Zürcher Kantonalbank is launching three new sustainable thematic funds

Zurich, 6 September 2024

  • Zürcher Kantonalbank Asset Management is expanding its range of sustainable investment strategies to include the themes of “Circular Economy”, “Healthy Longevity” and “Digital Economy”.
  • Swisscanto thematic funds are suitable for investors who wish to invest independently of the traditional boundaries of investment funds and on the basis of high-growth mega-trends.
  • The funds focus on companies that provide technologies and innovative solutions for upcoming challenges and that have the potential to participate disproportionately in future mega-trends with their products and services.
  • The new launches complement the existing range of sustainable Swisscanto thematic funds and underline the tradition of sustainable investments.

Zürcher Kantonalbank Asset Management has today launched three new sustainable thematic funds. These funds are intended to enable investors to participate in the considerable prospects for growth in the global investment themes of “Circular Economy”, “Healthy Longevity” and “Digital Economy”. The thematic equity funds invest in companies, regardless of industry and sector, that offer promising solutions for the themes addressed.

Spotlight on these three global investment themes

The “Swisscanto (LU) Equity Fund Sustainable Circular Economy” sustainable thematic fund aims to enable investors to benefit from the transition from linear business practices to a resource-conserving circular economy. The main goal is to decouple economic growth from the consumption of raw materials and to overcome the constraints associated with the availability of natural resources. The fund focuses on companies that offer and develop innovative technologies and solutions that are likely to drive this transformation and benefit accordingly.

The sustainable thematic fund “Swisscanto (LU) Equity Fund Sustainable Healthy Longevity” addresses the issue of “healthy ageing” – a theme that is gaining in importance in almost all countries in view of rising life expectancy. Maintaining good health from an early age is key to being able to enjoy old age and overcome the individual and societal challenges associated with ageing. The fund invests in the mega-trend of population ageing with an emphasis on the challenges and solutions arising from demographic trends.

The “Swisscanto (LU) Equity Fund Sustainable Digital Economy” fund is the third newly launched sustainable fund. Its investment theme is a driving force behind economic prosperity in almost all areas of life and the economy – from global trade, communications and security to research and development.

The digital economy fosters transformation in a wide range of industries and should therefore also contribute to greater sustainability. The thematic fund invests in companies that are expected to benefit from the expansion of the digital economy.

Wide product range with tradition

The three new thematic funds supplement the existing range of sustainable thematic funds of “Swisscanto (LU) Equity Fund Sustainable Water” and “Swisscanto (LU) Equity Fund Sustainable Climate”. The existing Swisscanto thematic funds focus on prospects for growth in the two investment themes of “Water” and “Climate”. Thematic investments with a focus on sustainability have a long tradition at Zürcher Kantonalbank. For example, the two funds have 17 years of expertise in the areas of “Water” and “Climate”. Zürcher Kantonalbank has been conducting sustainability research since as early as 1996.

Zürcher Kantonalbank Asset Management

Zürcher Kantonalbank is a leading universal bank in the Greater Zurich Area, with national roots and international reach. It is an independent public-law institution of the canton of Zurich. Proven specialists at Zürcher Kantonalbank Asset Management develop high-quality investment and pension solutions for private investors, companies and institutions. The bank is known for its pioneering role in sustainable investments; the Swisscanto funds it manages regularly achieve national and international recognition.

Legal Information

This document serves informational and promotional purposes. It does not constitute an offer or a recommendation to acquire, hold or sell financial instruments or to purchase products or services, nor does it form the basis of any contract or commitment whatsoever.
The products and services described in this document are not available to US persons under the relevant regulations (in particular Regulation S under the US Securities Act of 1933). This document is intended for distribution in Switzerland and is not directed to investors in any other jurisdiction.
The document has been prepared by Zürcher Kantonalbank with due diligence and may contain information from carefully selected third party sources. However, Zürcher Kantonalbank does not guarantee the accuracy and completeness of the information contained therein and disclaims any liability for damages resulting from the use of the document. The recipient is advised to check the information, if necessary with the assistance of an advisor, for compatibility with his or her personal circumstances and for legal, regulatory, tax and other implications. The information contained in this document may be changed by Zürcher Kantonalbank at any time without prior notice.
Please note that any information on historical performance is not an indicator of current or future performance and that any performance data shown may not take into account the commissions and costs charged on the issue and redemption of fund units. Any estimates of future returns and risks contained in the document are for information purposes only. Zürcher Kantonalbank does not provide any guarantee in this regard. Every investment is associated with risks, in particular those of fluctuations in value, returns and possibly exchange rates. With regard to any statements concerning sustainability, it is pointed out that there is no generally accepted framework in Switzerland and no generally applicable list of factors to be taken into account in order to ensure the sustainability of investments.
This document has not been prepared by the "Financial Analysis" department within the meaning of the "Guidelines to Ensure the Independence of Financial Analysis" issued by the Swiss Bankers Association and is consequently not subject to these guidelines.
Unless otherwise stated, the information in this document refers to Swisscanto funds domiciled in Switzerland ("Swisscanto (CH)") and/or investment groups of Swisscanto Investment Foundations.
The sole binding basis for the acquisition of Swisscanto funds are the current fund documents (e.g. fund contracts/contractual conditions, prospectuses, essential investor information or basic information sheets as well as annual reports), which can be obtained at swisscanto.com, from Swisscanto Fondsleitung AG, Bahnhofstrasse 9, 8001 Zurich or from all offices of Zürcher Kantonalbank.
The sole binding basis for investments in investment groups of the Swisscanto Investment Foundations are the statutes, regulations, investment guidelines and any prospectuses of the Swisscanto Investment Foundation or the Swisscanto Avant Investment Foundation. These can be obtained from the Swisscanto Investment Foundations, Bahnhofstrasse 9, 8001 Zurich.

© 2024 Zürcher Kantonalbank. All rights reserved.