UBS (CH) Vitainvest - Passive 75 Sustainable Q

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 75%. The fund focuses on sustainable investments by replicating indices classified and marketed as sustainable by the index provider.

The fund is exposed to equities in Switzerland and foreign markets, foreign bonds, convertible bonds, real estate in Switzerland, and liquid assets. The fund also holds bonds in Swiss Francs and foreign currencies, with a sector breakdown that includes the largest bond issuers and equity positions.

Investors should be aware that the fund may invest in assets of varying credit quality, equities, and alternative assets, leading to potential high volatility. The fund's investment in fixed income securities carries credit risk, and investments in less liquid assets may be challenging to sell in distressed markets. Additionally, the fund's higher equity weighting compared to conventional pension funds increases the risk of loss, requiring investors to have a corresponding risk tolerance and capacity.

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/ch1110134140-ubs-vitainvest-passive-75-sustainable-q-pd001.html