Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Responsible Focus (CHF) AARegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.4 | 11.2 | -8.8 | 10.1 | 3.8 | |
+/-Cat | -3.3 | 0.6 | -4.3 | 0.5 | 3.0 | |
+/-B’mrk | -4.1 | 0.4 | -2.1 | -6.3 | 0.3 | |
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 361.53 | |
Day Change | 0.18% | |
Morningstar Category™ | CHF Aggressive Allocation | |
ISIN | LU0161534861 | |
Fund Size (Mil) 23/04/2024 | CHF 184.18 | |
Share Class Size (Mil) 23/04/2024 | CHF 19.96 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 15/01/2024 | 1.70% |
Investment Objective: Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Responsible Focus (CHF) AA |
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 23/05/2003 |
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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) AA | 31/03/2024 |
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