Raiffeisen Futura Pension Invest Balance B header image

Raiffeisen Futura Pension Invest Balance B

Fund

ISIN CH1291827520 / Valor 12918275

NAV (2025-11-26)
CHF 113.65+0.32%

Raiffeisen Futura Pension Invest Balance B
UMushroom community rating:

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3.67 3 votes No rating yet
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Raiffeisen Futura Pension Invest Bal is a globally diversified fund that allocates 40-50% of its portfolio to stocks and 50-60% to bonds and money market instruments. It carefully selects investments based on strict ecological, social, and ethical standards evaluated by the independent rating agency INrate. Additionally, the fund actively engages in exercising voting rights for Swiss companies through Ethos to promote sustainable practices. Managed with a balanced strategy, it provides investors with access to a wide range of international assets while adhering to responsible investment principles.

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Tags:
Sustainable msci world balanced

Ratings & reviews

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3.67

3 votes
Performance:
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3.67
Innovation:
starstarstarstarstar
3.67
Society:
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4.00
Nature:
starstarstarstarstar
3.67
Milena Klasing Chen
Switzerland, 18 Apr 2025
star star star star star
Milena Klasing Chen
Switzerland, 25 Mar 2025
star star star star star
Balanced and with an ESG focus.
Milena Klasing Chen
Switzerland, 26 Mar 2025
star star star star star
Low risk

OTHER SHARE CLASSES OF THIS FUND

Raiffeisen Futura - Pension Invest Balanced V
Raiffeisen Futura - Pension Invest Balanced V Raiffeisen Futura - Pension Invest Balanced V Valor: 10229545
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Annual Return

-50%0%+50%

Risk level

110
0.32%CHF 158.85
Raiffeisen Futura - Pension Invest Balanced A
Raiffeisen Futura - Pension Invest Balanced A Raiffeisen Futura - Pension Invest Balanced A Valor: 2375444
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.32%CHF 139.57
Raiffeisen Futura - Pension Invest Balanced I
Raiffeisen Futura - Pension Invest Balanced I Raiffeisen Futura - Pension Invest Balanced I Valor: 13800622
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Annual Return

-50%0%+50%

Risk level

110
0.33%CHF 100.84