FUNDS - Swisscanto (LU) Portfolio Fund Green Invest Yield A
Last update on: 26/11/2015

Swisscanto (LU) Portfolio Fund Green Invest Yield A

Investment trust
Swisscanto Fondsleitung AG
Swisscanto Asset Management International SA
Asset Manager
Zürcher Kantonalbank Asset Management

Fund data (Balanced Fund)

Fund size

(as of 31/10/2015)

56.13 mil. CHF
ISIN LU0343771381
Fund price (as of 26/11/2015)
Offer n.s.
Bid 100.60 Schweizer Franken

* in relation to accumulation unit

Growth (as of 26/11/2015) *

5 Years 33.73 %
3 Years 20.46 %
1 Year 10.62 %
Current year 10.13 %
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-/ 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*
- contempt against OECD Rules
- contempt against OECD Rules

Ethical and Social:
- alcohol / spirits*
- exploitative children's work*
- gambling*
- children's work
- weapons of mass destruction
- pornography*
- cluster boms and anti-personnel mines
- tobacco products
- animal tests*
- offending human rights*
- contempt against ILO-protocol
- weapons / armaments

- airlines
- atomic power station
- automobile / -industry
- fossil power stations
- chlorinates or agrochemicals (for example, biocides)
- mining / selling fossil energy
- fossil fuels
- genetic engineering in agro
- production of traditional aircraft
- production of longlasting organic harmful substances
- production of ozone-damaging materials
- production of PVC and Vinylchloride
- nuclear energy (operating or component manufacture)
- not sustainable fishing
- not sustainable forestry
- patents on animals / plants changed by means of genetic engineering

- environmental harmful conduct*
- xenotransplantation

Negative criteria for government bonds Ethical and Social:
- children's work (states)*
- death penalty
- unfree states, according to Freedom House
- offending human rights (states)*
- contempt against employment law*
- contempt on nuclear weapons perr conract (states)*
- contempt on Treaty on the Non-Proliferation of Weapons (states)*

- non-ratification of UN Convention on Biodiversity*
- non-rativication of the Kyoto Protocol
- non-ratification of the Protocol of biological Safety*

- high defense 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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