|Kind of fund
||Sustainability and ethical funds / Sustainability-/ Ethical fund
|Aim of investment
||Achieving an above average performance by investing in Swiss stocks of companies, which are strongly committed to sustainability.
||Investment in Swiss companies which follow sustainable management principles. For a given tracking error of 3% the sustainability is maximized consequently.
||The investment process is a strictly risk-controlled, quantitative investment procedure. The sustainability of the portfolio is for a given risk to the benchmark optimised by means of the API-model.
||Above average companies are accepted to the portfolio; strict best-in-class approach
|Negative criteria for stocks and corporate bonds
||Ethical and Social:
- weapons / armaments
- nuclear power
|Negative criteria for government bonds
|Research done by
||InHouse & CentreInfo
This fund profile is aligned with the fund company.
*no exclusion but part of the analysis