UBS ETF (CH) – SXI Real Estate® (CHF) A-dis
UMushroom community rating:
4.00
1 votes
No rating yet
NegativeNeutralPositive
General Objective
The fund aims to offer investors a return equal to that of the SXI Real Estate® Broad Total Return Index net of fees, by investing in real estate funds and real estate shares contained in the index.
Fund Exposure
The fund is passively managed and is exposed to real estate shares and real estate funds listed on SIX Swiss Exchange, with at least 75% of their assets or fund assets invested in Switzerland. The sector exposure includes residential property, commercial buildings, mixed buildings, and others. The fund also has regional weightings in cantons such as Zurich, Geneva, and others.
Risks
Investors should be aware that the price of the underlying fund units is determined by investor supply and demand, which may lead to limited daily liquidity and heightened price volatility, especially in distressed market environments. Additionally, all investments are subject to market fluctuations, and the fund's assets are passively managed, with sustainability risks not systematically integrated into the index selection process.
UBS ETFs offer diverse, cost-effective exposure to global markets. Strong focus on sustainability, sector-specific, and broad index tracking. Competitive fees and solid liquidity make them a reliable choice for passive investors. A good pick for long-term, diversified growth.