Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) BT
Fund
ISIN LU0999466872 / Valor 23108298
NAV (2025-11-20)
CHF 142.46-0.22%
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) BT
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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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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
Annual Return
-50%0%+50%
Risk level
110
-0.22%CHF 110.92
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
Annual Return
-50%0%+50%
Risk level
110
-0.21%CHF 99.93
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
Annual Return
-50%0%+50%
Risk level
110
-0.21%CHF 216.57
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) AT
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) AT
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) AT
Valor: 1544238