Swisscanto (LU) PF Sustainable Balance (CHF) AA
- ISIN
- LU0136171393
- Provider
- Swisscanto Asset Management International SA
- Close Price
- CHF 231.81 *
- Lipper Rating
- ESG Score
- Characteristics
- Sustainable
* Data as of 10 September 2026
Performance
Loading...
| Total | p.a. | |
|---|---|---|
| YTD | +5.62% | — |
| 1 Year | +7.09% | +7.09% |
| 3 Years | +18.35% | +5.77% |
| 5 Years | +2.28% | +0.45% |
| 10 Years | +43.74% | +3.69% |
Past performance is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise.
Key Facts
| Asset Class | Mixed Assets |
| Holdings Classification | Mixed Assets Global Large-Cap Growth |
| Geographical Focus | Global |
| Fund Size | CHF 440,039,206 |
| Total Expense Ratio | 1.53% |
| Currency | CHF |
| Domicile | LU |
| Managementstyle | Active |
| SFDR Article | Article 9 |
Country Exposure
United States
27.7%
Switzerland
21.7%
United Kingdom
5.6%
Germany
5.5%
Canada
4.8%
Other
34.7%
Description
The investment objective is to preserve the capital on a longterm basis and to generate an adequate return in CHF by investing in bonds and shares worldwide that are rated more positively than average with regard to ESG criteria. The fund invests in shares, bonds and money market instruments. The eq...