Vontobel Fund - mtx Emerging Markets Leaders Fund

Sustainable, Responsible &/or ESG Policy:

Objectives and investment policy

This actively managed sub-fund aims to generate long-term capital growth. It promotes environmental and social characteristics within the meaning of Article 8 SFDR. More details can be found in the prospectus.

• It mainly invests in equities and equity-like securities (including transferable securities that are qualified as closed-ended real estate investment trusts, participation certificates). It may invest up to 35% via Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect in China A-Shares.
• The sub-fund mainly invests in securities issued by companies that are based and/or conduct the majority of their business activity in an emerging market and that include environmental or social characteristics in their economic activities. Emerging markets are, among others, countries included in the MSCI Emerging Markets Index. Type of approach: Integrating sustainability criteria is a central pillar in the investment process with the aim of improving the long-term risk-return characteristics of the sub-fund's portfolio and supporting elevated social or environmental practices by the investee companies. The Investment Manager is motivated by the understanding that its investments have the potential to affect society and the environment, and that such investments are affected by society and the environment. The sub-fund invests in issuers that the Investment Manager considers well-prepared to handle financially material environmental and social challenges, while implementing minimum pass scores as well as sectoral and norms based exclusions. It also follows commitments related to carbon emissions. Threshold: The sub-fund invests at least 15% 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.
• Up to 33% of the Sub-Fund's assets may be invested outside the aforementioned investment universe in other securities, other instruments, other asset classes, countries, regions, money market instruments and bank deposits to achieve the in-vestment objective and/or for liquidity management. It may also hold up to 20% of its net assets in bank deposits at sight.

(Source: KID, as at  December 2025)

SDR Labelling:

Not eligible to use label (out of scope)