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
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
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.
Content summarized by AI chatbot
Tags:
esgbondsdj euro stoxx 50jpmorgan government bond index broad
Ratings & reviews
0.00
0 votes
Performance:
0.00
Innovation:
0.00
Society:
0.00
Nature:
0.00
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
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