AST Swiss Life BVG-Mix 75
- Fondation de placement
- 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
Placement dans toutes les catégories autorisées selon la LPP (part d’actions stratégique: 75%). Allocation active d’actifs. Limitation pour titres de participation: 85%. Limitation pour monnaies étrangères: 50%. Note moyenne des obligations: BBB au minimum. Réalisation au moyen de placements collectifs de même nature. Au vu de sa part élevée en actions et en devises étrangères, ce groupe de placement implique un risque plus élevé qu'un LPP-Mix dont la part en actions est de 50% et en devises étrangères est de 30% au maximum.
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