At PARSUMO we take sustainability seriously. Our PARSUMO funds are managed according to a sustainable and predominantly indexed approach. They aim to benefit from the growth potential of capital markets for traditional asset classes. Sustainability criteria in the areas of environmental, social and corporate governance are taken into account wherever possible.
The sustainability strategy of PARSUMO
| Fund | PARstrategie nachhaltig 25 ESG Fonds | PARstrategie nachhaltig 45 ESG Fonds |
|---|---|---|
| Equity quota | ~25% | ~45% |
| Investor profile | conservative | balanced |
| Expected long-term return p.a. | 2.1% | 3.6% |
| Investment horizon | ~6 years | ~8 years |
| Expected return fluctuation in 2 out of 3 years | -2.9% to +7.0% | -5.1% to +12.3% |
| Swiss Franc quota | ~95% | ~85% |
| ISIN | CH0205879213 | CH0185662878 |
| Valor | 20587921 | 18566287 |
| Market data |  | |
| Factsheet |
|
|
| Key investor information document (in German) |  | |
| Fund prospectus (in German) | | |
| Investment guidelines | - BVV2/OPP2 compliant - according to fund prospectus | - according to fund prospectus |
Balanced core investment, managed according to a sustainable, evidence-based approach
In our funds, different asset classes (bonds, equities, real estate, gold) are passively tracked primarily with sustainable index funds and ETF (Exchange Traded Funds). PARSUMO pursues the goal of the broadest possible diversified coverage. The portfolio components used are periodically and systematically reviewed with regard to many quantitative as well as qualitative characteristics.
The target weighting of the asset classes is adhered to. Fluctuations in the markets cause your investments to move away from the optimal target allocation. PARSUMO ensures that the fund portfolio is regularly brought back to its ideal target size (rebalancing).
Scientific studies show that passive or index-tracking strategies outperform comparable active strategies over a longer time horizon. For several years, this investment philosophy has enjoyed increasing popularity.
Many institutional investors are increasingly focusing their investment strategy on sustainability. And there are good reasons for this: on the one hand, sustainable investing makes an important contribution to mitigating climate change; on the other hand, the expected returns are similar, if not slightly higher. Read about the impact of sustainable investing in the PARSUMO funds in our blog.
Further fund details
| Reference Currency | CHF |
| Suitable as | Sustainable core investment |
| Minimum requirement for initial subscription | none |
| Investment universe | 8 Asset Classes Liquidity, Domestic Equities, Foreign Equities, Domestic Bonds, Foreign Bonds, Inflation-linked Bonds, Real Estate, Gold |
| Instrument types | Well diversified portfolio predominantly structured using indexfunds and ETFs containing appr. 4.000 individual securities |
| Legal Status/Domicile of fund | Investment Fund/Switzerland |
| Number of transactions | ~10% of portfolio p.a. (incl. rebalancing) |
| DIvidends | Accumulating |
| Custodian | Northern Trust Global Services SE, Leudelange, Luxembourg, Zweigniederlassung Basel |
| Fund Management | LLB Swiss Investment AG |
| Investment Manager | PARSUMO Capital AG, Förrlibuckstrasse 30, 8005 Zurich |
| Supervision | Swiss Financial Market Supervisory Authority (FINMA), Bern |
