Equity Responsible Switzerland All Cap
- Fund
- Equity
- Switzerland
- ESG Product
Product details
NAV Price
Current
Performance
Since 1 Year
Evolution in reference currency (base value 100)
- 1 Current
- 2 Benchmark
| Timespan | Current | Benchmark | Diff. |
|---|---|---|---|
| 3 months | +0.01% | +0.03% | 0.02% |
| 6 months | -1.86% | -1.82% | 0.04% |
| Year to date | N/A | N/A | N/A |
| 1 year | N/A | N/A | N/A |
| 3 years | N/A | N/A | N/A |
| 5 years | N/A | N/A | N/A |
| 10 years | N/A | N/A | N/A |
| Since inception | -0.25% | -0.21% | 0.04% |
Data updated on 29 August 2025 Past performance is no indication of current or future performance. Fees and commissions incurred at fund level are included in the performance indicated. However, the performance data do not take account of the commissions and costs incurred on the subscription and redemption of units or shares.
Strategy
The fund is managed using an indexed approach and is characterised by a broad diversification and a low tracking error. The investment objective is to replicate the benchmark SPI® ESG Total Return. There is no securities lending and there are no direct investments in securities recommended for exclusion by the Swiss Association for Responsible Investments (www.svvk-asir.ch).
Contact us
Let's get in touch.
Related Topics
Global Corporates: ESG-oriented investing with short maturities and stable returns
In a challenging market environment, corporate bonds offer stability and attractive return opportunities.
- Fixed income
- Responsibility (ESG)
Privado: Open-ended infrastructure fund for private investors
As one of the first ELTIF 2.0 infrastructure funds (investment volume of €125 million as of June 2025), Privado offers international private investors access to an innovative and promising asset class – with investments starting at just €1,000.
Infrastructure