Media releases and news

Vontobel Asset Management: Rajiv Jain named "Global Equity Fund Manager of the Year" by Morningstar in Europe

Media release

Published on 08.09.2017


Rajiv Jain, Head of Portfolio Management at Vontobel Asset Management, Inc. (“VAMUS”), has won this year's prestigious Morningstar "Global Equity Fund Manager of the Year" award. This award acknowledges managers who not only delivered impressive 2012 performance, but also have been able to produce excellent long-term risk-adjusted returns, and have been good stewards of fund shareholders’ capital.


During the last 18 years, Rajiv Jain has developed a consistent and repeatable bottom-up investment process focused to identify companies with compelling business models, strong franchises and predictable superior earnings growth and solid balance sheets. Rajiv manages his portfolios regardless of market trends and with the willingness to hold portfolios that look very different from the benchmark.


"Our high-conviction, lower-risk approach is key to our investment philosophy, and Vontobel provides the support for a disciplined atmosphere focused on long-term investment objectives", Rajiv Jain said.


Axel Schwarzer, Head of Asset Management, said: "We are pleased that Rajiv has been awarded with this prestigious Morningstar Award and are proud to have such an excellent and reputable portfolio manager in our ranks."


Rajiv Jain received the Morningstar award for the performance achieved by the Vontobel Fund – Global Value Equity and the Vontobel Fund – Emerging Markets Equity, both are top performing funds within their respective peer groups. Earlier this year, Rajiv was also named "International-Stock Fund Manager of the Year" by Morningstar in the US.


Net Outperformance vs. Benchmark
As of 31.12.2012 
1 year  3 years p.a.  5 Years p.a.  10 Years p.a. 
Vontobel Fund - Global Value Equity
(MSCI-AC World TR Net, to 31.12.2010 MSCI World Index TR Net)
Inception date: Jul. 2005
Currency: USD
ISIN (I share class): LU0278093595        
2.56%  6.69%  3.02%  n/a  
Vontobel Fund - Emerging Markets Equity*
(MSCI-Emerging Markets TR Net)
Inception date: Nov. 1992
Currency: USD
ISIN (I share class): LU0278093082             
2.15%   10.44%  5.21%   4.20% 


*Operationally closed for new investors as of January 31st 2013
Source: Bank Vontobel AG. For institutional investors only. The above information is for illustration purposes only. Past performance is not a guide to current or future performance. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Performance data does not take account of commission or costs charged when units are issued or redeemed. A comprehensive list of risk factors appears in each fund offering document.


Calculation of the performance figures is based on the Fund's B share class with a 50% reduction in the management fee vs. benchmark. An institutional share class (I) is available for qualified institutional investors. The I share class has a 50% reduced management fee compared to the B share class. The I share classes were launched subsequently to the B share class.



Media Relations: Reto Giudicetti  +41 (0)58 283 61 63 
Investor Relations:  Susanne Borer  +41 (0)58 283 73 29 


Important legal information
This document is for information purposes only and does not constitute an offer to subscribe for shares of the Fund. Subscriptions of the Vontobel Fund, an investment fund under Luxembourg law (SICAV), should in any event be made solely on the basis of the current offering prospectus, the Key Investor Information Document (KIID), the articles of incorporation and the most recent annual or semi-annual report (for Italy also the "Modulo di Sottoscrizione") and after seeking the advice of an independent finance, legal, accounting and tax specialist. For more details regarding the potential risks of this Fund, please refer to the current full prospectus. Interested parties may obtain the above-mentioned documents, as well as the list of changes in portfolio during the year and the list of benchmarks free of charge from the representative in Switzerland: Vontobel Fonds Services AG, Gotthardstrasse 43, 8022 Zurich, the paying agent in Switzerland: Bank Vontobel AG, Gotthardstrasse 43, 8022 Zurich, the paying agent in Austria Bank Vontobel Österreich AG, Rathausplatz 4, 5020 Salzburg, the paying agent in Germany: B. Metzler seel. Sohn & Co. KGaA, Grosse Gallusstrasse 18, 60311 Frankfurt/Main, from the authorized distribution agencies and from the offices of the fund at 69, route d’Esch, L-1470 Luxembourg. They may also download these documents from our website at
The Fund and its subfunds are included in the register of Netherland's Authority for the Financial Markets as mentioned in article 1:107 of the Financial Markets Supervision Act (Wet op het financiële toezicht). In Spain, funds authorized for distribution are recorded in the register of foreign collective investment companies maintained by the Spanish CNMV (under number 280). The funds authorized for distribution in the United Kingdom can be viewed in the FSA register under the Scheme Reference Number 466625.
Past performance is not a reliable indicator of current or future performance. Performance data take no account of the commissions and costs charged when units are issued and redeemed. The return of the Fund may go down as well as up due to changes in rates of exchange between currencies.