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Prepaid card

UBS Vitainvest - Swiss 75 Sustainable U

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

Retirement category:

Pillar 3a, Vested benefits

General information:

Not specified.

ISIN:

CH0293175037

Yield model:

Recurring distributions

Investment strategy:

Actively-managed fund

Risk profile:

Very high

Sustainability:

The retirement fund invests sustainably.

Fund structure:

Average stock component: 75%
Average bond component: 15%
Average real estate component: 10%
Average component other investments: 0%

Fund size:

577.33 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):

1.58% 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: 5.7263%
Year 2022: -15.3226%
Year 2021: 15.3659%
Year 2020: 2.7228%
Year 2019: 21.665%
Year 2018: -8.7432%
Year 2017: 14.0065%
Year 2016: 0.0503%

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