PF - ESG Income Strategy Fund
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The PF - ESG Income Strategy Fund is a globally diversified investment fund that allocates assets to money market instruments, bonds, equities, and Swiss real estate. It prioritizes sustainability by following ESG-focused benchmarks for all investments except real estate. The fund is actively managed, with around 30% of its portfolio in equities and maintaining foreign currency exposure at approximately 12%, within a range of 22.5% to 37.5% for equities and up to 30% for foreign currencies. This strategy aims to provide regular income through interest and dividends while maintaining moderate risk and reducing the carbon footprint compared to traditional investment indices.