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Swiss Life Funds (LUX) Eq Gl High Div R CHF

Ranked 185 out of 210 in - Global Equity Income over 12 months
All calculations are in USD unless stated

Managed by

Jaimy Corcos

Objective

The fund invests at least 2/3 of its assets globally in equities of companies with above-average, annual dividend payments. Not more than 1/3 of the fund's assets may be invested in any other transferable securities and money market instruments. The investments are made in different currencies

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Equity Income over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.0%
2017 14.9% 5.2% 2.6% 3.4% 3.0%
2016 11.4% 4.7% 3.2% 3.3% -0.2%
2015 -14.4% -7.0% -0.2% -5.2% -2.7%
2014 -5.8% 2.3% 2.6% -8.2% -2.2%
2013 21.1% 8.5% -0.9% 5.2% 7.1%
2012 0.3% 5.5% -9.5% 4.2% 0.8%
2011 -1.1% 9.5% 3.9% -16.0% 3.5%
2010 -2.7% -3.1% -18.7% 20.8% 2.2%
2009 31.9% -16.0% 25.1% 23.8% 1.4%
2008 -21.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date08/07/2008
  • Share Class size17Mn
  • Base currencyCHF
  • ISIN LU0371451146

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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