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Vontobel Fund (CH)-Ethos Eq Swiss Mid & Small A

Ranked 23 out of 45 in - Switzerland Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Nils Wimmersberger

Nils Wimmersberger is a portfolio manager at Vontobel Asset Management. He joined the company in 2004 and since 2010 has been managing the Vontobel`s equity funds and institutional mandates. He uses an active investment style with bottom-up approach. Wimmersberger is based in Zurich and studied economics and finance at the University of Zurich. Away of work he enjoys tennis, soccer, skiing and the cinema.

Objective

The fund's objective is to invest in shares of Swiss mid and small caps by favouring sustainability sector leaders.

Performance

Switzerland Small & Medium Companies over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.9% 8.0% 3.4%
2016 10.9% 1.1% 1.0% 8.0% 0.6%
2015 11.6% 4.6% -4.8% -1.1% 13.3%
2014 11.6% 6.2% 1.7% 0.6% 2.8%
2013 29.9% 11.0% -0.9% 8.8% 8.5%
2012 19.0% 10.7% -3.5% 5.8% 5.3%
2011 -23.8% -0.5% -6.6% -20.8% 3.6%
2010 20.2% 9.0% -7.6% 7.3% 11.1%
2009 33.9% -7.8% 22.7% 17.7% 0.5%
2008 -45.0% -14.8% -0.7% -10.7% -27.2%
2007 14.9% 11.8% 10.5% -6.9% 0.0%
2006 48.3% 15.7% -3.7% 13.1% 17.7%
2005 34.0% 8.7% 5.3% 15.8% 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date10/12/2004
  • Share Class size488Mn
  • Base currencyCHF
  • ISIN CH0023568022

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.70%

Related News

Robeco loses ESG expert to Swiss sustainable pension fund group

Matthias Narr will be overseeing the Ethos Engagement Pool International, which was launched by Swiss pension funds and Ethos a few months ago.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).