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Swiss Life Index Funds (Lux) - Income R (EUR)

Ranked 591 out of 931 in - Conservative EUR over 12 months
All calculations are in EUR unless stated

Objective

The objective of this Sub-Fund is to achieve medium to long term optimal investment returns based on a Euro perspective. Taking advantage of international diversification opportunities, the fund invests, after deduction of liquid assets, at least two thirds of its net assets in stock and bond indices products, through investments via UCITS and/or other UCIs (including but not limited to ETFs) or via derivative instruments. In addition and cumulatively to the rule defined above, at least 51% of the net assets shall consist of investments directly or indirectly into bonds, notes or similar fixed or variable debt instruments.

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

Performance

Conservative EUR over : 30/04/2017 - 30/04/2018
  • Rank 591/931 Total Return
  • Rank 630/931 Standard Deviation
  • Rank 645/931 Max Drawdown
Fund Name Currency Risk
628 ING Priv Banking Opti Select Modt B Dis EUR

2.8

628 Ecureuil Profil 30 C EUR

2.8

630 Base Investments Flexible Low Risk Exposure EUR EUR

2.8

630 Weberbank Premium 30 EUR

2.8

630 Jyske Invest Stable Strategy EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.8

630 Swiss Life Index Funds (Lux) - Income R (EUR) EUR

2.8

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6%
2017 0.9% 0.7% -1.0% 0.6% 0.7%
2016 3.7% 0.1% 1.9% 1.2% 0.5%
2015 0.2% 6.5% -5.4% -2.6% 2.1%
2014 11.0% 2.6% 3.3% 2.3% 2.4%
2013 7.0% 0.9% 0.1% 2.8% 3.0%
2012 11.4% 5.7% -1.8% 4.5% 2.8%
2011 -1.4% -0.6% 0.9% -3.3% 1.8%
2010 0.1% 1.7% -2.4% 2.1% -1.2%
2009 10.5% -0.5% 1.6% 5.5% 3.7%
2008 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg

Fund Info

  • Launch date31/07/2008
  • Share Class size147Mn
  • Base currencyEUR
  • ISIN LU0362483272

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.30%
  • Initial investment0

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