UBS (CH) Investment Fund - Equities Switzerland Passive Large I-X-acc
Fund
ISIN CH0015709683 / Valor 1570968
NAV (2025-01-10)
CHF 3,436.88-1.13%
UBS (CH) Investment Fund - Equities Switzerland Passive Large I-X-acc
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General Objective
The fund aims to invest in equities of major Swiss companies included in the SMI, while avoiding investments in securities on the recommendation list for the exclusion of SVVKASIR and controversial weapons.
Fund Exposure
The fund is exposed to the Swiss stock market, with holdings in major sectors such as healthcare, consumer goods, financials, industrials, and technology. It provides broad diversification across sectors and aims to track the performance of the index with a single transaction.
Risks
As an index fund investing in equities, this fund is subject to significant fluctuations in value due to market conditions. All investments are exposed to market fluctuations, and specific risks associated with the fund may increase under unusual market conditions. Losses that could be mitigated through active management will not be offset.