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Vontobel Equity Indices

Vontobel Fund Global Equity is an open ended equity mutual fund launched by Vontobel Asset Management S.A.  The fund invests in the public equity markets across the globe. It invests in stocks of companies operating across diversified sectors and employs fundamental analysis with a bottom up approach to create it’s portfolio. The fund benchmarks the performance of its portfolios against the MSCI World Index TR net and offers access to small and mid-sized Swiss enterprises (SMEs). The investment focus is on small and mid caps. Top-down views on market capitalization, sectors or investment style do not play a role in investment decisions. The fund has a long-term investment horizon.

Key Features and Coverage on RIMES

For this data source, RIMES hosts the Vontobel Small Cap TR Index and approximately 140 companies.

Some of the data items available from this source include:

  • Company Items – Date of Portfolio, ISIN Code, Shares Outstanding
  • Index Items – Gross Index, Gross Index in Swiss Francs, Last Price Date

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