PF - ESG Balanced Strategy Fund

The PF - ESG Balanced Strategy Fund is an actively managed global portfolio that invests in a mix of money markets, bonds, equities, and Swiss real estate. Equities account for 40% to 60% of the fund's assets, with a strategic focus of 50% in equities and up to 40% in foreign currencies. The fund emphasizes sustainability by selecting investments that achieve better ESG values and a lower carbon footprint compared to traditional indices. By combining these diverse asset classes, the fund aims to deliver optimal returns while maintaining a balanced and responsible investment approach.