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

Swiss Life Funds (LUX) Multi Asset Balanced SF Cap

Fund

ISIN LU2083923529 / Valor 51248038

NAV (2025-11-20)
EUR 106.82+0.05%

Swiss Life Funds (LUX) Multi Asset Balanced SF Cap
UMushroom community rating:

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

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.05%EUR 177.42
Swiss Life Funds (LUX) Multi Asset Balanced M - Cap
Swiss Life Funds (LUX) Multi Asset Balanced M - Cap Swiss Life Funds (LUX) Multi Asset Balanced M - Cap Valor: 39850683
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.05%EUR 130.55