Vontobel Launches Global Equity Fund
05 Agosto 2024 - 1:03PM
Business Wire
The Vontobel Global Equity Fund (VNGIX) builds upon
Vontobel’s mutual fund suite and supports the firm’s dedication to
growth and expanded distribution efforts in the US market.
The Vontobel Global Equity Fund (VNGIX) is an actively managed
fund investing in companies in both developed and emerging markets.
Consistent with the firm’s Quality Growth investment philosophy,
the fund seeks to invest long-term in companies with stable,
predictable and sustainable earnings growth.
“As high-conviction, active investors, our objective is to
identify top companies worldwide. Given the current economic
climate of persistent inflation and a heightened sensitivity to
interest rate signals, we focus on businesses that exhibit high and
steady profitability, resilient business models, and strong
structural growth potential," said Ramiz Chelat, Portfolio
Manager.
“Our priority is to help clients achieve their financial goals.
We challenge conventional wisdom, unmerited champions and
complacent assumptions,” added Matthew Benkendorf, Chief
Investment Officer of Vontobel’s Quality Growth team. “We
deploy strict discipline and rigor with the aim to discover genuine
quality and deliver enduring returns with lower risk for our
clients. With the launch of this Global Equity Fund, we are
expanding access to our team’s established investment strategy at
industry-competitive fees.”
The new fund builds upon Vontobel’s recent launch of its
International Equity Fund (VNIIX), further bolstering the firm’s
mutual fund suite and direct distribution to US investors.
Vontobel’s mutual funds are based on investment strategies with
established track records that can be accessed through additional
investment vehicles, such as Collective Investment Trusts and
Separately Managed Accounts.
Vontobel
Vontobel is 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 world-wide.
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 June 30, 2024, Vontobel held USD 251.3
billion of total client assets. 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.
Vontobel Asset Management, Inc. (“VAMUS”) is registered with the
U.S. Securities and Exchange Commission as an investment adviser
under the Investment Advisers Act of 1940, as amended, in the USA.
Registration as an Investment Advisor with the U.S. Securities and
Exchange Commission does not imply a certain level of skill or
expertise. VAMUS is a wholly owned subsidiary of Vontobel Holding
AG.
IMPORTANT INFORMATION: This document is for information
purposes only; is not intended to be investment advice; and does
not constitute an offer, solicitation, or recommendation of any
kind. The services described in the document are supplied under the
agreement signed with the service recipient. The nature, scope and
prices of services and products may vary from one country to
another and may change without notice at any time. Certain services
and products are not available worldwide or from all companies of
Vontobel. In addition, they may be subject to legal restrictions in
certain countries.
There are risks involved with investing, including possible loss
of principal. There is no assurance that the investment objective
of any fund will be achieved. The Fund is subject to price
volatility over short or extended periods of time. International
investments may involve risk of capital loss from unfavorable
fluctuation in currency values, from differences in generally
accepted accounting principles or from social, economic or
political instability in other nations. Emerging markets involve
heightened risks related to the same factors as well as increased
volatility and lower trading volume. As an actively managed fund,
the Fund is subject to management risk.
Carefully consider the fund(s’) investment objectives, risks,
charges, and expenses before investing. This and other information
can be found in the fund(s’) prospectus, and if available, the
summary prospectus, which can be obtained by calling 877-734-6278
or by visiting
am.vontobel.com/en/strategies/mutual-funds. Please read
the prospectus, and if available, the summary prospectus, carefully
before investing.
The Funds are managed by Vontobel Asset Management Inc. The
Fund(s) are distributed by SEI Investments Distribution Co. Freedom
Valley Drive, Oaks, PA 19456). SIDCO is affiliated with Vontobel
Asset Management, Inc. or Vontobel Holding AG.
Not FDIC Insured
No Bank Guarantee
May Lose Value
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version on businesswire.com: https://www.businesswire.com/news/home/20240801761010/en/
Catherine Koch, catherine.koch@vontobel.com