UBS (CH) Investment Fund - Equities Switzerland All Quantitative Sustainable I-A3-acc
Fund
ISIN CH1328059287 / Valor 13280592
NAV (2025-01-10)
CHF 1,059.97-0.95%
UBS (CH) Investment Fund - Equities Switzerland All Quantitative Sustainable I-A3-acc
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General Objective
The fund aims to invest in equities of Swiss companies, actively managed to outperform the benchmark, with a focus on achieving an above-average sustainability profile compared to standard equity market indices.
Fund Exposure
The fund is primarily exposed to Swiss equities across various sectors such as healthcare, consumer staples, financial system, industrials, materials and supplies, among others. It applies a quantitative approach based on fundamental factors to exploit market anomalies and avoid cluster risks.
Risks
Some of the key risks associated with this fund include market risk, sustainability risk, concentration risk in specific sectors or companies, as well as general market fluctuations impacting the performance of Swiss equities. Investors should carefully consider these risks before investing in the fund.