ZugerKB Fonds-Strategie ESG Ausgewogen (CHF) BV CHF Cap header image

ZugerKB Fonds-Strategie ESG Ausgewogen (CHF) BV CHF Cap

Fund

ISIN CH0382491063 / Valor 38249106

NAV (2025-12-05)
CHF 120.64+0.25%

ZugerKB Fonds-Strategie ESG Ausgewogen (CHF) BV CHF Cap
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ZugerKB Strategie ESG Ausgewogen (CHF) is a diversified investment fund managed by Zuger Kantonalbank AG that aims for long-term positive returns in Swiss francs by balancing interest income and capital growth. The fund's portfolio includes a mix of equities and bonds, supplemented with limited investments in alternatives like real estate, precious metals, and commodities. It maintains broad international diversification and holds assets in various currencies to achieve an optimal risk-return balance, ensuring that no more than 50% of the portfolio is allocated to equities.

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Tags:
global investments occupational pensions

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OTHER SHARE CLASSES OF THIS FUND

ZugerKB Fonds-Strategie ESG Ausgewogen (CHF) B CHF Cap
ZugerKB Fonds-Strategie ESG Ausgewogen (CHF) B CHF Cap ZugerKB Fonds-Strategie ESG Ausgewogen (CHF) B CHF Cap Valor: 27610110
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Annual Return

-50%0%+50%

Risk level

110
0.25%CHF 127.79