What products do frankly investment products invest in?
frankly’s investment products invest in target funds, which in turn invest in other funds. Investments are made in one to three target funds per asset class. In total, the investment products comprise between 1,300 and 15,000 individual securities.
Sustainability
All active Swisscanto investment products in frankly follow a responsible or strictly sustainable approach.
Here you will find an overview of the 3a investment products and here of the vested benefits investment products.
Find out more about the sustainability of Swisscanto Invest by Zürcher Kantonalbank.
Note Nestlé
In the Sustainable approach, companies that are involved in a number of controversial business activities are excluded from investment. However, Nestlé is not involved in controversial activities of this kind and also performs better than the average from an ESG perspective within the relevant peer group (sector) – a so-called ESG leader – which means that investing in it is permitted. Suboptimal aspects or aspects which can be improved on from a sustainability perspective are addressed through an active influence (engagement). Many such activities are currently ongoing for Nestlé.
In terms of asset allocation, the Swiss equity market has a relatively high strategic weighting in all products. In addition to this, Nestlé currently represents the highest weighting in the Swiss equity market, meaning that Nestlé is often also the largest portfolio item overall.