CS Invm Fds 12 - Credit Suisse (Lux) Portfolio Fund Balanced CHF IB

This Mixed Fund is actively managed without reference to a benchmark aiming to achieve the highest possible overall performance, consisting of current income, capital gains and currency results in CHF. The Fund invests in fixed income securities (10%-70%), equities and equity-type securities (30%-65%), cash and other cash equivalents (0%-60%), and alternative investments (0%-20%). It invests without being limited to a specific class of assets, geographic scope or industry sector. The Fund promotes environmental, social and governance (ESG) characteristics (within the meaning of Article 8 of Regulation (EU) 2019/2088) through a combination of exclusions, ESG integration and active ownership. Based on the material ESG factors, the Investment Manager performs additional security, sector and regional research across the Fund's investment universe and applies different optimization techniques in function of the underlying asset classes. The Fund may use derivatives to achieve the above aims. The investor can buy or sell units of the Fund on a daily basis, as further defined in the prospectus. This Unit Class does not make distributions. The Fund shall bear the costs of standard brokerage and bank charges incurred by the Fund through securities transactions in relation to the portfolio. These charges are not included in the “Charges” section of this document.