Swisscanto AST Avant BVG Sustainable Portfolio 95 QT CHF/  CH1214207347  /

Fonds
NAV1/23/2025 Chg.+0.7000 Type of yield Investment Focus Investment company
124.0900CHF +0.57% reinvestment Mixed Fund Worldwide Swisscanto Fondsl. 

Investment strategy

The investment group pursues an investment strategy geared to generating potential capital growth through investments in equities which takes sustainable criteria into account. 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 (95%) and bonds (5%). ESG criteria (environment, social, governance) are systematically taken into account in the investment selection process in accordance with sustainability requirements.
 

Investment goal

The investment group pursues an investment strategy geared to generating potential capital growth through investments in equities which takes sustainable criteria into account.
 

Master data

Type of yield: reinvestment
Funds Category: Mixed Fund
Region: Worldwide
Branch: Mixed Fund/Focus Equity
Benchmark: -
Business year start: 7/1
Last Distribution: -
Depository bank: Zürcher Kantonalbank
Fund domicile: Switzerland
Distribution permission: -
Fund manager: -
Fund volume: 41.85 mill.  CHF
Launch date: 7/6/2023
Investment focus: -

Conditions

Issue surcharge: 0.00%
Max. Administration Fee: -
Minimum investment: - CHF
Deposit fees: -
Redemption charge: 0.00%
Key Investor Information: -
 

Investment company

Funds company: Swisscanto Fondsl.
Address: Bahnhofstraße 9, 8001, Zürich  
Country: Switzerland
Internet: www.swisscanto.ch
 

Assets

Stocks
 
94.43%
Money Market
 
3.46%
Bonds
 
2.11%

Countries

Global
 
100.00%

Currencies

Swiss Franc
 
71.11%
US Dollar
 
15.17%
Japanese Yen
 
2.99%
Taiwan Dollar
 
1.70%
Indian Rupee
 
1.69%
Hong Kong Dollar
 
1.40%
British Pound
 
1.08%
Korean Won
 
0.90%
Chinese Yuan Renminbi
 
0.65%
Canadian Dollar
 
0.57%
Others
 
2.74%