Vontobel Asset Management sets its sights on the Swiss retirement market with a new product initiative

 

Vontobel Asset Management is launching two actively managed retirement solutions under the Vontobel brand for the first time and therefore entering the Swiss private pension provision business. The launch of the funds illustrates Vontobel Asset Management's commitment to the investment fund business in Switzerland.

 

The newly launched Vontobel Fund (CH) - Pension Invest Yield and Vontobel Fund (CH) - Pension Invest Balanced funds are aimed at investors with a different risk/return profile who wish to grow and protect their wealth within the scope of restricted pension assets. The funds invest globally in a balanced portfolio of equities, bonds and money market investments and combine the goals of capital preservation and capital growth with ethical, ecological and social aspects. Vontobel Asset Management has a solid track record and has already been managing investment solutions for pensioners since 1998. The team currently manages CHF 14 billion of assets in this segment.

 

“Investors nowadays receive hardly an adequate compensation for the risks they take and many funds do not provide them with any added value. The funds we manage under our Pension Invest strategy have a proven track record.” says Alan Zlatar, Head of Multi-Asset Class Investments.

 

The Pension Invest funds meet the requirements pursuant to the Ordinance on Occupational, Old-age, Retirement, Survivors' and Disability Insurance (BVV2) and are therefore suitable as an investment in restricted pension assets (vested benefits and "Pillar 3" in Switzerland).

Vontobel Fund - Pension Invest Yield (CHF)

Fund domicile:	Switzerland
Fund currency:	CHF
Portfolio managers:	Alan Zlatar/Andreas Bentzen, CFA
Management Fee in % p.a.:	NV (retail/institutional, no retrocessions): 0.50% BV (institutional, retrocessions): 1.20%
Share classes:		ISIN
	NV:	CH0281016656
	BV:	CH0281016938

Vontobel Fund - Pension Invest Balanced (CHF)

Fund domicile:	Switzerland
Fund currency:	CHF
Portfolio managers:	Alan Zlatar/Andreas Bentzen, CFA
Management fee in % p.a.:	NV (retail/institutional, no retrocessions): 0.50% BV (institutional, retrocessions): 1.30%
Share classes:		ISIN
	NV:	CH0281018538
	BV:	CH0281018728

 

 

 

Contact

Media Relations:	Rebeca Garcia	+41 (0)58 283 76 69
Investor Relations:	Michel Roserens	+41 (0)58 283 76 97

 

 

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 investment funds under Swiss law should in any event be made solely on the basis of the current offering prospectus, respectively the fund contract, the most recent annual and semi-annual reports, the key investor information 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 prospectus. Interested parties may obtain the abovementioned documents free of charge from the management company Vontobel Fonds Services AG, Gotthardstrasse 43, 8022 Zurich, or the paying agent Bank Vontobel AG, Gotthardstrasse 43, 8022 Zurich. They may also download these documents from our website at vontobel.com/am. 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.