Swisscanto BVG 3 Responsible Portfolio 15 RT CHF
CH0238051954
Swisscanto BVG 3 Responsible Portfolio 15 RT CHF/ CH0238051954 /
NAV22/08/2024 |
Var.+1.1100 |
Type of yield |
Focus sugli investimenti |
Società d'investimento |
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.
Dati master
Type of yield: |
reinvestment |
Fondi Categoria: |
Mixed Fund |
Region: |
Worldwide |
Settore: |
Mixed Fund/Focus Bonds |
Benchmark: |
- |
Business year start: |
01/07 |
Ultima distribuzione: |
- |
Banca depositaria: |
Zürcher Kantonalbank |
Domicilio del fondo: |
Switzerland |
Permesso di distribuzione: |
Switzerland |
Gestore del fondo: |
Zürcher Kantonalbank |
Volume del fondo: |
347.53 mill.
CHF
|
Data di lancio: |
01/07/2014 |
Investment focus: |
- |
Condizioni
Sovrapprezzo emissione: |
0.00% |
Tassa amministrativa massima: |
- |
Investimento minimo: |
1.00 CHF |
Deposit fees: |
- |
Redemption charge: |
0.00% |
Prospetto semplificato: |
Download (Print version) |
Società d'investimento
Funds company: |
Swisscanto Fondsl. |
Indirizzo: |
Bahnhofstraße 9, 8001, Zürich |
Paese: |
Switzerland |
Internet: |
www.swisscanto.ch
|
Attività
Mutual Funds |
|
99.95% |
Altri |
|
0.05% |