Inhaltsseite:Participate in sustainable performance

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Participate in sustainable performance

For a double return: invest in a sustainability fund and make a contribution for future generations.

Where style meets performance

Motorcyclists switching from conventional fuel to electric will certainly want to know whether an electric motorcycle can deliver the acceleration they are accustomed to on the road. The answer is yes!

Performance of sustainable investments

There is a stubbornly held view that sustainable investments can only be achieved with a reduction in financial performance.

The truth is that what applies to the transition to electromobility also applies to sustainable investment: No compromise on performance is required. Return on sustainable investments is comparable to that on conventional investments. This has been scientifically proven several times recently. We firmly believe that companies and countries that act sustainably have considerable competitive advantages in the long term, because they are more successful at incorporating relevant current and future challenges into their strategies. As an investor, you not only participate in their performance, but also choose a smart approach to contribute to the well-being of present and future generations.

For present and future generations

For us, sustainability does not begin merely with explicitly sustainable funds. In recent years, we have firmly established the principle of sustainability in the Swisscanto fund range.

We have developed a sophisticated multi-stage selection process to ensure that we select the best equities and bonds for you.
 

Exercising of voting rights

We consistently and responsibly exercise voting rights across the board – in other words, in all investment vehicles. We publish our sustainability guidelines on the exercising of voting rights and our very specific voting behaviour.

Exclusion criteria

The most well known and widely practised step for sustainable investments is the use of exclusion criteria. This eliminates certain companies and countries from the outset, such as arms manufacturers.

ESG criteria

Sustainability is increasingly being used as an assessment criterion for reducing investment risks – by both companies and investors. But how do companies make their risks transparent and measurable? The sustainable link between companies and investors/analysts is founded on what are known as the Environmental, Social and Governance (ESG) criteria. We use these criteria to make companies' sustainability risks and efforts highly transparent.

Two transparent product lines

We anchor the issue of sustainability in relation to our entire fund range on the three steps of exclusion, ESG and exercising of voting rights. For those investors who seek a high or the highest sustainable efficiency of their investment strategy, we can offer the product lines „Responsible“ and „Sustainable“.
 

Responsible vs. Sustainable

Product line Responsible Sustainable
Objective
  • Systematic reduction of ESG risks
  • Systematic focus on returns with societal value
Exclusion criteria
  • Limited exclusion criteria
  • Exclude around 5 – 10% of companies
  • Broad exclusion criteria
  • Exclude around 20% of companies
ESG criteria
  • "Laggard out": Through analysis of 45 ESG criteria, the least sustainable companies are excluded
  • "Best in class": Through analysis of 45 ESG criteria, the most sustainable companies are identified
Sustainability impact
  • none
  • By means of impact analysis, the companies with the highest societal benefits and strong growth prospects are identified
Result
  • Responsible investment universe
  • Initial universe reduced by about 20%
  • Sustainable investment universe
  • Initial universe reduced by about 70%
Implementation
  • Selection of equities and bonds from the Responsible investment universe for our responsible funds, whose risk/return profile is comparable to traditional funds
  • Selection of equities and bonds from the Sustainable investment universe for our sustainability-focused funds, whose risk/return profile differs from that of traditional investments

Responsible funds product line

Swisscanto Portfolio Funds Responsible invest in a wide range of bonds and equities. They are ideal for investors who wish to exclude the most negative companies in terms of sustainability while still looking for a traditional risk/return profile.

Funds are available in CHF, EUR and USD for every requirement and type of investor with a range of risk classifications.
 

Fund  Category  Detail 
Swisscanto (LU) Portfolio Fund Responsible Relax
  • 70-100% bonds
  • 0-30% equities
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Swisscanto (LU) Portfolio Fund Responsible Select
  • 65-90% bonds
  • 10-35% equities
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Swisscanto (LU) Portfolio Fund Responsible Balance
  • 35-80% bonds
  • 20-65% equities
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Swisscanto (LU) Portfolio Fund Responsible Ambition
  • 15-60% bonds
  • 45-85% equities
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Swisscanto (LU) Portfolio Fund Responsible Focus
  • 0-45% bonds
  • 55-100% equities
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Swisscanto (LU) Equity Fund Systematic Responsible Global
  • 100% equities 
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Swisscanto (LU) Equity Fund Systematic Responsible Eurozone
  • 100% equities
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Swisscanto (LU) Equity Fund Systematic Responsible USA
  • 100% equities
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Swisscanto (LU) Equity Fund Systematic Responsible Japan
  • 100% equities
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Swisscanto (LU) Equity Fund Systematic Responsible Emerging Markets
  • 100% equities
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Sustainable funds product line

We offer investors wanting to achieve social benefits with their investments a comprehensive range of actively managed sustainable equity and bond strategies.

Equities

For our Swisscanto Equity Funds Sustainable we focus on equities in businesses whose products and services make a positive contribution to sustainable development. The sustainable funds are established actively and along a structured investment process with strict sustainability criteria. Our globally oriented Equity Fund Sustainable is supplemented by funds with a focus on Switzerland or emerging markets and the special sustainable themes of water and climate.
 

Fund  Category  Detail 
Swisscanto (CH) Equity Fund Sustainable
  • Benchmark: MSCI World (ND) TR
  • Equities in companies worldwide that contribute to solving social sustainability problems
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Swisscanto (CH) Equity Fund Sustainable Switzerland
  • Benchmark: (SPI)® Total Return
  • Equities of Swiss companies that contribute to solving social sustainability problems
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Swisscanto (LU) Equity Fund Sustainable Emerging Markets
  • Benchmark: MSCI Emerging Markets (ND) TR
  • Equities of companies with their registered office and/or business focus in an emerging market, which contribute to solving social sustainability problems
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Swisscanto (LU) Equity Fund Global Water Invest
  • Benchmark: MSCI World (ND) TR
  • Equities of companies worldwide that contribute to saving or protecting water
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Swisscanto (LU) Equity Fund Global Climate Invest
  • Benchmark: MSCI World (ND) TR
  • Equities of companies worldwide that contribute to avoiding carbon dioxide emissions
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Bonds

Swisscanto Bond Funds Sustainable combine our proven expertise in the area of fixed-income investments with a strict sustainability approach. Investors benefit from successful active management and can simultaneously make a contribution to solving the global growth dilemma by means of forward-looking investments.
 

Fund  Category  Detail 
Swisscanto (CH) Bond Fund Sustainable CHF
  • Benchmark: SBI® AAA-BBB Index TR
  • Bonds issued by domestic and foreign issuers in CHF that meet strict environmental and social requirements
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Swisscanto (LU) Bond Fund Sustainable Global Credit
  • Benchmark: ICE BofAML Global Corporate Index TR Hedged in CHF
  • Bonds and money market instruments from issuers worldwide that contribute to solving social sustainability problems
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Mixed funds

Our Swisscanto Portfolio Fund Sustainable invests worldwide in equities and debtors whose products and services make a positive contribution to sustainable development. The fund is managed actively and along a structured investment process with strict sustainability criteria. The various investment categories are managed according to their valuation and the stage in the economic cycle.
 

Fund  Category  Detail 
Swisscanto (LU) Portfolio Fund Sustainable Balanced
  • Benchmark: Customised
  • Equities and bonds of companies and issuers worldwide that comply with the principles of environmental and social sustainability
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Benefits and risks at a glance

Benefits

Broad, sustainable product range with a successful track record

  • Sustainable products for different investment needs
  • External support from interdisciplinary advisory committee of proven sustainability specialists
  • All Swisscanto sustainability funds bear the European transparency logo for sustainability funds
  • Active exercising of voting rights in the interest of our investors
  • Sustainable investments are not only suitable as an addition to a conventional portfolio; Swisscanto Invest's sustainable concept qualifies sustainable investments as a basic investment for every portfolio

100% Swiss Made Asset Management

  • More than 20 years of experience in the management of sustainable investments
  • In-house research team
  • Portfolio management of all funds in Zurich

Risks

  • The general risks of equity and bond investments also apply to sustainable investments
  • Any deterioration in the economic situation will also affect the upside potential
  • There are foreign currency risks when purchasing a foreign currency fund

Important notices

The information on this website is intended for distribution in Switzerland and is not intended for investors in other countries. The information is intended exclusively for advertising purposes and in no way constitutes investment advice or a recommendation. The sole binding basis for purchasing Swisscanto funds is the respective published documents (fund agreements, contract terms, prospectus and/or key investor information and annual reports). These can be obtained free of charge from www.swisscanto.ch or in paper form from Swisscanto Fund Management Company Ltd. ("Swisscanto"), Bahnhofstrasse 9, 8010 Zurich, which is the representative for Luxembourg funds, as well as from all branch offices of the cantonal banks in Switzerland and from Bank Coop AG, Basel. Funds marked with (LU) are constituted under Luxembourg law; The paying agent for Luxembourg-based funds is Basler Kantonalbank, Spiegelgasse 2, 4002 Basel. The information contained on this website has been compiled with the greatest of care by Swisscanto and the responsible Asset Management of Zürcher Kantonalbank. The information and opinions originate from reliable sources. Despite the professional procedure, Swisscanto and Zürcher Kantonalbank cannot guarantee the correctness, completeness or topicality of the information. Swisscanto and Zürcher Kantonalbank decline all liability for investments which are made on the basis of this website. The information on this website was not produced in compliance with statutory requirements for the guarantee of impartiality of financial analyses and is also not subject to the ban on trading following the publication of financial analyses. Every investment involves risks, especially with regard to fluctuations in value and return. Past performance is no indicator or guarantee of future success. Investments in foreign currencies are subject to exchange rate fluctuations. The information on this website must not be distributed and / or redistributed to any person (whether individual or entity) who may be a US person under Regulation S under the US Securities Act of 1933. By definition, "US person" includes any US resident, any corporation, company, partnership or other entity organised under any law of the United States; The categories under Regulation S also apply. The information on this website does not constitute an offer to sell or a solicitation or invitation to subscribe to or to make an offer to buy any securities, nor does it provide a basis for any contract or obligation of any kind.


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