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

Swisscanto (LU) PF Green Invest Balanced (EUR) 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)

1,565.39 mil. EUR
Share class size

(as of 30/09/2021)

1,445.73 mil. EUR
ISIN LU0208341965
Fund price (as of 28/10/2021)
Offer n.s.
Bid 148.69 Euro

Growth (as of 28/10/2021) *

10 Years 99.00 %
5 Years 43.73 %
3 Years 37.22 %
1 Year 16.53 %
Current year 10.19 %
Benchmark 10% Citigroup MM EUR 3 months 40% JP Morgan EMU 50% MSCI World

* in Euro (€)

Master data of Funds
Launch date 07/03/2005
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 shares of ecologically, socially, sustainable managed companies. The companies are exclusively environmental leaders in their industry
Investment process The environmental and social research of the Zurich "Kantonalbank" provides a sustainable investment universe which is based on extensive analysis process. 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 n.s.
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*
- embryonic research
- banned weapons
- 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)
- chlorine or agrochemicals
- 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 power
- 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