Swisscanto BVG 3 Responsible Portfolio 15 RT CHF
CH0238051954
Swisscanto BVG 3 Responsible Portfolio 15 RT CHF/ CH0238051954 /
NAV01/10/2024 |
Chg.-1.3100 |
Type of yield |
Investment Focus |
Investment company |
212.2900CHF |
-0.61% |
reinvestment |
Mixed Fund
Worldwide
|
Swisscanto Fondsl. ▶ |
Investment strategy
The investment group pursues mainly an investment strategy that is based on a regular income from bonds. Possible capital growth through investment in equities plays a secondary role.
The investment group is designed as a fund of funds and can invest up to 100% of its assets in collective investment instruments. It has the following strategic asset allocation: bonds (70%), real estate (15%) and equities (15%). ESG criteria (environment, social, governance) are systematically taken into account in the investment selection process.
Investment goal
The investment group pursues mainly an investment strategy that is based on a regular income from bonds. Possible capital growth through investment in equities plays a secondary role.
Master data
Type of yield: |
reinvestment |
Funds Category: |
Mixed Fund |
Region: |
Worldwide |
Branch: |
Mixed Fund/Focus Bonds |
Benchmark: |
- |
Business year start: |
01/07 |
Last Distribution: |
- |
Depository bank: |
Zürcher Kantonalbank |
Fund domicile: |
Switzerland |
Distribution permission: |
Switzerland |
Fund manager: |
Zürcher Kantonalbank |
Fund volume: |
344.13 mill.
CHF
|
Launch date: |
01/07/2014 |
Investment focus: |
- |
Conditions
Issue surcharge: |
0.00% |
Max. Administration Fee: |
- |
Minimum investment: |
1.00 CHF |
Deposit fees: |
- |
Redemption charge: |
0.00% |
Key Investor Information: |
Download (Print version) |
Investment company
Funds company: |
Swisscanto Fondsl. |
Address: |
Bahnhofstraße 9, 8001, Zürich |
Country: |
Switzerland |
Internet: |
www.swisscanto.ch
|
Assets
Mutual Funds |
|
99.96% |
Others |
|
0.04% |