AST Swiss Life BVG-Mix 15
- Investment Foundation
- Multi Asset
Product details
NAV price per share
Current
Absolute Performance
Since 1 Year
| 3 months | +2.86% |
| 6 months | +2.35% |
| Year to date | +2.35% |
| 1 year | +4.55% |
| 3 years | +10.87% |
| 5 years | +5.28% |
| 10 years | +22.53% |
| Since inception | +84.56% |
Past performance is not a reliable indicator of future results. Data is provided with all reasonable care but without guarantee of completeness, accuracy or future performance.
Strategy
Investment in all investment categories authorised by the BVG (strategic investment allocation: 15%). Active asset allocation. Limit for equities: 20%, limit for foreign currencies: 30%. Average bond rating: at least BBB+. Implementation via collective investments in single-asset-class. Recommended fluctuation reserves: around 6.5%.
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