FUNDS - Swisscanto (LU) PF Green Invest Balanced A
Last update on: 28/10/2021

Swisscanto (LU) PF Green Invest Balanced A

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

Fund data (Balanced Fund)

Fund size

(as of 30/09/2021)

182.13 mil. CHF
Share class size

(as of 30/09/2021)

79.67 mil. CHF
ISIN LU0136171393
Fund price (as of 28/10/2021)
Offer n.s.
Bid 229.21 Schweizer Franken

Growth (as of 28/10/2021) *

10 Years 102.00 %
5 Years 44.70 %
3 Years 41.45 %
1 Year 16.92 %
Current year 11.11 %
Benchmark synthetisch

* in Euro (€)

Master data of Funds
Launch date 30/11/2001
Available in AT, CH, DE, LI, LU
Fund type Balanced Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment Outperforming the benchmark
Investment strategy Worldwide investment in stocks and bonds of ecologically, socially, sustainable managed companies. The share of stocks can vary between 40% to 60%
Investment process The environmental and social research of the Zurich "Kantonalbank" provides a sustainable investment universe which is based on extensive analysis process (stocks: industry leaders, pioneers, sustainable obligations. . This process is accompanied and controlled by an environmental board and the WWF. Subsequently the Swisscanto portfolio management builds the sustainable investment fund. Thereby the investment policy is decided first and then the securities are selected based on financial information.
Positive criteria Companies: Comprehensive social and environmental policy; well positioned environmental and social management; resource protection and reduction of emissions from production; consideration of environmental and social aspects for the whole product lifecycle; good employee conditions; active dialog with stakeholders; environmental and social standards for suppliers; donations and engagement in organizations and others
; Countries: energy and resource consumption; state of the environment, environmental politics, human rights; prosperity, health, education, innovation, others
Negative criteria for stocks and corporate bonds Governance:
- corruption and bribery*
- violations of OECD guidelines for multinational enterprises
- violations of the UN Global Compact

Ethical and Social:
- alcohol/spirits*
- exploitative child labour*
- gambling*
- child labour
- weapons of mass destruction (ABC/CBRN)
- pornography*
- cluster bombs and anti-personnel mines
- tobacco products
- animal experimentation*
- violations of human rights*
- violations of the ILO protocol
- weapons/armaments

- airlines
- nuclear power stations
- automobile industry
- fossil power stations
- chlorine or agrochemicals (e.g. biocides)
- mining/selling of fossil energy sources
- fossil fuels
- genetic engineering in agriculture
- genetic engineering (agriculture)
- production of civil aircrafts
- production of long-lasting harmful organic substances production of long-lasting harmful organic substances
- production of ozone-damaging substances
- production of PVC and vinyl chloride
- nuclear energy (operation or component manufacture)
- unsustainable fishery
- unsustainable forestry
- patents on genetically engineered animals/plants

- environmentally harmful conduct*
- xenotransplantation

Negative criteria for government bonds Ethical and Social:
- child labour (countries)*
- death penalty
- dependent countries, according to Freedom House
- violations of human rights (countries)*
- violations of employment law*
- violations of Non-Proliferation Treaty of Nuclear Weapons (countries)*
- violations of non-proliferation treaties of non-nuclear weapons (countries)*

- non-ratification of the UN Convention on Biological Diversity*
- non-ratification of the Kyoto Protocol
- non-ratification of the Cartagena Protocol on Biosafety*

- high military 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