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Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (CHF) AT header image

Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (CHF) AT

Fund

ISIN LU0161534606 / Valor 1544234

NAV (2026-07-24)
CHF 266.85%

Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (CHF) AT
UMushroom community rating:

star star star star star
3.50 14 votes No rating yet
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SWC (LU) PF Cmtt Balance (CHF) is a diversified investment fund focused on long-term growth by allocating between 35% and 80% of its assets to a variety of global bonds and between 20% and 65% to international stocks. This balance allows the fund to generate income from fixed and variable-interest debt securities while also seeking capital gains from equities worldwide, providing a mix of stability and growth potential for investors.

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Tags:
esg msci world global bonds

Ratings & reviews

star star star star star

3.50

14 votes
Performance:
starstarstarstarstar
3.57
Innovation:
starstarstarstarstar
3.64
Society:
starstarstarstarstar
3.71
Nature:
starstarstarstarstar
3.57
Ahash Sritharan
Switzerland, 02 May 2026
star star star star star
Good
Noe Emch
Switzerland, 01 May 2026
star star star star star
Not worth it
Lendrit Iberdemaj
Switzerland, 27 Apr 2026
star star star star star
Good diversification.

OTHER SHARE CLASSES OF THIS FUND

Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (CHF) BA
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (CHF) BA Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (CHF) BA Valor: 42702760
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.01%CHF 116.36
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (CHF) BT
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (CHF) BT Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (CHF) BT Valor: 23108348
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%CHF 143.73
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (CHF) AA
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (CHF) AA Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (CHF) AA Valor: 1092981
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%CHF 208.00
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (CHF) NT
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (CHF) NT Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (CHF) NT Valor: 11951108
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%CHF 126.90
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