Swiss Life Index Funds (CH) Equity Switzerland All Cap AM
Fund
ISIN CH1318028920 / Valor 13180289
NAV (2025-01-15)
CHF 1,025.97+0.73%
Swiss Life Index Funds (CH) Equity Switzerland All Cap AM
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General Objective
The fund aims to replicate the benchmark SPI® Total Return using an indexed approach with broad diversification and low tracking error. The investment objective is to achieve this benchmark without securities lending or direct investments in securities recommended for exclusion by the Swiss Association for Responsible Investments.
Fund Exposure
The fund is primarily exposed to Swiss equities, with main positions in companies such as Nestle, Novartis, and Roche. The portfolio is heavily weighted towards the Health Care sector, followed by Financials, Consumer Staples, and Industrials. The fund is focused on Swiss securities, with minimal exposure to other countries or regions.
Risks
Investors should be aware that this fund presents a risk of capital loss. Historical information used to calculate the synthetic risk indicator may not accurately predict the fund's future risk profile. The risk category associated with this fund is not guaranteed and may change over time, with higher risk potentially leading to higher rewards.