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:
ISIN:
CH0022476508
Yield model:
Recurring distributions
Investment strategy:
Actively-managed fund
Asset Allocation:
Part d'actions: 50%
Bond component: 40%
Real estate component: 10%
Component other investments: 0%
Fund size:
4246.73 million Swiss francs
Depositary bank:
UBS Switzerland AG
Custody fee:
No custodial fee
Synthetic total expense ratio (TER):
1.52% 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
Official performance as of Sep 30, 2025 (net of TER):
1 Jahr: 4.56%
3 Jahre: 19.36%
5 Jahre: 14.6%
10 Jahre: 35.32%

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