Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (EUR) BT

SWC (LU) PF Cmtt Balance (EUR) aims to preserve capital over the long term while generating returns in euros by investing globally in a mix of bonds, shares, and money market instruments. The fund’s equity portion ranges from 20% to 65%, and up to half of its investments can be made indirectly through carefully selected target funds. A significant emphasis is placed on environmental, social, and governance (ESG) criteria, with at least two-thirds of the investments chosen based on these responsible guidelines. The portfolio is actively managed to potentially outperform a tailored benchmark, allowing for flexible adjustments in individual securities and sectors according to market conditions.