel Fund (CH) - Sustainable Swiss Equity S
Vontobel Fund (CH) - Sustainable Swiss Equity S Vontobel Fund (CH) - Sustainable Swiss Equity S Valor: 41499880
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.79%CHF 162.79
Vontobel Fund (CH) - Sustainable Swiss Equity AI
Vontobel Fund (CH) - Sustainable Swiss Equity AI Vontobel Fund (CH) - Sustainable Swiss Equity AI Valor: 4696454
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.79%CHF 292.63
Vontobel Fund (CH) - Sustainable Swiss Equity G
Vontobel Fund (CH) - Sustainable Swiss Equity G Vontobel Fund (CH) - Sustainable Swiss Equity G Valor: 11007410
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Annual Return

-50%0%+50%

Risk level

110
0.79%CHF 104.75