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Vontobel Fund II - mtx Emerging Markets Sustainability Champions Fund

SRI Style:

Limited Tilt or Exclusions

SDR Labelling:

Not eligible to use label (out of scope)

Product:

SICAV/Overseas

Fund Region:

Emerging Markets

Fund Asset Type:

Equity

Launch Date:

11/02/2020

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£30.99m

(as at: 30/11/2025)

ISIN:

LU2227302952, LU2581737322

Sustainable, Responsible
&/or ESG Overview:

Fund manager declined to supply information 

Primary fund last amended:


Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

Objectives and investment policy

This actively managed sub-fund aims to generate long-term capital growth in USD and has a sustainable investment objective within the meaning of Article 9 SFDR. More details can be found in the prospectus.

  • The Sub-Fund invests at least 80% of its net assets in equities, equity-like transferable securities, including depositary receipts, real estate equities and qualifying REITs issued by or for market-leading companies as described above. Emerging markets are, among others, countries included in the MSCI Emerging Markets Index. It may invest up to 35% of its assets via Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect in China A Shares.
  • Type of approach: The Sub-Fund invest in securities that contribute towards the United Nations Sustainable Development Goals (UN SDGs). It invests in emerging market securities which the Investment Manager identifies as Sustainability Champions. Sustainability Champions are companies that: (i) contribute significantly to at least one of the UN SDGs as evaluated by the Investment Manager using its proprietary UN SDG evaluation framework; and (ii) pass a detailed evaluation of their environment, social and governance (ESG) operational performance using the Investment Manager's proprietary ESG framework; and (iii) comply with the extensive exclusion criteria that the Investment Manager has set to avoid investments in certain economic activities that are harmful to society
    and environment. Threshold: The Sub-Fund invests at least 80% of its net assets in sustainable investments. Main methodological limits: Deficient ESG third-party data and internal analyses may result in inaccurate assessments of securities or issuers. Also, relevant ESG criteria may not be applied correctly and there may be indirect investment exposure to issuers who do not meet the relevant criteria.
  • It may also hold up to 20% of its net assets in bank deposits at sight.
  • The sub-fund may use derivatives for hedging purposes. 
  • The sub-fund is managed with reference to a benchmark. The portfolio manager has full investment discretion within the predefined investment limits.

(Source: KIID, as at December 2025)

SDR Labelling:

Not eligible to use label (out of scope)

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Fund Name SRI Style SDR Labelling Product Region Asset Type Launch Date Last Amended

Vontobel Fund II - mtx Emerging Markets Sustainability Champions Fund

 Limited Tilt or Exclusions Not eligible to use label (out of scope) SICAV/Overseas Emerging Markets Equity 11/02/2020

Fund/Portfolio Size: £30.99m

(as at: 30/11/2025)

ISIN: LU2227302952, LU2581737322

Sustainable, Responsible &/or ESG Overview

Fund manager declined to supply information 

Information received directly from Fund Manager
Please select what you would like to read:

Sustainable, Responsible &/or ESG Policy:

Objectives and investment policy

This actively managed sub-fund aims to generate long-term capital growth in USD and has a sustainable investment objective within the meaning of Article 9 SFDR. More details can be found in the prospectus.

  • The Sub-Fund invests at least 80% of its net assets in equities, equity-like transferable securities, including depositary receipts, real estate equities and qualifying REITs issued by or for market-leading companies as described above. Emerging markets are, among others, countries included in the MSCI Emerging Markets Index. It may invest up to 35% of its assets via Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect in China A Shares.
  • Type of approach: The Sub-Fund invest in securities that contribute towards the United Nations Sustainable Development Goals (UN SDGs). It invests in emerging market securities which the Investment Manager identifies as Sustainability Champions. Sustainability Champions are companies that: (i) contribute significantly to at least one of the UN SDGs as evaluated by the Investment Manager using its proprietary UN SDG evaluation framework; and (ii) pass a detailed evaluation of their environment, social and governance (ESG) operational performance using the Investment Manager's proprietary ESG framework; and (iii) comply with the extensive exclusion criteria that the Investment Manager has set to avoid investments in certain economic activities that are harmful to society
    and environment. Threshold: The Sub-Fund invests at least 80% of its net assets in sustainable investments. Main methodological limits: Deficient ESG third-party data and internal analyses may result in inaccurate assessments of securities or issuers. Also, relevant ESG criteria may not be applied correctly and there may be indirect investment exposure to issuers who do not meet the relevant criteria.
  • It may also hold up to 20% of its net assets in bank deposits at sight.
  • The sub-fund may use derivatives for hedging purposes. 
  • The sub-fund is managed with reference to a benchmark. The portfolio manager has full investment discretion within the predefined investment limits.

(Source: KIID, as at December 2025)

SDR Labelling:

Not eligible to use label (out of scope)