Prepaid card

UBS Vitainvest - Swiss 25 Sustainable U

  • Swiss retirement fund

  • For assets in pillar 3a

  • For vested benefits

Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0108526911
Yield model:
Recurring distributions
Investment strategy:
Actively-managed fund
Risk profile:
Balanced
Sustainability:
The retirement fund invests sustainably.
Fund structure:
Average stock component: 25%
Average bond component: 65%
Average real estate component: 10%
Average component other investments: 0%
Fund size:
784.37 million Swiss francs
Continue outside the pillar 3a after retirement:
Free transfer of fund assets to a private securities account possible.
Depositary bank:
UBS Switzerland AG
Custody fee:
No custodial fee
Synthetic total expense ratio (TER):
1.33% per year
Issuing fee paid to issuer:
No issuing fee paid to issuer
Issuing fee credited to invested fund capital:
No issuing fee credited to invested fund capital.
Sales fee paid to issuer:
No sales fee paid to issuer
Sales fee credited to invested fund capital:
No sales fee credited to invested fund capital.
Swing Pricing:
Yes
Retrocessions:
Nur intern
Published performance (accounting for TER):
Year 2023: 5.8077%
Year 2022: -13.4565%
Year 2021: 3.5584%
Year 2020: 1.4613%
Year 2019: 9.4232%
Year 2018: -4.3453%
Year 2017: 4.6407%
Year 2016: -0.1549%
Year 2015: 0.8338%
Year 2014: 7.7349%
Year 2013: 4.5855%
Year 2012: 5.8013%
Year 2011: 0.1546%

Special offers for Moneyland users

Moneyland Special Offers

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

Swiss Broker

Saxo Bank Special Offer

  • Special offer: Reimbursement of brokerage fees up to CHF 200 for 90 days

  • Licensed Swiss bank (FINMA)

  • Free expert research and trading signals

Funds

Allianz Fund Investments

  • Special offer with CHF 200 welcome bonus

  • No prior knowledge necessary: Advice from experts

  • One of the 10 largest asset managers worldwide

Swiss digital bank

Alpian

  • CHF 100 welcome bonus

  • Favorable foreign exchange rates

  • Multi-currency account with Visa card (CHF, EUR, USD, GBP) 

Swiss Trading Platform

Cornèrtrader Special Offer

  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Special offers for Moneyland users

Moneyland Special Offers

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

Swiss Broker

Saxo Bank Special Offer

  • Special offer: Reimbursement of brokerage fees up to CHF 200 for 90 days

  • Licensed Swiss bank (FINMA)

  • Free expert research and trading signals

Funds

Allianz Fund Investments

  • Special offer with CHF 200 welcome bonus

  • No prior knowledge necessary: Advice from experts

  • One of the 10 largest asset managers worldwide

Swiss digital bank

Alpian

  • CHF 100 welcome bonus

  • Favorable foreign exchange rates

  • Multi-currency account with Visa card (CHF, EUR, USD, GBP) 

Swiss Trading Platform

Cornèrtrader Special Offer

  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Deal of the Day
×
Free bank account

Yuh

No account fees