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Swiss Life Funds (lux) Equity Esg Usa S Usd Cap (0P0000XC50)

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41,565.740 -196.210    -0.47%
22/05 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 631.78M
Type:  Fund
Market:  Luxembourg
Issuer:  Swiss Life Fund Management (LUX) S.A.
ISIN:  LU0832469521 
Asset Class:  Equity
Swiss Life Funds (LUX) Equity USA S USD Cap 41,565.740 -196.210 -0.47%

0P0000XC50 Overview

 
On this page you'll find an in-depth profile of Swiss Life Funds (lux) Equity Esg Usa S Usd Cap. Learn about the key management, total assets, investment strategy and contact information of 0P0000XC50 among other information.
Category

US Large-Cap Blend Equity

Total Assets

631.78M

Expenses

0.08%

Inception Date

Sep 21, 2012

Investment Strategy

The objective of the Sub-Fund is to achieve long-term capital growth by investing in a diversified portfolio of equities of companies domiciled in the United States of America and listed on any recognised national stock market. Investments in shares of companies listed in the United States of America but domiciled outside of the United States of America are permitted, provided the largest portion of the companies' business is being generated within the United States of America. Furthermore, at least 51% of the value of the Sub-Fund will continuously be invested in Qualifying Equity Instruments.

Contact Information

Address 23, route d'Arlon
Strassen, 8009
Luxembourg
Phone -

Top Executives

Name Title Since Until
Reine Säljö - 2022 Now
Fabian Irek - 2022 Now
Andreas Homberger - 2022 2022
Jan Angül - 2018 2022
Albert Rusch - 2018 2022
Tatjana Xenia Puhan - 2016 2019
Albert Rusch - 2012 2016
Franziska von Haase - 2012 2016
Sebastian Richner - 2012 2014
Biography Sebastian is a Portfolio Manager in the Investment Solutions team, located in Zurich. His management duties extend to the UBS Strategy Funds, one of Europe's largest asset allocation family of funds. Prior to UBS, Sebastian was working 8 years at Swiss Life Asset Managers in the Asset Allocation and Equity department. His last role was lead PM for Strategy Funds. Before he was working several years for different financial service companies in Zurich. Sebastian earned the professional designation of Certified International Investment Analyst (CIIA), Certified International Wealth Manager (CIWM) and Swiss-Certified Financial Planner
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