UBS (CH) Investment Fund - Equities Switzerland All Quantitative Sustainable I-A3-acc header image

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.

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Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/ch0016631357-ubs-ch-investment-fund-equities-switzerland-quantitative-all-cap-sustainable-i-x-pd001.html

Tags:
sustainability swiss equities spi

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OTHER SHARE CLASSES OF THIS FUND

UBS (CH) Investment Fund - Equities Switzerland All Quantitative Sustainable Q
UBS (CH) Investment Fund - Equities Switzerland All Quantitative Sustainable Q UBS (CH) Investment Fund - Equities Switzerland All Quantitative Sustainable Q Valor: 13280595
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Annual Return

-50%0%+50%

Risk level

110
-0.95%CHF 105.97
UBS (CH) Investment Fund - Equities Switzerland All Quantitative Sustainable I-X-acc
UBS (CH) Investment Fund - Equities Switzerland All Quantitative Sustainable I-X-acc UBS (CH) Investment Fund - Equities Switzerland All Quantitative Sustainable I-X-acc Valor: 1663135
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.95%CHF 3,005.34