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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global investmentsoccupational pensions
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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