Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Responsible Focus (CHF) ATRegister to Unlock Ratings |
Morningstar Rating™(Relative to Category) | 31/03/2024 | ||||||||||||||||||||
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Category : CHF Aggressive Allocation | Click here to see our Methodology |
1 Year Daily Volatility Chart (annualised) | |
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Volatility Measurements | 31/03/2024 | ||||||||||
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Modern Portfolio Statistics | 31/03/2024 | 31/03/2024 |
Standard Index | Best Fit Index | |
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR | Morningstar EU Agg Gbl Tgt Alloc NR EUR | |
3-Yr Beta | 0.98 | 0.89 |
3-Yr Alpha | -2.90 | -2.24 |
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. |
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