UBS (CH) Investment Fund - Equities Switzerland Passive Large I-X-acc header image

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.

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Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/ch0356569407-ubs-ch-investment-fund-equities-switzerland-passive-large-w-pd001.html

Tags:
swiss equities large cap spi 20

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OTHER SHARE CLASSES OF THIS FUND

UBS (CH) Investment Fund - Equities Switzerland Passive Large A
UBS (CH) Investment Fund - Equities Switzerland Passive Large A UBS (CH) Investment Fund - Equities Switzerland Passive Large A Valor: 35656940
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Annual Return

-50%0%+50%

Risk level

110
-1.13%CHF 159.67
UBS (CH) Investment Fund - Equities Switzerland Passive Large I-A-acc
UBS (CH) Investment Fund - Equities Switzerland Passive Large I-A-acc UBS (CH) Investment Fund - Equities Switzerland Passive Large I-A-acc Valor: 1570962
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.13%CHF 2,646.22
UBS (CH) Investment Fund - Equities Switzerland Passive Large I-B-acc
UBS (CH) Investment Fund - Equities Switzerland Passive Large I-B-acc UBS (CH) Investment Fund - Equities Switzerland Passive Large I-B-acc Valor: 1570967
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.13%CHF 3,348.03