Prepaid card
UBS Vitainvest - World 50 Sustainable U
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Swiss retirement fund
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For assets in pillar 3a
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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%
Average bond component: 40%
Average real estate component: 10%
Average component other investments: 0%
Fund size:
3991.1 million Swiss francs
Continue outside the pillar 3a after retirement:
Free transfer of fund assets to a private securities account possible.
Depositary bank:
UBS
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%
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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