Swiss Life - Performance

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Thanks to its above-average long-term track record, Swiss Life Asset Management counts a growing number of institutional investors among its clientele. A look at the past performance of our mandates, as well as the investment funds under our management and the Investment Foundation, confirms that we have succeeded in adding value for our clients in the long term with our active investment style.

Additional information on Swiss Life Investment Foundation's performance in the KGAST comparison is available here.

The peer comparisons shown here, with the funds ranked by quartile by the leading independent fund-rating agencies, make it clear that the Swiss Life funds we manage performed above average during the time periods considered.

	Lipper (Switzerland)*	Lipper (Switzerland)*	Lipper (Switzerland)*	Morning Star

	1 year	3 years	5 years	Star Rating**
Strategic / portfolio funds
Global Income (CHF)	3Q	3Q	2Q	****
Global Balanced (CHF)	3Q	2Q	2Q	****
Global Growth (CHF)	4Q	4Q	4Q	**
Euro Zone Balanced (EUR)	1Q	1Q	1Q	****
Bonds funds
Bond Global (FoF/CHF)	3Q	4Q	1Q	****
Bond Swiss Francs (CHF)	1Q	2Q	2Q	***
Equity funds
Equity Switzerland (CHF)	3Q	4Q	4Q	*
Equity Euro Zone (EUR)	4Q	3Q	4Q	***
Equity Global Large Caps (FoF/CHF)	4Q	3Q	2Q	****
Equity Biomedical (EUR)	1Q	4Q	3Q	**
Equity Emerging Markets (FoF/CHF)	3Q	2Q	2Q	****

* Quartile ranking (Q) for performance as of 09/2009 by Lipper Switzerland

** Star rating Morning Star = risk-adjusted 3-year performance as of 09/2009, 5 stars = top 10% of the sector universe, 4 stars = top 10 - 32.5%, 3 stars = top 32.5 - 67.5%, 2 stars = next 22.5% 1 star = bottom 10%.

As a result of flawed or inconsistent definitions of the investment universe considerable divergences can arise in the ratings of various providers, particularly where strategy funds are concerned (e.g. Global Growth CHF).