Swiss Life Funds (LUX) Bond Inflation Protection I EUR Cap header image

Swiss Life Funds (LUX) Bond Inflation Protection I EUR Cap

Fund

ISIN LU0461808106 / Valor 10674754

NAV (2025-04-23)
EUR 94.12+0.24%

Swiss Life Funds (LUX) Bond Inflation Protection I EUR Cap
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General Objective

The fund aims to protect against inflation by investing in international bonds using a "break even" strategy, primarily focusing on inflation-linked bonds rated Investment Grade and hedging against interest rate risk.

Fund Exposure

The fund is exposed to government and related sectors, with a significant allocation to bonds from the United States and Europe. The portfolio consists of mainly Investment Grade inflation-linked bonds, with an actively managed break-even exposure.

Risks

Investors should be aware of the risk of capital loss associated with this fund, as well as the potential impact of market fluctuations on the performance of the portfolio. Additionally, historical performance may not accurately predict future results, and the fund's risk category is subject to change over time.

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Source

https://invest.swisslife-am.com/detail/a0D3V000000RzxjUAC/a0r3V000002BSN3QAO?setLocale=en

Tags:
fixed income inflation protection

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OTHER SHARE CLASSES OF THIS FUND

Swiss Life Funds (LUX) Bond Inflation Protection R EUR Cap
Swiss Life Funds (LUX) Bond Inflation Protection R EUR Cap Swiss Life Funds (LUX) Bond Inflation Protection R EUR Cap Valor: 10674747
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Annual Return

-50%0%+50%

Risk level

110
0.25%EUR 87.04