Zwitserleven Selectie Fonds

About the fund

  • This fund promotes environmental and social characteristics.
  • Invests in a diversified portfolio of global real estate companies, global high-yield bonds, emerging market bonds, and private loans to financial institutions in emerging markets and developing countries.
  • Minimum 20% sustainable investments.
  • Managed by specialized fund managers and has relatively low costs.

Fund data

  • ISIN
    No data available –
  • NAV
    €38.18
  • Trading rate
    €38.24
  • Date
    04-12-2024
  • Morningstar
    Morningstar not available
  • SFDR
    SFDR 8
  • Category
    Mix
  • Currency hedging
    Non-hedged
  • Regime
    AIFMD
  • Region
    World

Who is the fund for?

Zwitserleven Selectie Fonds is well-suited for investors who expect to achieve higher returns in the long term from a broad mix of various investment categories with a higher risk profile. And that wish to invest responsibly.

What does the fund invest in?

Zwitserleven Selectie Fonds promotes environmental and social characteristics. The investment objective is to achieve a return that is at least equal to the return of the composite benchmark. The benchmark consists of:

  • 43% Global Property Research Sustainable Real Estate Index Global,
  • 30% JP Morgan Emerging Markets Bond Index Global Diversified 1-10 years (euro hedged),
  • 20% Bloomberg Barclays Global High Yield Corporate Index (euro hedged),
  • 7% a return that, after costs, is at least equal to 3%.
Period per 31-10-2024 YTD 1 year 3 years 5 years
Fund 5,29% 20,52% -1,38% 0,24%
Benchmark 5,09% 20,80% -1,72% -0,05%

View performance

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The chart is based on daily returns calculated using the net asset value and adjusted for dividend distributions.

ESG Dashboard

Explore the ESG Dashboard for detailed sustainability information at the fund level (in Dutch).

View the detailed information

Extra information

Sustainability related information

As a fund manager, Cardano has a ‘Principal Adverse Impact Statement‘. Indicators of adverse sustainability impacts applicable at the product level are included for each fund in the sustainability-related information, as well as in the pre-contractual sustainability information annexed to the prospectus. Scores on these indicators are included for each fund in the periodic sustainability information, which is annexed to the fund’s annual report. Therefore, Cardano does not publish a ‘Principal Adverse Impact Statement’ at the product level, i.e., for each fund.

Zwitserleven Selectie Fonds is a sub-fund of Zwitserleven Institutionele Beleggingsfondsen. The manager of Zwitserleven Selectie Fonds is Cardano Asset Management N.V. (formerly ACTIAM N.V.). Cardano and the fund are registered with the AFM (Dutch Authority for the Financial Markets). A prospectus and Key Information Document are available for this sub-fund. The information displayed on this webpage should not be considered as investment advice.