Investment Grade

Short term bond

Short-term bond management aims to achieve a return above that of the short-term market for a limited risk over an investment horizon of more than six months. The short-term bond investment strategy is structured around performance, regularity and liquidity objectives, with investment solutions designed to offer a short-term, liquid, low-volatility and low-risk investment.

• Swiss Life Funds (F) Bond ESG 6M 
• Swiss Life Funds (Lux) Bond Global Corporates Short Term

Obligataire corporate

We manage funds and corporate bond mandates which aim to offer a return through a portfolio composed mainly of bonds issued by private issuers, investment grade companies (AAA to BBB-) selected for their attractive risk/return profile.

This range of funds benefits from the bond expertise developed by Swiss Life Asset Managers. Our expertise is based in particular on close collaboration between the management, economic research and credit analysis teams, within the framework of well-organised and proven investment processes that pay particular attention to risk management. It is divided into two geographical areas: global and eurozone, across the various duration segments.

• Swiss Life Funds (LUX) Bond Euro Corporates
• Swiss Life Funds (LUX) Bond Global Corporates

Inflation

We have developed inflation expertise over a number of years, relying on a dedicated management team. The depth of this expertise is split across two strategies: real interest rate products (inflation-indexed) and products exposed to break-even inflation rates.

The Swiss Life Funds (F) Bond Global Inflation fund, created in 2005, invested in real interest rate products, a portfolio composed of inflation-indexed bonds, preserves the holder’s purchasing power by recovering the inflation accumulated over the holding period in addition to the nominal. Main risk: these products have fixed rates even if their coupon is indexed. As a result, their prices can fall when rates rise, which happens when inflation rises.

The Swiss Life Funds (L) Bond Inflation Protection fund, created in 2009, invested in inflation break-even products, is exposed only to anticipated inflation trends. It is intended to eliminate the interest rate risk inherent in real interest rate products. Investors can make gains if inflation rises sharply. The main risk is that the prices of these products fall when inflation expectations fall.