Migros Bank (CH) Fonds - Sustainable 65 V

The fund aims to invest long-term in a sustainable manner, with 65% allocated to equities, 20% to bonds, and 15% to alternative investments and money market instruments. It focuses on companies that are leaders in environmental, social, and governance practices while also being financially attractive.

The fund primarily invests in companies that are included in the SBI® Rating AAA-BBB (TR) and MSCI Switzerland IMI Select ESG Index (net dividend reinvested). While the fund's main focus is on Swiss equities, it may deviate from the target allocation based on its investment guidelines. Additionally, the fund predominantly invests in other funds to achieve its objectives.

Investors should be aware that the fund may use complex financial instruments for hedging purposes or to achieve its investment goals. While shares can be freely sold at any time, the fund's performance may be subject to market fluctuations and other risks associated with investing in equities, bonds, and alternative assets.

https://www.migrosbank.ch/marketdata/detail?idnotation=321078860