PF - ESG Income Strategy Fund header image

PF - ESG Income Strategy Fund

Fund

ISIN CH0006869231 / Valor 686923

NAV (2025-11-20)
CHF 110.01-0.11%

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.

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Global msci world multi asset

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