UBS
Fonds de prévoyance 3a
ISIN: CH0022476508

UBS Vitainvest World 50 Sustainable U

UBS

Overall Rating

2.5/5

Stocks

50%

Investment Strategy

Actively-managed fund

Currency

CHF

Fonds de prévoyance 3a#45 / 67
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Our Take

C'est un fonds de prévoyance 3a qui investit votre épargne retraite dans un portefeuille diversifié. Il se comporte bien sur la plupart des critères et offre un bon rapport qualité-prix. Les faibles coûts totaux en font un choix efficace pour la constitution de patrimoine à long terme.

Key Features

  • 50% d'allocation en actions
  • Protection swing pricing
  • Gestion active
  • Pas de frais de garde

Performance Over Time

Historical performance of this investment fund. Past performance is not indicative of future results.

1 Year

+4.6%

3 Years

+19.4%

5 Years

+14.6%

10 Years

+35.3%

Fund Details

Asset Allocation

Stocks

50%

Bonds

40%

Real Estate

10%

Investment Strategy

Actively-managed fund

Fund Size

CHF 4.2B

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.

Projected CapitalCHF 419’221
Total Contributions
CHF 254’030
Estimated Growth
+CHF 165’191
Net Return
2.8% p.a.
Gross: 2.8%
Fee Impact
-CHF 0
Total Fees: 0%
Contributions
With UBS Vitainvest World 50 Sustainable U
Without fees
Simulate with our 3a CalculatorCustomize your age, contribution & risk profile for a detailed projection.

Pros & Cons

Pros

  • Coûts totaux bas (0.00% p.a.)
  • Pas de frais de garde
  • Grande taille de fonds (stable)
  • pros.hasSwingPricing

Cons

  • Gestion active = frais plus élevés

Provider Information

UBS

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Open the UBS Vitainvest World 50 Sustainable U today and start enjoying its benefits.