Prepaid card

UBS Vitainvest - Passive 75 Sustainable Q

  • Swiss retirement fund

  • For assets in pillar 3a

  • For vested benefits

Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH1110134140
Yield model:
Recurring distributions
Investment strategy:
Passively-managed fund
Risk profile:
Very high
Sustainability:
The retirement fund invests sustainably.
Fund structure:
Average stock component: 75%
Average bond component: 20%
Average real estate component: 5%
Average component other investments: 0%
Fund size:
148.04 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:
0.65% per year
Total expense ratio (TER):
0.25% 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:
None
Published performance (accounting for TER):
Year 2023: 9.6323%
Year 2022: -15.7718%

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