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

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

Fund

ISIN LU2637080321 / Valor 12768007

NAV (2026-07-23)
EUR 110.27-0.33%

Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) BT
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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:
esg msci world global bonds

Ratings & reviews

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4.00

1 votes
Performance:
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3.00
Innovation:
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3.00
Society:
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2.00
Nature:
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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) 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
-0.33%EUR 153.72
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
-0.33%EUR 127.38
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
-0.33%EUR 166.68
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) AT
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) AT Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) AT Valor: 2021557
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.33%EUR 201.37