AST Swiss Life BVG-Mix 75
- AST Investment Foundation
- Multi Asset
Product details
NAV Price
Current
Relative Performance
Since 1 Year
Evolution in reference currency (base value 100)
- 1
- 2
| Timespan | Current | Ref. Index | Diff. |
|---|---|---|---|
| 3 months | -2.03% | -2.21% | +0.18% |
| 6 months | +1.65% | +1.36% | +0.29% |
| Year to date | -2.03% | -2.21% | +0.18% |
| 1 year | +6.12% | +6.30% | -0.18% |
| 3 years | +20.95% | +22.98% | -2.02% |
| 5 years | +18.87% | +21.70% | -2.83% |
| 10 years | N/A | N/A | N/A |
| Since inception | +50.32% | +55.68% | -5.36% |
Aggregated performance data last updated on Mar 31, 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
Investment in all investment categories authorised by the BVG (strategic investment allocation: 75%). Active asset allocation. Limit for equities: 85%, limit for foreign currencies: 50%. Average bond rating: at least BBB. Implementation via collective investments in single-asset-class. Due to its increased equity and foreign currency component, this investment group entails a greater risk than a BVG-Mix with a maximum of 50% equity or a maximum of 30% foreign currency.
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