Swisscanto BVG 3 Responsible Portfolio 15 RT CHF
CH0238051954
Swisscanto BVG 3 Responsible Portfolio 15 RT CHF/ CH0238051954 /
| NAV8/22/2024 |
Chg.+1.1100 |
Type of yield |
Investment Focus |
Investment company |
| 212.4300CHF |
+0.53% |
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: |
7/1 |
| Last Distribution: |
- |
| Depository bank: |
Zürcher Kantonalbank |
| Fund domicile: |
Switzerland |
| Distribution permission: |
Switzerland |
| Fund manager: |
Zürcher Kantonalbank |
| Fund volume: |
347.53 mill.
CHF
|
| Launch date: |
7/1/2014 |
| 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 |
|
99.95% |
| Others |
|
0.05% |
