Swiss Life Funds (F)

Multi Asset Growth

  • Fund
  • Multi Asset
  • Global
  • ESG Product

Product details

NAV Price
Current
N/A
Performance
Since 1 Year
+5.93%
No data available for this time period.
Data updated on 30 April 2025

Strategy

The fund invests in multiple asset classes in all geographic regions with a dynamic investor profile. Allocation between asset classes (Fixed income, Equities…) and geographic areas is done on a monthly basis using a combination of quantitative investment models.

Management commentary

The fund posted a positive performance in May, although below that of its reference index. Our overexposure to risky assets, especially equities, generally shored up the performance. However, the stock selection, which was oriented towards defensive strategies, was a slight relative drag. The main impact stems from our long duration positioning, penalised by the rise in sovereign yields, against the backdrop of heightened fiscal tensions in the United States and Japan.

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