Swiss Life ESG Mortgage Fund
- Fund
- Fixed Income
- Switzerland
- ESG Product
- Debt
Product details
NAV Price
Current
Absolute Performance
Since 1 Year
Evolution in reference currency (base value 100)
| 3 months | +1.59% |
| 6 months | +0.47% |
| Year to date | +1.59% |
| 1 year | +2.22% |
| 3 years | +13.13% |
| 5 years | N/A |
| 10 years | N/A |
| Since inception | -2.61% |
Aggregated performance data last updated on Feb 28, 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 "Swiss Life ESG Mortgage Fund" invests its assets in Swiss mortgage loans in accordance with the principle of risk diversification. These are mortgage loans configured as fixed-rate, SARON or variable-rate mortgages and were issued by Swiss Life Ltd in accordance with its credit approval process. The fund selects those mortgage loans that meet the defined sustainability criteria.
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