UBS (CH) Vitainvest - Passive 50 Sustainable by UBS key4 header image

UBS (CH) Vitainvest - Passive 50 Sustainable by UBS key4

Fund

ISIN CH1187232991 / Valor 11872329

NAV (2025-02-06)
CHF 116.08+0.59%

UBS (CH) Vitainvest - Passive 50 Sustainable by UBS key4
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General Objective

The fund aims to make indirect investments worldwide via indexed funds in equities, bonds, and real estate, with a long-term average equity exposure of 50%. The passively managed target funds mainly replicate sustainable indices classified by the index provider.

Fund Exposure

The fund is exposed to a mix of asset classes including bonds, foreign equities, real estate, and liquid assets. The top bond issuers include Pfandbriefbank schweizerischer Hypothekarinstitute AG and Swiss Confederation Government Bond, while the top equity positions include NESTLE SA-REG and NOVARTIS AG-REG.

Risks

Investors should be aware that the fund may invest in assets of varying credit quality, equities, and alternative assets, leading to potential high volatility. Additionally, the fund may hold less liquid assets that could be challenging to sell in distressed markets, and the equity weighting in the fund may be higher than conventional pension funds, increasing the risk of loss. Investment in fixed income securities also carries credit risk.

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Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/ch1187232991-ubs-vitainvest-passive-50-sustainable-by-ubs-key4-pd001.html

Tags:
sustainability multi asset

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OTHER SHARE CLASSES OF THIS FUND

UBS (CH) Vitainvest - Passive 50 Sustainable Q
UBS (CH) Vitainvest - Passive 50 Sustainable Q UBS (CH) Vitainvest - Passive 50 Sustainable Q Valor: 11101341
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Annual Return

-50%0%+50%

Risk level

110
0.57%CHF 101.68