Swiss Life Funds (LUX) Equity ESG Euro Zone
- Fund
- Equity
- Europe
- ESG Product
- Multi-Factor
Product details
LU0094707279 - R
(EUR) | Capitalisation
Performance
Since 1 Year
+4.53%
Data updated on 31 March 2025
Strategy
The fund employs a systematic investment process based on the analysis of the risk factor to invest in equities of major listed companies in the European Monetary Union. The environmental, social and governance (ESG) criteria are systematically taken into account in the investment process and when selecting companies.
Management commentary
The fund outperformed the reference index due to good security selection. At the sectoral level, all but three contributed positively: the most positive sectors were consumer discretionary, information technology and consumer staples, while the sector with the most negative contribution was energy. All risk premiums were positive with the exception of the quality premium. On the securities side, the main declines came from Edenred’s Klépierreet, while the most positive were from Rheinmetals and Nest OYJ.
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