UBS (CH) Vitainvest - World 75 Sustainable U

The fund aims to optimize capital gains and interest income by investing worldwide in equities, bonds, and real estate, with a long-term average equity exposure of 75%. The portfolio's equity component 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 foreign equities, bonds, real estate, and Swiss equities. It also integrates ESG criteria as a Sustainability Focus Fund, promoting environmental and/or social characteristics. The fund participates in the "Multi Manager Program" allowing for integration of other leading asset managers in addition to UBS Asset Management.

Investors should be aware that the fund may experience high volatility due to investments in bonds of varying credit quality, equities, and alternative assets. The fund's investment in less liquid assets may pose challenges in distressed markets, and the higher equity weighting compared to conventional pension funds increases the risk of loss, requiring a corresponding risk tolerance and capacity.

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/ch0293174600-ubs-vitainvest-world-75-sustainable-u-pd001.html