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Swiss Life (CH) - iDynamic Light A1

Ranked 52 out of 85 in - Conservative CHF over 12 months
All calculations are in CHF unless stated

Objective

The investment objective is to achieve a stable return from the point of view of the Swiss franc, taking advantage of the opportunities offered by international diversification. In order to achieve this goal, the collective investment scheme invests in: debt securities and convertible bonds issued by private and public sector borrowers, money market instruments, equity securities, other collective investment schemes ("target funds"), commodities and precious metals, derivatives and structured products.

Showing fund performance in Switzerland View performance globally

Performance

Conservative CHF over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.9% 0.5% 0.3%
2017 3.0% 1.4% 0.2% 0.9% 0.3%
2016 1.1% -0.3% 1.1% 0.9% -0.6%
2015 -5.4% -1.3% -2.9% -2.2% 1.0%
2014 7.9% 2.0% 2.6% 1.1% 1.9%
2013 3.6% 2.6% -2.4% 2.2% 1.2%
2012 4.5% 0.9% 0.4% 2.4% 0.8%
2011 0.6% -0.1% -1.0% -1.7% 3.4%
2010 1.2% -1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date30/04/2010
  • Share Class size806Mn
  • Base currencyCHF
  • ISIN CH0111458680

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.40%
  • Initial investment0.00%

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