Umbrella Fund SZKB FONDS - SZKB Ethikfonds Wachstum V header image

Umbrella Fund SZKB FONDS - SZKB Ethikfonds Wachstum V

Fund

ISIN CH1128291262 / Valor 11282912

NAV (2026-07-15)
CHF 109.00-0.02%

Umbrella Fund SZKB FONDS - SZKB Ethikfonds Wachstum V
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SZKB Ethikfonds Wachstum is an ethically screened multi-asset growth fund that combines equities, bonds, and other diversifying investments. It aims to build long-term capital while maintaining a growth-oriented allocation, using a balanced mix of asset classes rather than a single-market focus. The fund is suitable for investors who want a diversified portfolio with ethical principles applied to the investment universe and a higher-return profile than a cautious balanced fund. Its structure is designed for retirement or long-term savings objectives with a meaningful equity component.

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OTHER SHARE CLASSES OF THIS FUND

Umbrella Fund SZKB FONDS - SZKB Ethikfonds Wachstum A
Umbrella Fund SZKB FONDS - SZKB Ethikfonds Wachstum A Umbrella Fund SZKB FONDS - SZKB Ethikfonds Wachstum A Valor: 11282912
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Annual Return

-50%0%+50%

Risk level

110
-0.02%CHF 107.90
SZKB Ethikfonds Wachstum VI
SZKB Ethikfonds Wachstum VI SZKB Ethikfonds Wachstum VI Valor: 11282912
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Annual Return

-50%0%+50%

Risk level

110
-1.04%CHF 1,070.74