Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Responsible Focus (CHF) BTRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.1 | 11.9 | -8.2 | 10.8 | 4.0 | |
+/-Cat | -2.6 | 1.3 | -3.7 | 1.2 | 3.2 | |
+/-B’mrk | -3.4 | 1.1 | -1.5 | -5.6 | 0.5 | |
Morningstar Restructure Date: 16/03/2018 | ||||||
Category: CHF Aggressive Allocation | ||||||
Category Benchmark: Cat 40%Citi SwissGBI&60%MSC... | ||||||
Effective 16/03/2018, this fund's investment strategy changed to the extent that its record prior to that date is not relevant to its new format. Performance prior to that date is not shown. |
Key Stats | ||
NAV 23/04/2024 | CHF 143.11 | |
Day Change | 0.18% | |
Morningstar Category™ | CHF Aggressive Allocation | |
ISIN | LU0999467250 | |
Fund Size (Mil) 23/04/2024 | CHF 184.18 | |
Share Class Size (Mil) 23/04/2024 | CHF 3.95 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 15/01/2024 | 1.05% |
Investment Objective: Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Responsible Focus (CHF) BT |
The investment objective is to generate long-term capital growth by investing in shares worldwide.The fund invests mainly in equities worldwide. Bonds or other investments such as commodities and real estate may be added for optimization purposes. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Reto Niggli 01/03/2018 | ||
Cyrill Staubli 01/08/2021 | ||
Inception Date 19/02/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
CB Swisscanto Portfolio Resp Focus CHF | Cat 40%Citi SwissGBI&60%MSCI Wld Free NR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Responsible Focus (CHF) BT | 31/03/2024 |
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