Swisscanto (LU) Portfolio Fund Responsible Balance (EUR) AA/  LU0112804983  /

The investment objective is to preserve the capital on a long-term basis and to generate an adequate return in EUR by investing in bonds and shares worldwide. The fund invests in shares, bonds and money market instruments. The equities portion is between 20% and 65%. Up to 50% of the investments can be made indirectly (via target funds). The target funds are selected in accordance with the requirements set out in the prospectus. At least 2/3 of the investments are selected by systematically taking into account ESG criteria in accordance with responsibility requirements. The fund is classified under Article 8 of Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability-related disclosures in the financial services sector («SFDR»).

The investment objective is to preserve the capital on a long-term basis and to generate an adequate return in EUR by investing in bonds and shares worldwide.