Sustainable Investing in Switzerland: How to Choose ESG Funds
What the labels mean, how to compare funds and the trade-offs with cost and performance.
4 min read · Savings & Investing
Life situations: Investing and Wealth Building
Sustainable funds consider environmental, social and governance factors.
Different approaches
- Exclusions of sectors such as weapons or coal.
- Best-in-class selection.
- Impact investing with specific goals.
- Value with low-cost ETF
- Value with active fund
Example with default values. Open the calculator →
Check before buying
Read the fund documents, compare fees and holdings, and watch out for greenwashing. Costs are often higher than for plain index funds.
Weigh costs
Performance and expectations
Sustainable funds can perform better or worse than the broad market. Do not expect a guaranteed advantage; choose them because they match your values and accept possible differences.
Use the fee impact calculator to see what a higher fee costs over time.
Try it yourself: Fund Fee Impact (TER)
Change any input and the result updates instantly. Nothing you enter is sent to a server.
- Value with active fund
- CHF 430'186
- Cost of the higher fees
- CHF 118'252
- Share of ETF value lost to fees
- 21.56 %
- Value with low-cost ETF
- Value with active fund