FUNDS - Swisscanto (LU) Portfolio Fund Green Invest Yield A
Last update on: 25/08/2016

Fundname
Swisscanto (LU) Portfolio Fund Green Invest Yield A

Investment Trusts
Swisscanto Fondsleitung AG
Emittent
Swisscanto Asset Management International SA
Asset Manager
Zürcher Kantonalbank

Fund data (Balanced Fund)

   
Fund size

(as of 31/07/2016)

77.21 mil. CHF
Share class size

(as of 31/07/2016)

48.69 mil. CHF
ISIN LU0343771381
Fund price (as of 25/08/2016)
Offer n.s.
Bid 100.05 Schweizer Franken

Growth (as of 25/08/2016) *

   
10 Years n.s.
5 Years 25.44 %
3 Years 20.51 %
1 Year 3.60 %
Current year 1.48 %
Benchmark n.s.

* in Euro (€)

Master data of Funds
ISINLU0343771381
Launch date 07/03/2008
Available in CH, LI, DE, AT, LU
Fund type Balanced Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment outperforming of the benchmark
Investment strategy The ecological and social research of the Züricher Kantonalbank provides a sustainable investment universe (sector leaders and innovators) based on extensive analyses. This process is supported and controlled by an ecological board of advisors and our partner WWF. [br]
The portfolio management of Swisscanto creates a sustainable investment fund as the next step. To begin with an investment policy is chosen and shares are selected on the basis of financial information.

Investment process The fund invests worldwide in shares, bonds and money market instruments. Only bond publishers and enterprises who act according to the principles of the ecological and social sustainability. The share portion is between 10% and 30%.
Positive criteria Comprehensive environmental and social policy; deep-seated environmental and social management; resource protection and reduction of emissions during production; consideration of environmental and social aspects in the whole lifecycle of a product; active dialogue; environmental and social criteria for suppliers; donations and commitment to organisations; Energy and resource usage; environmental condition, environmental policy, human rights; human rights; wealth, health, education, innovation and others
Negative criteria for stocks and corporate bonds Governance:
- corruption and bribery*
- violations of OECD guidelines for multinational enterprises
- violations of the UN Global Compact

Ethical and Social:
- alcohol/spirits*
- exploitative child labour*
- gambling*
- child labour
- weapons of mass destruction (ABC/CBRN)
- pornography*
- cluster bombs and anti-personnel mines
- tobacco products
- animal experimentation*
- violations of human rights*
- violations of the ILO protocol
- weapons/armaments

Environment:
- airlines
- nuclear power stations
- automobile industry
- fossil power stations
- chlorine or agrochemicals (e.g. biocides)
- mining/selling of fossil energy sources
- fossil fuels
- genetic engineering in agriculture
- production of civil aircrafts
- production of long-lasting harmful organic substances production of long-lasting harmful organic substances
- production of ozone-damaging substances
- production of PVC and vinyl chloride
- nuclear energy (operation or component manufacture)
- unsustainable fishery
- unsustainable forestry
- patents on genetically engineered animals/plants

Other:
- environmentally harmful conduct*
- xenotransplantation

Negative criteria for government bonds Ethical and Social:
- child labour (countries)*
- death penalty
- dependent countries, according to Freedom House
- violations of human rights (countries)*
- violations of employment law*
- violations of Non-Proliferation Treaty of Nuclear Weapons (countries)*
- violations of non-proliferation treaties of non-nuclear weapons (countries)*

Environment:
- non-ratification of the UN Convention on Biological Diversity*
- non-ratification of the Kyoto Protocol
- non-ratification of the Cartagena Protocol on Biosafety*

Other:
- high military budget*
- nuclear energy by share of gross energy production
- corruption

Research done by Inrate AG
 

This fund profile is aligned with the fund company.

 

 

*no exclusion but part of the analysis

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