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Swiss Life Funds (CH) Eq GlobPrEnh (CHF hdg) I-A1

Ranked 2820 out of 3331 in - Global over 12 months
All calculations are in CHF unless stated

Managed by

Tatjana Puhan

Objective

This fund invests primarily directly or indirectly in equity securities and participation rights (shares, dividend-right certificates, cooperative shares, participation certificates, etc.) of domestic and foreign companies, in derivatives, as well as in other investments permitted under the fund contract. The focus of the investment universe of the fund is on the major foreign stock exchange indices (especially S & P 500, EURO STOXX 50, FTSE 100 and Nikkei 225), and the SMI.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/07/2017 - 31/07/2018
  • Rank 2820/3331 Total Return
  • Rank 73/3331 Standard Deviation
  • Rank 555/3331 Max Drawdown
Fund Name Currency Return
2819 SWC (CH) Portfolio Fund I - Focus AA CHF USD

2.6%

2820 Swiss Life Funds (CH) Eq GlobPrEnh (CHF hdg) I-A1

Currency exposure is hedged

Currency exposure is hedged

CHF

2.6%

2821 Dynamic Global Equity Income Srs A USD

2.5%

2822 Marathon Stiftungsfonds LAC USD

2.5%

Fund Name Currency Risk
71 Orbis Optimal SA USD

Currency exposure is hedged

Currency exposure is hedged

USD

5.6

72 Global Focused Equity Fund SICAV A USD

5.7

73 Fiducian International Shares

Currency exposure is hedged

Currency exposure is hedged

AUD

5.7

73 Swiss Life Funds (CH) Eq GlobPrEnh (CHF hdg) I-A1

Currency exposure is hedged

Currency exposure is hedged

CHF

5.7

75 Robeco QI Inst Global Developed Conserv Eqs Fd III USD

5.7

Fund Name Currency Loss
555 BlackRock Scientific International Equity USD

-5.4%

555 Swiss Life Funds (CH) Eq GlobPrEnh (CHF hdg) I-A1

Currency exposure is hedged

Currency exposure is hedged

CHF

-5.4%

555 Regard Actions Internationales USD

-5.4%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8% -1.6%
2017 11.2% 3.4% 2.2% 1.6% 3.6%
2016 0.3% -2.5% 0.8% 0.2% 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date02/11/2015
  • Share Class size774Mn
  • Base currencyCHF
  • ISIN CH0299461902
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in CHF).