Vontobel Fund - Global Environmental Change N CHF Cap

Medalist Rating as of | See Vontobel Investment Hub
  • NAV / 1-Day Return 202.45  /  −0.10 %
  • Total Assets 2.0B
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.140%
  • Distribution Fee Level Below Average
  • Share Class Type —
  • Category Sector Equity Ecology
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover −39%

CHF | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 10:19 AM GMT+0

Morningstar’s Analysis

Will Vontobel Global Envir Change N CHF outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

A proven ecology strategy.

Senior Analyst Ronald van Genderen

Ronald van Genderen

Senior Analyst

Summary

This strategy remains in capable hands, led by a long-tenured and highly experienced manager and supported by a well-resourced team, earning an Above Average People Pillar rating. The approach is well-established and consistently applied, backed by deep thematic expertise in environmental markets. Following the April 2026 update to Morningstar’s Medalist Rating methodology, the strategy’s ability to deliver outperformance is now assessed relative to ecology peers rather than a broad global equity benchmark, supporting an upgrade of the Process Pillar rating to Above Average from Average.

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Portfolio Holdings

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Applied Materials Inc

3.52 85M
Technology

ASML Holding NV

3.21 78M
Technology

Marvell Technology Inc

3.18 77M
Technology

Prysmian SpA

2.98 72M
Industrials

Iberdrola SA

2.90 70M
Utilities

Linde PLC

2.73 66M
Basic Materials

Contemporary Amperex Technology Co Ltd Class A

2.28 55M
Industrials

Waste Management Inc

2.28 55M
Industrials

NextEra Energy Inc

2.14 52M
Utilities

Weyerhaeuser Co

2.10 51M
Real Estate

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