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Swiss Life Funds (LUX) Eq Euro Zone R

Ranked 76 out of 77 in - EuroZone over 12 months
All calculations are in CHF unless stated

Managed by

Didier Corbet

Objective

The objective of the fund is to achieve long-term capital growth by investing in a diversified portfolio of equities of large capitalised companies domiciled in a member state of the European Monetary Union. While the emphasis will be on companies with a large market capitalisation, the portfolio may also include selected equities of medium and small companies where significant growth potential has been identified.

Showing fund performance in Switzerland View performance globally

Performance

EuroZone over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.4%
2017 22.5% 7.8% 4.7% 5.5% 2.9%
2016 5.0% -2.6% -3.5% 7.7% 3.7%
2015 4.4% 2.2% -3.5% -2.7% 8.8%
2014 3.1% 6.0% -1.2% -4.1% 2.7%
2013 26.8% 4.4% 2.2% 10.4% 7.7%
2012 14.1% 6.2% -6.3% 7.8% 6.4%
2011 -15.9% 7.4% -4.3% -20.8% 3.3%
2010 -16.0% -4.3% -15.1% 7.7% -4.0%
2009 21.4% -12.6% 17.7% 17.2% 0.7%
2008 -47.8% -20.4% -3.3% -12.0% -22.9%
2007 9.2% 3.7% 9.7% -2.8% -1.3%
2006 19.6% 10.0% -6.0% 7.7% 7.4%
2005 18.7% 3.2% 5.0% 6.5% 2.9%
2004 7.3% 1.5% 0.1% -1.4% 7.1%
2003 26.2% -12.0% 24.5% 0.4% 14.7%
2002 -33.2% 2.4% -14.6% -29.1% 7.8%
2001 -19.4% -8.9% 0.1% -25.8% 19.2%
2000 -8.7% 7.9% -7.2% -2.5% -6.4%
1999 0.3% 31.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Switzerland

Fund Info

  • Launch date30/06/1999
  • Share Class size104Mn
  • Base currency
  • ISIN LU0094707279

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).