Real Estate Switzerland
- Fondo
- Real Estate
- Switzerland
Product details
NAV Price
Current
Relative Performance
Since 1 Year
Evolution in reference currency (base value 100)
- 1
- 2
| Timespan | Current | Benchmark | Diff. |
|---|---|---|---|
| 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 years | N/A | N/A | N/A |
| 5 years | N/A | N/A | N/A |
| 10 years | N/A | N/A | N/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
Il fondo viene gestito con un approccio indicizzato e si contraddistingue per l’ampia diversificazione e il tracking error minimo. L’obiettivo d’investimento consiste nel replicare al meglio il benchmark SXI Real Estate® Funds Broad Total Return. Non viene effettuato securities lending e non vengono effettuati investimenti diretti in titoli che l’Associazione svizzera per gli investimenti responsabili (www.svvk-asir.ch) raccomanda di escludere.
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