The investment objective is to preserve the capital on a long-term basis and to generate an adequate return in CHF by investing in bonds and shares worldwide that are compatible with the Sustainable approach. The fund invests in shares, bonds and money market instruments. The equities portion is between 0% and 30%. 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#FN1# criteria in accordance with sustainability requirements, which contributes positively to fulfilling the UN SDGs#FN2_SUST#. The fund is classified under Art. 9 SFDR#FN3_SUST#. The total commitments of the fund may not amount to more than 210% as a result of the use of derivatives (max. 100%) and temporary borrowing (max. 10%).
Stammdaten
Name
Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Sustainable Relax (CHF) AT Fonds