Swiss Life ESG Mortgage Fund A3
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General Objective
The "Swiss Life ESG Mortgage Fund" aims to invest in Swiss mortgage loans with a focus on risk diversification and sustainability criteria, in order to generate returns for investors.
Fund Exposure
The fund is primarily exposed to Swiss mortgage loans, with a geographical spread across different regions in Switzerland. The majority of the fund's assets are invested in mortgages with loan-to-value ratios above 70%, focusing on properties such as single-family homes, condominiums, and properties used for commercial purposes.
Risks
Investors should be aware that the value of fund units may decrease or increase, and there is a possibility of total loss of capital invested. Historical performance is not indicative of future results, and the fund's performance does not include costs incurred at the customer level, such as subscription and redemption fees. Additionally, the fund may not be offered for sale or sold in the USA or on behalf of US citizens or residents.