Swiss Life Funds (CH) Equity Global Protect Enhanced (CHF hedged) I-A2 header image

Swiss Life Funds (CH) Equity Global Protect Enhanced (CHF hedged) I-A2

Fund

ISIN CH0299461951 / Valor 29946195

NAV (2024-12-02)
CHF 134.83+0.03%

Swiss Life Funds (CH) Equity Global Protect Enhanced (CHF hedged) I-A2
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The fund aims to protect capital and enhance returns by investing in global equity market indices with market-capitalization or alternative weighting schemes, using put options as a hedge and dynamically adjusting them based on market conditions.

Fund Exposure

The fund is primarily exposed to global equity markets, with a sector breakdown that includes communication services, consumer staples, information technology, financials, and healthcare. The fund's geographic exposure is mainly focused on the United States, with top positions in companies such as T-MOBILE US INC, WALMART INC, and INTL BUSINESS MACHINES CORP.

Risks

Investors should be aware of the risk of capital loss associated with this fund, as well as the potential impact of currency fluctuations on the portfolio due to foreign currency hedging against the CHF. Additionally, past performance is not indicative of future results, and fees and commissions incurred at fund level are included in the performance data provided.

Content summarized by AI chatbot
Source

https://invest.swisslife-am.com/detail/a0D3V000000RzzPUAS/a0r3V000002BSNfQAO?setLocale=en

Tags:
msci world global equity option overlay

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 Funds (CH) Equity Global Protect Enhanced (CHF hedged) R-A3
Swiss Life Funds (CH) Equity Global Protect Enhanced (CHF hedged) R-A3 Swiss Life Funds (CH) Equity Global Protect Enhanced (CHF hedged) R-A3 Valor: 29946196
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.03%CHF 138.64
Swiss Life Funds (CH) Equity Global Protect Enhanced I-A1
Swiss Life Funds (CH) Equity Global Protect Enhanced I-A1 Swiss Life Funds (CH) Equity Global Protect Enhanced I-A1 Valor: 29946190
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.95%CHF 134.39