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Vontobel Fund (ch) - Sustainable Swiss Dividend A (0P00000CD6)
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21/11 - Closed. Currency in CHF
- Morningstar Rating:
- Total Assets: 237.8M
Type:
Fund
Market:
Switzerland
Issuer:
Vontobel Fonds Services AG
ISIN:
CH0002795703
Asset Class:
Equity
Vontobel Swiss Dividend A
631.180
+1.860
+0.30%
- Overview
- Profile
- Historical Data
- Holdings
0P00000CD6 Overview
On this page you'll find an in-depth profile of Vontobel Fund (ch) - Sustainable Swiss Dividend A. Learn about the key management, total assets, investment strategy and contact information of 0P00000CD6 among other information.
Investment Strategy
The fund aims to outperform the average return on listed Swiss equities using careful stock selection. This fund invests in predominantly in equities and other equity-type securities and rights issued by companies which are domiciled in or which carry out the bulk of their business activities in Switzerland, or which as holding companies primarily hold investments in companies domiciled in Switzerland, and in other investments permitted under the fund contract.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Anca Rafaisz | - | 2021 | Now |
| Marc Hänni | - | 2014 | Now |
| Nils Wimmersberger | - | 2018 | 2021 |
| Hans Speich | CIO | 2014 | 2018 |
| Biography | CIO Asset Allocation / Balanced "Education: University of Zurich: Business economics, Chartered Financial Analyst (CFA). Hans Speich joined Julius Baer Asset Management, Zurich, in 2000 as Head of the Balanced Team. Since 2004 he is CIO Asset Allocation / Balanced and responsible for formulating the investment policy of Julius Baer Asset Management. He also personally manages key client portfolios. Previous experience includes 16 years at UBS working in various positions in institutional asset management, fund management and research, taking over responsibility for all UBS's actively managed equity investments in Switzerland; further as Portfolio Manager for the UBS Swiss Equity Fund (formerly FONSA)." | ||
| Nils Wimmersberger | - | 2013 | 2013 |
| Dejan Srejic | - | 2011 | 2013 |
| Biography | Mr. Srejic recently assumed the role as a Senior Portfolio Adviser. Mr. Srejic was hired in January 2008 as Senior Portfolio Analyst and is Head of Portfolio Analyst Team. Prior to this, Dejan held the position of Swiss equity fund manager at a private bank, and helped launch and manage a global equity fund with a Swiss fund management company in Zurich. Before this he was responsible for European and Asian equity portfolios at an insurance company in Basle. Previously, he has worked as an equity fund manager for over 17 years. During this time, he gathered his knowledge and professional experience in independent management of equity funds and portfolios in Switzerland as well as abroad. As one of the major positions during his professional career, he was appointed equity fund manager for Global equities within a Swiss Bank's subsidiary in London. Mr. Srejic graduated Executive Master Corporate Finance with the thesis “The Value of a Brand” at the University of Applied Sciences Northwestern Switzerland, Aargau. He also holds a Bachelor of Business Administration (Major in International Finance) from the SBS Swiss Business School, Zurich and is CEFA. | ||
| Thomas Buri | Head | 2003 | 2011 |
| Biography | Thomas Buri, Head of Swiss Equities (Large and Mid-Small Caps) joined Pictet & Cie in June of 1996 as a portfolio manager for institutional clients. In January 2001, Thomas was appointed Head of the Swiss Equity Team of Pictet Asset Management. Thomas received a degree in Economics from the High School for Economics and Business Administration (Economist SEBA) in Zurich. Thomas received CFA certification in 1998. | ||
| Patrik Frei | - | 1990 | 2003 |
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