SF (Lux) SICAV 2 - Guaranteed Life Design 2019 I header image

SF (Lux) SICAV 2 - Guaranteed Life Design 2019 I

Fund

ISIN LU0428412265 / Valor 10159759

NAV (2024-05-31)
CHF 128.35%

SF (Lux) SICAV 2 - Guaranteed Life Design 2019 I
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General Objective

The fund aims to deliver the return of the Dynamic Portfolio through a CPPT algorithm, allocating between reserve assets and active assets, which include the Swiss Market Index and EURO STOXX 50. Investors can redeem their units daily, but this fund may not be suitable for short-term investors.

Fund Exposure

This fund is exposed to international equity and bond markets, actively allocating between these asset classes based on market conditions. The fund's risk category is lower due to the diversified exposure, but it may face risks from over-the-counter instruments and less liquid investments.

Risks

Investors should be aware of potential counterparty default risk due to over-the-counter instruments, as well as price fluctuations in less liquid instruments. While a Capital Guarantee limits downside risk, investors should consider the entry and exit charges, which can reduce the potential growth of their investment.

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Source

https://www.ubs.com/lu/en/assetmanagement/funds/asset-class/lu0428412265-sf-lux-sicav-2-guaranteed-life-design-2019-i-pd001.html

Tags:
swiss market index dynamic portfolio fixed interest

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