Swiss Life Index Funds III (CH)

Real Estate Switzerland

  • Fonds
  • Real Estate
  • Switzerland
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Product details

NAV Price
Current
N/A
Relative Performance
Since 1 Year
-0.1%
Evolution in reference currency (base value 100) 96100104108112116120May 25Oct 25May 2621
+10.88%
+11.51%
Apr 24, 2026
Show benchmark
    • 1
    Current
    • 2
    Benchmark
TimespanCurrentBenchmarkDiff.
3 months-4.27%-4.25%-0.03%
6 months+0.58%+0.63%-0.05%
Year to date-4.27%-4.25%-0.03%
1 year+3.84%+3.93%-0.10%
3 yearsN/AN/AN/A
5 yearsN/AN/AN/A
10 yearsN/AN/AN/A
Since inception+18.44%+18.71%-0.26%
Aggregated performance data last updated on Mar 31, 2026 Past performance is no indication of current or future performance. Fees and commissions incurred at fund level are included in the performance indicated. However, the performance data do not take account of the commissions and costs incurred on the subscription and redemption of units or shares.

Strategy

Le fonds est géré selon une approche indexée et se distingue par une large diversification et une faible erreur de suivi. L’objectif de placement consiste à reproduire au mieux le benchmark SXI Real Estate® Funds Broad Total Return. Aucun securities lending (prêt de valeurs mobilières) n’est pratiqué et aucun investissement direct n’est effectué dans des titres dont l’exclusion est recommandée par l’Association suisse pour des investissements responsables (www.svvk-asir.ch).

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