UBS (CH) Investment Fund - Bonds CHFAusland Medium Term ESG Passive II I-X-acc header image

UBS (CH) Investment Fund - Bonds CHFAusland Medium Term ESG Passive II I-X-acc

Fund

ISIN CH1170163906 / Valor 11701639

NAV (2025-04-23)
CHF 1,065.61-0.13%

UBS (CH) Investment Fund - Bonds CHFAusland Medium Term ESG Passive II I-X-acc
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General Objective

The fund primarily invests in bonds issued by foreign borrowers denominated in CHF that are included in the SBI® ESG Foreign AAA-BBB 1-5 (TR) index. The investment objective is to achieve a performance that replicates that of its benchmark via passive management.

Fund Exposure

The fund is exposed to bonds issued by foreign borrowers denominated in CHF, focusing on those with a sustainability rating of at least C+ and generating less than 5% of sales in controversial sectors. The investment strategy is based on sustainability data and criteria defined by the index administrator SIX Group.

Risks

Investment grade bonds are considered to carry low to medium credit risk, with all investments subject to market fluctuations.

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Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/ch1170163906-ubs-ch-investment-fund-bonds-chf-ausland-medium-term-esg-passive-ii-i-x-pd001.html

Tags:
esg bonds sbi foreign aaa-bbb 1-5

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