Breaking News
Get 50% Off 0
📈 Will you get serious about investing in 2025? Take the first step with 50% off InvestingPro
Claim Offer
Close

Swiss Life Funds (lux) Equity Esg Usa I Usd Cap (0P0000X40S)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
440.330 -4.990    -1.12%
27/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 734.13M
Type:  Fund
Market:  Luxembourg
Issuer:  Swiss Life Fund Management (LUX) S.A.
ISIN:  LU0832468986 
Asset Class:  Equity
Swiss Life Funds LUX Equity USA I USD Cap 440.330 -4.990 -1.12%

0P0000X40S Overview

 
On this page you'll find an in-depth profile of Swiss Life Funds (lux) Equity Esg Usa I Usd Cap. Learn about the key management, total assets, investment strategy and contact information of 0P0000X40S among other information.
Category

US Large-Cap Blend Equity

Total Assets

734.13M

Expenses

0.70%

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
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000X40S Comments

Write your thoughts about Swiss Life Funds (lux) Equity Esg Usa I Usd Cap
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email