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

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

Fund

ISIN LU0161535165 / Valor 1544238

NAV (2025-11-17)
CHF 243.56-0.25%

Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) AT
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SWC (LU) PF Sust Balance (CHF) is a globally diversified fund that invests in a combination of bonds, money market instruments, and equities. Specifically, it allocates between 35% and 75% of its assets to fixed or variable-interest debt securities and between 25% and 65% to equity shares from companies around the world. The fund focuses on businesses that play a significant role in achieving the United Nations Sustainable Development Goals through their products and services, aiming for long-term capital growth and returns while promoting sustainable development.

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Sustainable msci world global bonds

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OTHER SHARE CLASSES OF THIS FUND

Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) CT
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) CT Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) CT Valor: 12033378
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Annual Return

-50%0%+50%

Risk level

110
-0.25%CHF 111.37
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) EDU
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) EDU Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) EDU Valor: 13552668
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Annual Return

-50%0%+50%

Risk level

110
-0.27%CHF 100.35
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) AA
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) AA Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) AA Valor: 1289514
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Annual Return

-50%0%+50%

Risk level

110
-0.26%CHF 217.46
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) BT
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) BT Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) BT Valor: 23108298
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Annual Return

-50%0%+50%

Risk level

110
-0.24%CHF 143.05