Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) AT header image

Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) AT

Fund

ISIN LU0208341536 / Valor 2021557

NAV (2026-07-21)
EUR 202.36+0.75%

Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) AT
UMushroom community rating:

star star star star star
4.00 1 votes No rating yet
NegativeNeutralPositive

SWC (LU) PF Sust Balanced (EUR) is a globally diversified fund that invests in a combination of equities, bonds, and money market instruments. It specifically targets companies and bond issuers that adhere to ecological and social sustainability principles, with a particular emphasis on those offering products or services that address social sustainability challenges. The equity portion of the portfolio ranges between 35% and 65%, balancing potential growth from stocks with the stability and income from bonds and money market holdings.

Content summarized by AI chatbot
Tags:
esg msci world global bonds

Ratings & reviews

star star star star star

4.00

1 votes
Performance:
starstarstarstarstar
3.00
Innovation:
starstarstarstarstar
3.00
Society:
starstarstarstarstar
2.00
Nature:
starstarstarstarstar
2.00
Timo Umbreit
Switzerland, 30 Apr 2026
star star star star star
👍

OTHER SHARE CLASSES OF THIS FUND

Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) DT
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) DT Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) DT Valor: 11635657
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.75%EUR 128.00
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) AA
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) AA Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) AA Valor: 2021554
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.75%EUR 167.50
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) DA
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) DA Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) DA Valor: 41564045
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.75%EUR 154.47
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) BT
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) BT Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) BT Valor: 12768007
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.75%EUR 110.82