Swiss Life Index Funds (CH) Equity Switzerland Small & Mid Cap R header image

Swiss Life Index Funds (CH) Equity Switzerland Small & Mid Cap R

Fund

ISIN CH1318029027 / Valor 13180290

NAV (2025-11-27)
CHF 1,013.47+0.38%

Swiss Life Index Funds (CH) Equity Switzerland Small & Mid Cap R
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Swiss Life Index Funds Eq CH S & M Cap focuses on a diversified portfolio of Swiss small and mid-cap stocks, aiming to mirror the SPI EXTRA Total Return benchmark. The fund employs an indexed investment strategy to ensure broad market coverage with minimal tracking error, avoiding securities lending and excluding companies flagged by the Swiss Association for Responsible Investments. By closely replicating the benchmark, the fund provides investors with exposure to a wide range of Swiss mid-sized companies, reflecting the overall performance of this segment of the Swiss equity market.

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Tags:
spi extra small mid cap equity switzerland

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OTHER SHARE CLASSES OF THIS FUND

Swiss Life Index Funds (CH) Equity Switzerland Small & Mid Cap K
Swiss Life Index Funds (CH) Equity Switzerland Small & Mid Cap K Swiss Life Index Funds (CH) Equity Switzerland Small & Mid Cap K
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Annual Return

-50%0%+50%

Risk level

110
0.38%CHF 1,011.91
Swiss Life Index Funds (CH) Equity Switzerland Small & Mid Cap AM
Swiss Life Index Funds (CH) Equity Switzerland Small & Mid Cap AM Swiss Life Index Funds (CH) Equity Switzerland Small & Mid Cap AM Valor: 13180290
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.38%CHF 1,132.77
Swiss Life Index Funds (CH) Equity Switzerland Small & Mid Cap M
Swiss Life Index Funds (CH) Equity Switzerland Small & Mid Cap M Swiss Life Index Funds (CH) Equity Switzerland Small & Mid Cap M Valor: 13180290
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.38%CHF 1,133.42
Swiss Life Index Funds (CH) Equity Switzerland Small & Mid Cap I
Swiss Life Index Funds (CH) Equity Switzerland Small & Mid Cap I Swiss Life Index Funds (CH) Equity Switzerland Small & Mid Cap I Valor: 13180290
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Annual Return

-50%0%+50%

Risk level

110
0.38%CHF 1,130.37