Swiss Life Index Funds (CH) Bond Responsible Swiss Francs AAA-BBB AM CHF Capitalization Fonds VALOR 131802924 / ISIN CH1318029241

So investiert der Swiss Life Index Funds (CH) Bond Responsible Swiss Francs AAA-BBB AM CHF Capitalization Fonds: The investment objective of this sub-fund is to achieve an appropriate investment return in the unit of account by tracking the SBI® ESG AAA-BBB Total Return benchmark. Instead of investing in all securities of the benchmark, the fund management company can pick a representative sample (optimised sampling). The selection is made using a system that takes into account quantitative factors determining returns. In addition to the investment restrictions listed below and other legal and regulatory restrictions, reasons for limiting the portfolio to a representative sample of benchmark securities may also include the costs and expenses incurred by the sub-fund and the illiquidity of certain investments. These optimisation strategies may include holding securities at ratios different from the benchmark and/or using derivatives to track the performance of certain securities included in the benchmark.