UBS (CH) Vitainvest - Swiss 25 Sustainable U

The fund aims to optimize capital gains and interest income by investing in equities, bonds, and real estate with a Swiss focus, while also having exposure to global investments. The equity component of the portfolio is managed within a certain range to align with the investor's risk profile.

The fund is exposed to a mix of asset classes including bonds, equities in Switzerland, real estate in Switzerland, and foreign equities and bonds. The investment managers utilize target funds to manage the portfolio, with a focus on sustainability and ESG criteria.

Investors should be aware that the fund may invest in assets of varying credit quality, equities, and alternative assets, which can lead to high volatility. Changes in interest rates can impact the value of the portfolio, and investment in fixed income securities carries credit risk. Additionally, the fund may hold less liquid assets that could be challenging to sell in distressed markets, requiring investors to have a corresponding risk tolerance and capacity.

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/ch0108526911-ubs-vitainvest-swiss-25-sustainable-u-pd001.html