Vontobel launches Swiss equities fund with strong client backing

Launching with significant client commitment, the new fund offers investors broad-based access to a high-income Swiss equity strategy by combining Vontobel Swiss dividend and covered call concepts.

 

The Vontobel Fund (CH) - Sustainable Swiss Equity Income Plus is an actively managed, diversified, and sustainable solution, offering strong income potential by investing in high-quality Swiss dividend stocks in combination with a covered call option overlay. The Fund’s investment objective is to deliver relative outperformance in negative, stable, and rising market phases whilst offering a recurring distribution yield of around 7-8 percent per annum from dividends and tax-free capital gains.

Vontobel has been managing Swiss equities since 1992, and the product, which complements the firm’s suite of all-cap and mid- and small-cap funds, has already attracted strong interest from investors and global banks, including UBS. It will be co-managed by investment veteran Marc Hänni, Vontobel’s Head of Swiss Equities, and Robert Borenich, an experienced portfolio manager from Vontobel’s Quantitative Investments team.

Vontobel
We are an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients. Headquartered in Zurich, Switzerland, we are present across 28 locations worldwide. Vontobel Holding AG shares are listed on the SIX Swiss Exchange and majority owned by the founding family. The family’s close ties to the company guarantee entrepreneurial independence, and the resulting freedom creates an obligation to assume social responsibility. As of March 31, 2024, Vontobel held CHF 223.7 billion assets under management. With our investment-led approach that focuses exclusively on the buy-side of financial markets, we think and act purely from the client’s perspective – as an investor for investors.

This includes continually rethinking how to empower investors – something we have engaged in for over 100 years. Harnessing the power of technology allows us to deploy our investment expertise across multiple platforms and ecosystems, while aiming to offer an individualized and high-quality client experience. Our conviction that successful investing begins with the assumption of personal responsibility means we focus on empowering employees to unlock their potential, take ownership of their work, and bring opportunities to life. We continuously scrutinize our achievements as we strive to exceed the expectations of our clients. 

 

Important legal information
The present information does not constitute an offer, solicitation or recommendation to buy or sell shares of the fund/fund units or any investment instruments, to effect any transactions or to conclude any legal act of any kind whatsoever. Subscriptions of shares of the fund should in any event be made solely on the basis of the fund’s current sales prospectus (the “Sales Prospectus”), the Key (Investor) Information Document (“K(I)ID”), its articles of incorporation and the most recent annual and semi-annual report of the fund and after seeking the advice of an independent finance, legal, accounting and tax specialist.