Swiss Life Funds (LUX) Equity ESG Global High Dividend
- Fund
- Equity
- Global
- ESG Product
Product details
Performance
Since 1 Year
+7.47%
Data updated on 30 April 2025
Strategy
The fund uses a systematic, factor-based investment process to invest globally in equities of large listed companies with a high dividend yield, systematically taking environmental, social and governance ("ESG") criteria into account in the investment process and in the selection of companies.
Management commentary
In April, global markets posted a significant decline. The fund's outperformance was due to stock selection and the sector allocation. Particularly beneficial was the overweight in financials and consumer discretionary. In terms of stock selection, the overweight in Aviva, the Bank of Nova Scotia and the underweight in LVMH were the main contributors. The high-dividend stocks, the fund’s sustainability bias and the overweight in AAA stocks based on the MSCI ESG were also positive factors.
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