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:
4.00
1 votes
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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.
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Tags:
esgmsci worldglobal bonds
Ratings & reviews
4.00
1 votes
Performance:
3.00
Innovation:
3.00
Society:
2.00
Nature:
2.00
Timo Umbreit
Switzerland, 30 Apr 2026
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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
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
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
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