Swiss Life ESG Mortgage Fund A3 header image

Swiss Life ESG Mortgage Fund A3

Fund

ISIN CH1117101878 / Valor 11171018

NAV (2024-12-31)
CHF 974.46-0.41%

Swiss Life ESG Mortgage Fund A3
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
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.

Content summarized by AI chatbot
Source

https://invest.swisslife-am.com/detail/a0D3V000000SazPUAS/a0r3V000002BSQeQAO?setLocale=de

Tags:
esg mortgage

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Swiss Life ESG Mortgage Fund A1
Swiss Life ESG Mortgage Fund A1 Swiss Life ESG Mortgage Fund A1 Valor: 11171018
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.43%CHF 963.64