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
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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.