Vontobel launches International Equity Fund

• The Vontobel International Equity Fund (VNIIX) is part of a new series of mutual funds managed by Vontobel Asset Management, Inc.
• The new fund accelerates Vontobel’s ongoing strategy to expand its in-house intermediary distribution network in the US

The Vontobel International Equity Fund (VNIIX) is an actively managed fund, investing in companies primarily domiciled outside the US in both developed and emerging markets. Following the Quality Growth investment philosophy, the fund seeks to invest long-term in companies with stable, predictable and sustainable earnings growth. The fund is launching with strong client backing of USD 146 million as of April 22, 2024.

“International markets are a fertile ground for active management,” said David Souccar, Lead Portfolio Manager. “By offering access to high-quality international stocks, we are providing a vehicle that allows US investors to expand their opportunity set and aims to improve the quality and returns of their portfolio.”

“The impressive 33-year track record of our Quality Growth International Equity Strategy underscores our commitment to consistently providing clients with strong, risk-adjusted returns over the long term,” added Matthew Benkendorf, Chief Investment Officer of Vontobel’s Quality Growth team. “We look forward to expanding the reach of our investment strategy at industry-competitive fees to serve US investors looking for high-quality international exposure.”

The new fund builds upon Vontobel’s existing US Equity (VTUIX) and Global Environmental Change (ENVRX)¹ funds. The firm is also working toward launching additional mutual funds this year, including one based on its Global Equity strategy. Vontobel has selected SEI, a leading operational platform, to provide the infrastructure to power the network and new products.

“In launching a new mutual fund for our International Equity strategy, we are taking a meaningful step forward in expanding our US intermediary business and delivering on our commitment to accelerate growth in the region. For years, Vontobel has partnered with US institutions to help meet their investment goals, and now we are able to provide mutual funds to intermediary clients, as well as streamlined and tailored service and competitive fees,” said José Luis Ezcurra, Head Institutional Clients Americas.

“As we expand our direct distribution strategy, Vontobel continues to optimize not only our product suite, but also the client experience we offer. By collaborating with SEI, we will be able to provide investors a single, seamless point of access to a range of Vontobel products and vehicles to serve their specific investment needs,” said Melissa Demcsik, Chief Executive Officer of Vontobel Asset Management US and Head of Product Management Americas.

Vontobel

Vontobel is an international active investment manager with Swiss roots, serving institutional and private clients. Our investment teams draw on specialized investment talent, a strong performance culture and robust risk management. Our commitment to active management empowers us to invest on the basis of our convictions. We employ around 250 investment professionals who operate across different locations including Switzerland, Europe, Asia and the US and create strategies and solutions covering equities, fixed income and multi-asset investments. The registered shares of the Vontobel Holding AG are listed on the SIX Swiss Exchange. The Vontobel families' close ties to the company guarantee our entrepreneurial independence. As of December 31, 2023, Vontobel held USD 314.7 billion of total client assets. Around the world and in our home market, we serve our clients from 27 locations.

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.

1. The Vontobel US Equity and Global Environmental Change Funds are distributed by Foreside Financial Services, LLC, member FINRA / SIPC.

IMPORTANT INFORMATION: This document is for information purposes only; is not intended to be investment advice; and does not constitute an offer, solicitation, or recommendation of any kind. The services described in the document are supplied under the agreement signed with the service recipient. The nature, scope and prices of services and products may vary from one country to another and may change without notice at any time. Certain services and products are not available worldwide or from all companies of Vontobel. In addition, they may be subject to legal restrictions in certain countries.

There are risks involved with investing, including possible loss of principal. There is no assurance that the investment objective of any fund will be achieved. The Fund is subject to price volatility over short or extended periods of time. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from social, economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. As an actively managed fund, the Fund is subject to management risk.

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 Funds are managed by Vontobel Asset Management Inc. The Fund is distributed by SEI Investments Distribution Co. Freedom Valley Drive, Oaks, PA 19456). Neither SIDCO nor Foreside Financial Services, LLC are affiliated with Vontobel Asset Management Inc, or Vontobel Holding AG.

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