The investment funds proposed by Ethos follow an approach that:

  • Favours a long-term investment horizon and partnership with companies.

  • Applies exclusion criteria to screen out companies active in sensitive sectors: weapons, nuclear energy, tobacco, gambling, pornography, genetically modified organisms in agrochemicals. Furthermore, companies exposed to serious controversies are also excluded from the investment universe.

  • Integrates environmental, social and governance (ESG) criteria in company evaluations, as a complement to the classic analysis. In addition to the exclusions, an in-depth analysis is performed to evaluate companies according to criterias specific to their industry and the type of investment. This analysis represents the foundation for "best-in-class" ratings. Ethos only selects companies with an ESG rating above average as part of its investment universe.

  • Exercises shareholder voting rights in line with the Ethos Proxy Voting Guidelines, based on corporate governance best practice and sustainable development principles.

  • Engages in a regular dialogue with companies in order to foster their awareness of corporate governance best practice and sustainable development requirements.

Equity funds

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Vontobel Fund (CH) - Ethos Equities Swiss Mid&Small - A

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Performance
Publications
  • Active management, segment Mid & Small cap Switzerland
  • Extra financial analysis: Ethos, best in class ratings ESG approach
  • Financial analysis: Vontobel, fundamental analysis, bottom up
  • Systematic exercise of shareholder voting rights, in line with Ethos' proxy voting guidelines
  • Dialogue and engagement with management of companies included in the fund

Part A: Open to all investors.

Past performance is no guarantee of future performance.

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    Ethos - Equities CH indexed Corporate Governance - E

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    Performance
    Publications
    • Indexed on the Swiss Performance Index (until 27.01.2017) and the Ethos Swiss Corporate Governance Index (since 30.01.2017)
    • Extra financial analysis: Ethos, normative and sectorial exclusions normatives
    • Financial analysis: Pictet Asset Management, quantitative analysis

    Past performance is no guarantee of future performance.

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      Ethos - Equities Sustainable World ex CH - E

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      Performance
      Publications
      • Active management, international shares (ex Switzerland)
      • Extra financial analysis: Ethos, best in class approach (ratings ESG & Carbon intensity)
      • Financial analysis: Pictet Asset Management, quantitative analysis
      • Systematic exercise of shareholder voting rights, in line with Ethos' proxy voting guidelines

      Past performance is no guarantee of future performance.

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        Pictet-Ethos CH - Swiss Sustainable Equities - E dy

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        Performance
        Publications
        • Active management, swiss shares
        • Extra financial analysis: Ethos, best in class ratings ESG approach
        • Financial analysis: Pictet Asset Management, quantitative analysis
        • Systematic exercise of shareholder voting rights, in line with Ethos' proxy voting guidelines
        • Dialogue and engagement with management of companies included in the fund

        Part E: Reserved for qualified investors who provide their identity to Pictet & Cie and Ethos.

        Past performance is no guarantee of future performance.

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          Pictet-Ethos CH - Swiss Sustainable Equities - I dy

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          Performance
          Publications
          • Active management, swiss shares
          • Extra financial analysis: Ethos, best in class ratings ESG approach
          • Financial analysis: Pictet Asset Management, quantitative analysis
          • Systematic exercise of shareholder voting rights, in line with Ethos' proxy voting guidelines
          • Dialogue and engagement with management of companies included in the fund

          Part I: Reserved for qualified investors or for investors investing amounts above CHF 1 million.

          Past performance is no guarantee of future performance.

            Bond funds

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            Ethos - Bonds CHF - E

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            Performance
            Publications
            • Active management, bonds in Swiss Francs
            • Interest rate risk in line with the market
            • Extra financial analysis: Ethos, best in class ratings ESG approach
            • Financial analysis: Pictet Asset Management, quantitative analysis

            Past performance is no guarantee of future performance.

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              Ethos - Bonds International - E

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              Performance
              Publications
              • Active management, international bonds (ex Switzerland)
              • Index: Bloomberg Fiscal Strength Global Treasury ex CH, ex Russia, ex Malaysia CHF Unhedged (since 27.09.2017)
              • Mainly composed of Government debtors, incluing emerging markets
              • Extra financial analysis: Ethos, best in class ratings ESG approach
              • Financial analysis: Pictet Asset Management, quantitative analysis
              • Maximum weighting by debtor : 10%.

              Past performance is no guarantee of future performance.

                Mixed funds

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                Ethos - Sustainable Balanced 33 - E

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                Performance
                Publications
                • Active management, fund of Ethos funds, dynamic allocation
                • Extra financial analysis: Ethos
                • Financial analysis: Pictet Asset Management, tactical allocation of assets
                • Strategical allocation : 33% shares and 67% bonds

                Past performance is no guarantee of future performance.

                  Private Equity

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                  Unigestion - Ethos Environmental Sustainability

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                  Performance
                  Publications
                  • Closed fund
                  • Sustainable fund of private-equity-funds
                  • Minimal targeted commitment of CHF 5 million
                  • Focus on the field of renewable energy

                  Documentation is only available for the fund's investors.

                  Past performance is no guarantee of future performance.

                    Reports & publications

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                    Funds: Methodology & reports

                    Fonds Ethos: Annual reports
                    1300
                    Archives
                    Fonds Ethos: Semiannual reports
                    1311
                    Archives
                    Pictet-Ethos CH - Swiss Sustainable Equities: Annual reports
                    1268
                    Archives
                    Pictet-Ethos CH - Swiss Sustainable Equities: Semiannual reports
                    1310
                    Archives
                    Vontobel Fund (CH): Annual reports
                    1301
                    Archives
                    Vontobel Fund (CH): Semiannual reports
                    1239
                    1052
                    Archives