Swisscanto BVG 3 R.Portfolio 75 NT/ CH0497631454 /
| NAV23/01/2025 | Chg.+0.4500 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 141.3500CHF | +0.32% | reinvestment | Mixed Fund Worldwide | Swisscanto Fondsl. ▶ |
Stratégie d'investissement
The investment group pursues mainly an investment strategy geared to generating potential capital growth through investments in equities. This is supplemented by income from bonds.
The investment group is designed as a fund of funds and can invest up to 100% of its assets in collective investment instruments. It has the following strategic asset allocation: equities (75%), bonds (20%) and real estate (5%). ESG criteria (environment, social, governance) are systematically taken into account in the investment selection process.
Objectif d'investissement
The investment group pursues mainly an investment strategy geared to generating potential capital growth through investments in equities. This is supplemented by income from bonds.
Opérations
| Type de rendement: | reinvestment |
|---|---|
| Fonds Catégorie: | Mixed Fund |
| Région de placement: | Worldwide |
| Branche: | Mixed Fund/Focus Equity |
| Benchmark: | - |
| Début de l'exercice: | 01/07 |
| Dernière distribution: | - |
| Banque dépositaire: | Zürcher Kantonalbank |
| Domicile: | Switzerland |
| Permission de distribution: | Switzerland |
| Gestionnaire du fonds: | Zürcher Kantonalbank |
| Actif net: | 555.85 Mio. CHF |
| Date de lancement: | 04/11/2019 |
| Focus de l'investissement: | - |
Conditions
| Surtaxe d'émission: | 0.00% |
|---|---|
| Frais d'administration max.: | - |
| Investissement minimum: | - CHF |
| Deposit fees: | - |
| Frais de rachat: | 0.00% |
| Prospectus simplifié: | Télécharger (Version imprimée) |
Société de fonds
| Société de fonds: | Swisscanto Fondsl. |
|---|---|
| Adresse: | Bahnhofstraße 9, 8001, Zürich |
| Pays: | Switzerland |
| Internet: | www.swisscanto.ch |
Actifs
| Mutual Funds | 99.88% | |
| Autres | 0.12% |
Pays
| Global | 100.00% |