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UBS Vitainvest - World 50 Sustainable U

Swiss retirement fund
For assets in pillar 3a
For vested benefits

Retirement category:

Pillar 3a, Vested benefits

General information:

Not specified.

ISIN:

CH0022476508

Yield model:

Recurring distributions

Investment strategy:

Actively-managed fund

Risk profile:

High

Sustainability:

The retirement fund invests sustainably.

Fund structure:

Average stock component: 50%
Average bond component: 40%
Average real estate component: 10%
Average component other investments: 0%

Fund size:

4383.31 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):

1.56% 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: 4.5663%
Year 2022: -14.9775%
Year 2021: 8.5141%
Year 2020: 4.3208%
Year 2019: 12.6727%
Year 2018: -7.1712%
Year 2017: 8.3393%
Year 2016: 3.0178%
Year 2015: -0.2695%
Year 2014: 9.0608%
Year 2013: 9.3626%
Year 2012: 7.6773%
Year 2011: -2.9554%
Year 2010: 5.1035%
Year 2009: 13.0705%
Year 2008: -20.4046%
Year 2007: -1.2245%

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