This strategy remains in capable hands, led by a long-tenured and highly experienced manager and supported by a well-resourced team, earning an Above Average People Pillar rating. The approach is well-established and consistently applied, backed by deep thematic expertise in environmental markets. Following the April 2026 update to Morningstar’s Medalist Rating methodology, the strategy’s ability to deliver outperformance is now assessed relative to ecology peers rather than a broad global equity benchmark, supporting an upgrade of the Process Pillar rating to Above Average from Average.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable Vontobel Fund - Global Environmental Change B EUR Cap’s performance objective and investment process is for both security selection and portfolio construction.
United States