Swiss Life Funds (LUX) Multi Asset Balanced M - Cap header image

Swiss Life Funds (LUX) Multi Asset Balanced M - Cap

Fund

ISIN LU1749126451 / Valor 39850683

NAV (2025-11-27)
EUR 132.61+0.30%

Swiss Life Funds (LUX) Multi Asset Balanced M - Cap
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Swiss Life Funds (LUX) Multi Asset Bal. manages a diversified portfolio by investing in both fixed income and equity securities across multiple global regions. Each month, the fund adjusts its allocations between these asset classes and different geographic areas using quantitative investment models to maintain a balanced investment strategy. It emphasizes long-duration bonds to mitigate economic slowdown risks and focuses on selecting U.S. equities to enhance the equity portion of the portfolio. This approach aims to provide a stable and diversified investment suitable for investors seeking a balanced exposure to various markets and asset types.

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Tags:
esg bonds dj euro stoxx 50 jpmorgan government bond index broad

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OTHER SHARE CLASSES OF THIS FUND

Swiss Life Funds (LUX) Multi Asset Balanced R - Cap
Swiss Life Funds (LUX) Multi Asset Balanced R - Cap Swiss Life Funds (LUX) Multi Asset Balanced R - Cap Valor: 4278274
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Annual Return

-50%0%+50%

Risk level

110
0.30%EUR 180.18
Swiss Life Funds (LUX) Multi Asset Balanced SF Cap
Swiss Life Funds (LUX) Multi Asset Balanced SF Cap Swiss Life Funds (LUX) Multi Asset Balanced SF Cap Valor: 51248038
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Annual Return

-50%0%+50%

Risk level

110
0.29%EUR 108.46