Vontobel Fund (CH) - Swiss Equity Multi Factor - S - CHF header image

Vontobel Fund (CH) - Swiss Equity Multi Factor - S - CHF

Fund

ISIN CH0311189556 / Valor 31118955

NAV (2025-02-13)
CHF 202.22+0.75%

Vontobel Fund (CH) - Swiss Equity Multi Factor - S - CHF
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General Objective

This equity fund aims to increase capital in the long term, while considering risk diversification.

Fund Exposure

The fund invests mainly in Swiss equities and tactically adjusts the weights of positions based on factor premia such as Value, Momentum, Quality, and Minimum Volatility.

Risks

Risks associated with this fund include limited participation in the potential of single securities, currency fluctuations in foreign investments, and the uncertainty of recovering the invested capital. Additionally, derivatives, commodity investments, and money market investments pose risks related to liquidity, volatility, and economic instability.

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Source

https://am.vontobel.com/de/view/CH0311189556/vontobel-fund-ch-swiss-equity-multi-factor

Tags:
equities msci world systematic factors

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OTHER SHARE CLASSES OF THIS FUND

Vontobel Fund (CH) - Swiss Equity Multi Factor - A - CHF
Vontobel Fund (CH) - Swiss Equity Multi Factor - A - CHF Vontobel Fund (CH) - Swiss Equity Multi Factor - A - CHF Valor: 31118886
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Annual Return

-50%0%+50%

Risk level

110
0.74%CHF 192.12
Vontobel Fund (CH) - Vescore Swiss Equity Multi Factor - AI - CHF
Vontobel Fund (CH) - Vescore Swiss Equity Multi Factor - AI - CHF Vontobel Fund (CH) - Vescore Swiss Equity Multi Factor - AI - CHF Valor: 31118958
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Annual Return

-50%0%+50%

Risk level

110
0.75%CHF 131.14
Vontobel Fund (CH) - Swiss Equity Multi Factor - AN - CHF
Vontobel Fund (CH) - Swiss Equity Multi Factor - AN - CHF Vontobel Fund (CH) - Swiss Equity Multi Factor - AN - CHF Valor: 38168262
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Annual Return

-50%0%+50%

Risk level

110
0.75%CHF 145.91