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Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus AI CHF Dist header image

Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus AI CHF Dist

Fund

ISIN CH1303570142 / Valor 13035701

NAV (2026-07-02)
CHF 103.05+1.17%

Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus AI CHF Dist
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The Vontobel Fund (CH) Sust Swiss Eq IncPlus focuses on Swiss companies listed in the Swiss Performance Index that offer strong dividend yields and growth potential while actively promoting environmental and social initiatives. Managed by Marc Hänni and Robert Borenich, the fund carefully selects stocks based on thorough company analyses and ESG (Environmental, Social, Governance) criteria, excluding industries that don't meet its sustainability standards. Additionally, it enhances returns by using a covered call options strategy, aiming to provide a balanced and sustainable investment portfolio tailored for long-term growth.

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Tags:
Sustainable swiss performance index swiss equity

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OTHER SHARE CLASSES OF THIS FUND

Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus I CHF Cap
Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus I CHF Cap Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus I CHF Cap Valor: 13035701
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Annual Return

-50%0%+50%

Risk level

110
1.17%CHF 116.50
Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus AN CHF Dist
Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus AN CHF Dist Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus AN CHF Dist Valor: 13035701
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.17%CHF 102.91
Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus A CHF Dist
Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus A CHF Dist Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus A CHF Dist Valor: 13035701
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.17%CHF 102.85
Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus N
Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus N Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus N Valor: 13695340
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Annual Return

-50%0%+50%

Risk level

110
1.17%CHF 114.68
Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus AE CHF Dist
Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus AE CHF Dist Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus AE CHF Dist Valor: 13035700
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.18%CHF 103.16
Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus B CHF Cap
Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus B CHF Cap Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus B CHF Cap Valor: 13035701
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.16%CHF 116.40
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