Swiss Life Index Funds (CH) Equity Switzerland All Cap AM header image

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.

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Source

https://invest.swisslife-am.com/detail/a0D3V00001MwodqUAB/a0r3V000003jDpSQAU?setLocale=de

Tags:
spi equity switzerland broad diversification

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OTHER SHARE CLASSES OF THIS FUND

Swiss Life Index Funds Eq CH All Cap I
Swiss Life Index Funds Eq CH All Cap I Swiss Life Index Funds Eq CH All Cap I Valor: 13180289
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Annual Return

-50%0%+50%

Risk level

110
0.73%CHF 1,025.12
Swiss Life Index Funds (CH) Equity Switzerland All Cap M-Cap
Swiss Life Index Funds (CH) Equity Switzerland All Cap M-Cap Swiss Life Index Funds (CH) Equity Switzerland All Cap M-Cap
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Annual Return

-50%0%+50%

Risk level

110
0.73%CHF 965.62