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

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

Fund

ISIN LU1813277669 / Valor 41564045

NAV (2026-07-22)
EUR 154.23-0.16%

Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) DA
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) 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
-0.16%EUR 167.23
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
-0.16%EUR 127.80
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
-0.16%EUR 202.04
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
-0.16%EUR 110.64