This launch marks a strategic step that underscores the firm’s long-term commitment to growth and to delivering value to clients through active management and customization.
NEW YORK–(BUSINESS WIRE)–Over the past 10 years, active ETF assets under management have grown at a compound annual growth rate of 39%.1 Vontobel’s entry into the active ETF market enables clients to access its active product offering with the benefits of liquidity, transparency and potential tax efficiency. This new offering complements the firm’s solutions capabilities while staying true to the principles that define its active investment approach.
The Vontobel International Equity Active ETF (NYSE: VNIE), Vontobel’s first active ETF, is expected to trade on May 15, 2025. This newly launched product, an extension of Vontobel’s International Equity strategy, is an actively managed fund that aims to invest in high-quality international companies that our research indicates can grow earnings faster than the market on a sustainable basis. Leveraging a high conviction approach, the fund focuses on companies with strong pricing power and predictable business models.
“Vontobel’s International Equity strategy has delivered a consistent, high-quality approach for nearly 40 years,” said Jared Buell, Head US Intermediary. “The debut of Vontobel’s first active ETF marks an exciting milestone and reflects our commitment to meeting investors’ needs in an evolving investment landscape.”
“We are proud of our robust capabilities in international investing, providing US clients with diversification, which is all the more valuable in times of market volatility,” added David Souccar, Portfolio Manager. “Our distinct approach to quality gives investors exposure to attributes such as pricing power and barriers to entry. These characteristics can potentially lead to compelling earnings that can compound over time and help provide downside management.”
In the past year, Vontobel has expanded its mutual fund offerings to US investors with the launch of the International Equity Fund (VNIIX) and Global Equity Fund (VNGIX), complementing the existing US Equity Fund (VTUIX) and Global Environmental Change Fund (ENVRX). Vontobel has established its global success through differentiated investment expertise, bringing long-term solutions to investors in North America since 1984. The firm continues to strengthen its presence in the region with specialized capabilities in equities, fixed income, private infrastructure and quantitative investments for institutional and intermediary investors.
Vontobel
A global investment house with Swiss roots, we offer investment and advisory solutions to private and institutional clients. Our head office is in Zurich and we are represented in 28 locations worldwide. The shares of Vontobel Holding AG are listed on the SIX Swiss Exchange and are majority-owned by the founding family. The family’s close ties to the company guarantee entrepreneurial independence, and the resulting freedom is also an obligation to fulfill our responsibility to society. As of March 31, 2025, Vontobel held approximately USD 267 billion of assets under management. 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.
- Sources: ISS Market Intelligence Simfund; BCG analysis.
IMPORTANT INFORMATION:
Investing involves risk, including possible loss of principal. As an actively managed fund, the Fund is subject to management risk. If the investments selected and strategies employed by the Fund fail to produce the intended results, the Fund could underperform in comparison to other funds with similar objectives and investment strategies. International investing can be more volatile and have lower overall liquidity than investments in U.S. securities and may lose value because of adverse local, political, social, or economic developments overseas, or due to changes in the exchange rates between foreign currencies and the U.S. dollar. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. There is no assurance that investment objectives will be achieved. Diversification does not assure a profit or protect against loss in declining markets.
Shares of ETFs are bought and sold at market price (closing price) not net asset value (NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns.
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 Fund is managed by Vontobel Asset Management Inc. The Fund is distributed by SEI Investments Distribution Co. (1 Freedom Valley Drive, Oaks, PA 19456). SIDCO is not affiliated with Vontobel Asset Management, Inc. or Vontobel Holding AG.
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Not FDIC Insured |
No Bank Guarantee |
May Lose Value |
Contacts
Catherine Koch, [email protected]
