Swiss Life Funds (LUX) Equity USA AM EUR Cap
ISIN LU1681197478 / Valor 38234843
Swiss Life Funds (LUX) Equity USA AM EUR Cap
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Swiss Life Funds (LUX) Equity ESG USA invests in large U.S. listed companies by systematically selecting stocks each month based on various risk factors. The portfolio emphasizes sectors such as semiconductors, equipment, and retailing, benefiting from increased allocations in these areas. It maintains significant positions in companies like Davita, Crown Castle, and LAM Research, while intentionally reducing holdings in major firms such as Meta, Tesla, and Apple. Additionally, the fund focuses on low beta and mid-cap stocks, particularly within the health care services sector, to shape its investment strategy.
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