Vontobel Fund (CH)-Ethos Eq Swiss Mid & Small A
- ISIN
- CH0023568022
- Provider
- Vontobel Fund Services Ltd
- Close Price
- CHF 551.26 *
- Lipper Rating
- ESG Score
* Data as of 10 September 2026
Performance
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| Total | p.a. | |
|---|---|---|
| YTD | +4.06% | — |
| 1 Year | +6.99% | +6.99% |
| 3 Years | +23.15% | +7.18% |
| 5 Years | +1.70% | +0.34% |
| 10 Years | +96.17% | +6.96% |
Past performance is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise.
Key Facts
| Asset Class | Equity |
| Holdings Classification | Equity Switzerland Mid-Cap Growth |
| Geographical Focus | Switzerland |
| Fund Size | CHF 1,282,609,256 |
| Total Expense Ratio | 0.81% |
| Currency | CHF |
| Domicile | CH |
| Managementstyle | Active |
Country Exposure
Switzerland
100.0%
Description
The fund’s objective is to invest in shares of Swiss mid and small caps by favouring sustainability sector leaders. Vontobel Asset Management uses a framework co-developed with Ethos and ap-plies a quantitative approach to portfolio construction. The fund exercises shareholder voting rights in line ...