Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (EUR) NT header image

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

Fund

ISIN LU3022391265 / Valor 14296858

NAV (2025-11-20)
EUR 106.92-0.30%

Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (EUR) NT
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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.

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Tags:
esg msci world global bonds

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OTHER SHARE CLASSES OF THIS FUND

Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (EUR) AA
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (EUR) AA Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (EUR) AA Valor: 1092988
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Annual Return

-50%0%+50%

Risk level

110
-0.30%EUR 165.34
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (EUR) AT
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (EUR) AT Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (EUR) AT Valor: 1544240
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Annual Return

-50%0%+50%

Risk level

110
-0.30%EUR 229.78
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (EUR) BT
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (EUR) BT Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Balance (EUR) BT Valor: 23108456
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Annual Return

-50%0%+50%

Risk level

110
-0.30%EUR 155.23