FUNDS - Swisscanto (LU) Portfolio Fund Green Invest Yield A
Last update on: 29/07/2014

Fundname
Swisscanto (LU) Portfolio Fund Green Invest Yield A

Investment trust
Swisscanto Fondsleitung AG

Fund data (Balanced Fund)

   
Fund size

(as of 31/07/2014)

59.36 mil. CHF
ISIN LU0343771381
Fund price (as of 29/07/2014)
Offer n.s.
Bid 99.95 Schweizer Franken

* in relation to accumulation unit

Growth (as of 29/07/2014) *

   
5 Years 36.60 %
3 Years 7.41 %
1 Year 4.97 %
Current year 3.65 %
Benchmark n.s.

* in Euro (€)

Master data
ISIN LU0343771381
Launch date 07/03/2008
Available in CH, LI, DE, AT, LU
Fund type Balanced Fund
Kind of fund Sustainability and ethical funds / Sustainability 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
Excluding criteria airlines, atomic power station, automobile / -industry, fossil power stations, mining / selling fossil energy, genetic engineering in agro, production of traditional aircraft, production of longlasting organic harmful substances, production of ozone-damaging materials, production of PVC and Vinylchloride, children's work, not sustainable fishing, not sustainable forestry, patents on animals / plants changed by means of genetic engineering, armaents/weapons, tobacco, xenotransplantation
Research done by Inrate AG
 

This fund profile is aligned with the fund company.

 

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