Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Responsible Focus (CHF) NTRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.2 | 13.1 | -7.3 | 11.9 | 4.3 | |
+/-Cat | -1.4 | 2.5 | -2.8 | 2.3 | 3.5 | |
+/-B’mrk | -2.2 | 2.3 | -0.5 | -4.4 | 0.8 | |
Category: CHF Aggressive Allocation | ||||||
Category Benchmark: Cat 40%Citi SwissGBI&60%MSC... |
Key Stats | ||
NAV 29/04/2024 | CHF 124.85 | |
Day Change | -0.20% | |
Morningstar Category™ | CHF Aggressive Allocation | |
ISIN | LU1950833639 | |
Fund Size (Mil) 29/04/2024 | CHF 184.47 | |
Share Class Size (Mil) 29/04/2024 | CHF 7.56 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 15/01/2024 | 0.01% |
Investment Objective: Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Responsible Focus (CHF) NT |
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 06/03/2019 |
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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) NT | 31/03/2024 |
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