Swiss Life Funds (F)

Bond ESG 6M

  • Fund
  • Fixed Income
  • Europe
  • ESG Product
  • Investment Grade

Product details

NAV Price
Current
N/A
Performance
Since 1 Year
+3.56%
No data available for this time period.
Data updated on 30 May 2025

Strategy

The fund is a short-term Investment Grade rated bonds fund whose residual maturity is below 3 years. The weighted average maturity (WAM) of securities is below 6 months and their weighted average life (WAL) is maximum 18 months. The recommended minimum investment horizon is 6 months.

Management commentary

In May, financial markets remain predominantly dependent on geopolitical events. Trade tensions between the US and its various trading partners have particularly impacted markets with a temporary reduction in tariffs that reassured investors about the medium-term outlook. The short-term market was also impacted by these uncertainties. The €STER 1-year swap jumped 15 bps during the month before closing at 1.72% (+3 bps). The 3-month Euribor retracted by 18 bps and ended at 2.16%. 

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