Swiss Life Funds (LUX) Multi Asset Moderate
- Fund
- Multi Asset
- Global
- ESG Product
Product details
Performance
Since 1 Year
+2.48%
Data updated on 30 April 2025
Strategy
The sub-fund invests in multiple asset classes from all geographic regions with a defensive investor profile. Allocation between asset classes (Fixed income, Equities…) and geographic areas is done on a monthly basis using a combination of quantitative investment models.
Management commentary
The fund posted a positive performance in April despite elevated volatility. It is in line with its reference index. On the equity side, our positive view did not pay off as markets ended the month in negative territory. We reduced our exposure during the month. Diversification into emerging market equities, defensive and alternative strategies contributed positively. Interest rates, particularly European rates, played their shock-absorbing role. Therefore, our long duration positioning contributed positively.
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