UBS (CH) Investment Fund - Equities Europe Passive I-B header image

UBS (CH) Investment Fund - Equities Europe Passive I-B

Fund

ISIN CH0015799569 / Valor 1579956

NAV (2024-10-22)
CHF 1,322.82-0.35%

UBS (CH) Investment Fund - Equities Europe Passive I-B
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General Objective

The fund aims to invest in stocks of major companies from established markets that are included in the MSCI Europe ex Switzerland Index, with the objective of generating performance in line with the benchmark while keeping tracking error below 0.5% over a rolling period of 3 years.

Fund Exposure

The fund holds almost all stocks in the MSCI Europe ex Switzerland Index, with individual stocks held in proportion to the free-float market capitalization of the index. Diversification is achieved through a mix of sectors and countries to offer investors an optimized risk/return profile.

Risks

All investments are subject to market fluctuations, and the fund carries specific risks that can increase significantly under unusual market conditions.

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Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/ch0295355579-ubs-ch-investment-fund-equities-europe-passive-eur-i-x-pd001.html

Tags:
european equity msci europe ex switzerland passive

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OTHER SHARE CLASSES OF THIS FUND

UBS (CH) Investment Fund - Equities Europe Passive W
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Annual Return

-50%0%+50%

Risk level

110
-0.35%CHF 141.08
UBS (CH) Investment Fund - Equities Europe Passive I-A1
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-50%0%+50%

Risk level

110
-0.36%CHF 1,399.72
UBS (CH) Investment Fund - Equities Europe Passive I-X
UBS (CH) Investment Fund - Equities Europe Passive I-X UBS (CH) Investment Fund - Equities Europe Passive I-X Valor: 1579964
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Annual Return

-50%0%+50%

Risk level

110
-0.35%CHF 1,510.25
UBS (CH) Investment Fund - Equities Europe Passive (EUR) I-X
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Annual Return

-50%0%+50%

Risk level

110
-0.15%EUR 1,769.74