Vontobel Asset Management expands ESG product range with a global equity fund

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To meet the growing demand from investors with ethical considerations, Vontobel Asset Management’s Quality Growth Boutique has introduced the Vontobel Fund – Global Equity X.

The fund closely follows the boutique’s long-established Global Equity Strategy, but excludes investments in companies engaged in the manufacture of tobacco products, fossil fuel extraction, controversial weapons and adult entertainment. The new fund enables investors, who have investment guidelines driven by regulation and ethical preferences, to benefit from an existing strategy with a time-tested track record. 

“As long-term investors for almost 30 years, we see the important interdependent links between sustainable businesses and the economy, society and the environment,” said Sudhir Roc-Sennett, Head of Thought Leadership & ESG at the boutique. “We designed this fund to provide an option better suited for clients requesting an exclusionary ethical stance paired with our solid ESG approach.”

The Quality Growth boutique has consistently followed its investment philosophy of seeking to invest in stable and sustainable growth businesses, with less sensitivity to economic cycles than the market, and views ESG strengths as vital components of a company’s long-term potential. The Vontobel Fund – Global Equity, from which the new fund is derived, has an MSCI ESG Rating of A. 

“The Quality Growth investment philosophy fits perfectly in the field of sustainable investments,” said Chief Investment Officer Matthew Benkendorf. “Given our focus on the importance of sustainability and predictable long-term earnings growth of our holdings, we are already fishing in a ‘cleaner pond.’ The Global Equity X fund follows the same investment approach as our 25-year-old Global Equity Strategy, which includes ESG and deep dive research within the process, and is constructed by the same team.” Since the 1990s, Vontobel Asset Management has continuously expanded its sustainable investing activities and plays a leading role in this area with 28 billion Swiss francs in assets under management in sustainable investments as of June 30, 2019, positioning Vontobel as the third-largest Swiss manager of sustainable assets. The company’s multi-boutique approach allows Vontobel Asset Management to offer various sustainable portfolios in the areas of equity, fixed income and multi asset, each with different investment approaches and processes. 

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Vontobel Asset Management
Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading-edge solutions for both institutional and private clients. Our commitment to active management empowers us to invest on the basis of our convictions. We deliver value through our diverse and highly specialized teams. Employing over 400 professionals worldwide – including 170 investment specialists – we operate across 13 locations including Switzerland, Europe and the US and create strategies and solutions covering equities, fixed income, multi-asset and alternative investments. The goal of achieving excellent and repeatable performance has been fundamental to our approach since 1988. A strong and stable shareholder structure guarantees our entrepreneurial independence and protects the long-term mindset that guides our decision-making. 

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In particular, we wish to draw your attention to the following risks: Investments in the securities of emerging-market countries may exhibit considerable price volatility and – in addition to the unpredictable social, political and economic environment – may also be subject to general operating and regulatory conditions that differ from the standards commonly found in industrialized countries. The currencies of emerging-market countries may exhibit wider fluctuations.  Investment universe may involve investments in countries where the local stock exchanges may not yet qualify as recognized stock exchanges. There is no guarantee that all sustainability criteria will always be met for every investment. Negative impact on subfund’s performance possible due to pursuing sustainable economic activity rather than a conventional investment policy. 

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