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

Ranked 3160 out of 3288 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 : 30/04/2017 - 30/04/2018
  • Rank 3160/3288 Total Return
  • Rank 77/3288 Standard Deviation
  • Rank 825/3288 Max Drawdown
Fund Name Currency Return
3158 CV Strategiefonds CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.5%

3159 CATAM Global Equity Fund USD

2.5%

3160 Swiss Life Funds (CH) Eq GlobPrEnh (CHF hdg) I-A1

Currency exposure is hedged

Currency exposure is hedged

CHF

2.5%

3160 IG Mackenzie Ivy Foreign Equity Class Series A USD

2.5%

3162 Legg Mason RARE Infra Val Pr EUR Acc USD

2.5%

Fund Name Currency Loss
825 SK Welt - A - EUR USD

-5.4%

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

Currency exposure is hedged

Currency exposure is hedged

CHF

-5.4%

825 Regard Actions Internationales USD

-5.4%

825 Consultinvest Bilanciato C USD

-5.4%

825 Etica Azionario R USD

-5.4%

825 BlackRock Scientific International Equity USD

-5.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8%
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 size770Mn
  • 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).