Swiss Life Funds (F)

Opportunité High Yield 2028

  • Fund
  • Fixed Income
  • Global
  • High Yield

Product details

NAV Price
Current
N/A
Absolute Performance
Since 1 Year
+2.26%
Evolution in reference currency (base value 100) 9698100102104106108May 25Oct 25May 26
+3.53%
13 May 2026
3 months N/A
6 months N/A
Year to date -1.59%
1 year +2.26%
3 years +22.96%
5 years +27.94%
10 years N/A
Since inception +37.42%
Aggregated performance data last updated on 31 Mar 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

The fund is a buy & hold international bonds fund. Its objective is to catch the return of speculative (“High-Yield”) rated bonds fund whose maturity is close to the termination date of the funds June, 30th 2023.  Banking and insurance subordinated debts are excluded. USD and GBP denominated securities are hedged against currency risk.

Management commentary

April was marked by the contrast between rising interest rates, amid fears of tightening monetary policies, and equity markets, which were supported by investors’ renewed risk appetite. In this environment, the fund also benefited from the strong performance of risky assets thanks to its significant positioning in B-rated securities.

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