Vontobel Fund (CH) - Swiss Equity Multi Factor A CHF Dist
Fund
ISIN CH0311188863 / Valor 31118886
NAV (2025-11-14)
CHF 195.29-1.49%
Vontobel Fund (CH) - Swiss Equity Multi Factor A CHF Dist
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The Vontobel Fund (CH) Swiss Equity MF aims for long-term capital growth by primarily investing in Swiss stocks and similar equity securities. It employs a systematic investment strategy that focuses on key factors such as value, quality, momentum, size, and risk, which are major contributors to equity market returns. The fund’s portfolio is designed to capture these factors, allowing the manager to use derivatives for hedging and efficient management within predefined guidelines. This approach ensures a diversified and factor-driven investment portfolio tailored to achieve sustained growth over time.
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Tags:
equitiesmsci worldsystematic factors
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OTHER SHARE CLASSES OF THIS FUND
Vontobel Fund (CH) - Swiss Equity Multi Factor AI
Vontobel Fund (CH) - Swiss Equity Multi Factor AI
Vontobel Fund (CH) - Swiss Equity Multi Factor AI
Valor: 31118958
Annual Return
-50%0%+50%
Risk level
110
-1.49%CHF 133.18
Vontobel Fund (CH) - Swiss Equity Multi Factor AN CHF Dist
Vontobel Fund (CH) - Swiss Equity Multi Factor AN CHF Dist
Vontobel Fund (CH) - Swiss Equity Multi Factor AN CHF Dist
Valor: 38168262
Annual Return
-50%0%+50%
Risk level
110
-1.49%CHF 148.30
Vontobel Fund (CH) - Swiss Equity Multi Factor S CHF Dist
Vontobel Fund (CH) - Swiss Equity Multi Factor S CHF Dist
Vontobel Fund (CH) - Swiss Equity Multi Factor S CHF Dist
Valor: 31118955