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

Ranked 2523 out of 3341 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 : 30/09/2017 - 30/09/2018
  • Rank 2523/3341 Total Return
  • Rank 61/3341 Standard Deviation
  • Rank 532/3341 Max Drawdown
Fund Name Currency Risk
59 Perspective Universal Sel 90 Tim Optim USD 2 Cap USD

5.5

60 Castle Focus Fund;Investor USD

5.6

61 First Eagle Amundi International Fund - AU (C) USD

5.6

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

Currency exposure is hedged

Currency exposure is hedged

CHF

5.6

63 Mercer Socially Responsible Global Shares-Hedged

Currency exposure is hedged

Currency exposure is hedged

AUD

5.6

Fund Name Currency Loss
530 Fidelity Funds - Inst Global Focus I-ACC-EUR USD

-5.4%

530 Momentum Global Growth A USD

-5.4%

532 Regard Actions Internationales USD

-5.4%

532 BlackRock Scientific International Equity USD

-5.4%

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

Currency exposure is hedged

Currency exposure is hedged

CHF

-5.4%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8% -1.6% 1.7%
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 size768Mn
  • 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).