Swisscanto BVG 3 R.Portfolio 75 NT
CH0497631454
Swisscanto BVG 3 R.Portfolio 75 NT/ CH0497631454 /
| NAV1/8/2025 |
Chg.+0.0700 |
Type of yield |
Investment Focus |
Investment company |
| 138.3800CHF |
+0.05% |
reinvestment |
Mixed Fund
Worldwide
|
Swisscanto Fondsl. ▶ |
Investment strategy
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.
Investment goal
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.
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: |
Switzerland |
| Fund manager: |
Zürcher Kantonalbank |
| Fund volume: |
529.99 mill.
CHF
|
| Launch date: |
11/4/2019 |
| Investment focus: |
- |
Conditions
| Issue surcharge: |
0.00% |
| Max. Administration Fee: |
- |
| Minimum investment: |
- CHF |
| Deposit fees: |
- |
| Redemption charge: |
0.00% |
| Key Investor Information: |
Download (Print version) |
Investment company
| Funds company: |
Swisscanto Fondsl. |
| Address: |
Bahnhofstraße 9, 8001, Zürich |
| Country: |
Switzerland |
| Internet: |
www.swisscanto.ch
|
Assets
| Mutual Funds |
|
99.88% |
| Others |
|
0.12% |