Our Take
This is a Pillar 3a investment fund that invests your retirement savings in a diversified portfolio. It performs well across most criteria and offers good value. The low total costs make this an efficient choice for long-term wealth building. Historical performance has been strong, though past results don't guarantee future returns.
Key Features
- 75% stocks allocation
- Swing pricing protection
- Actively managed
- No custody fee
Performance Over Time
Historical performance of this investment fund. Past performance is not indicative of future results.
1 Year
+7.4%
3 Years
+31.1%
5 Years
+32.3%
Fund Details
Asset Allocation
Stocks
75%
Bonds
15%
Real Estate
10%
Investment Strategy
Actively-managed fund
Fund Size
CHF 1.1B
Depositary Bank
UBS Switzerland AG
Swing Pricing
Yes
Fees & Costs
Custody Fee
Free
Retirement Projection
Based on max. contribution of CHF 7’258/year, age 30 to 65 (35 years), starting from CHF 0.
Pros & Cons
Pros
- Low total costs (0.00% p.a.)
- Strong 5-year performance (+32.3%)
- No custody fee
- Large fund size (stable)
- Swing pricing protection
Cons
- Active management = higher fees
Provider Information
Ready to Open?
Open the UBS Vitainvest World 75 Sustainable U today and start enjoying its benefits.