UBS
Fondi di previdenza 3a
ISIN: CH0022476508

UBS Vitainvest World 50 Sustainable U

UBS

Overall Rating

2.5/5

Stocks

50%

Investment Strategy

Actively-managed fund

Currency

CHF

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Our Take

Questo è un fondo di previdenza 3a che investe i tuoi risparmi pensionistici in un portafoglio diversificato. Si comporta bene nella maggior parte dei criteri e offre un buon rapporto qualità-prezzo. I bassi costi totali lo rendono una scelta efficiente per la costruzione di patrimonio a lungo termine.

Key Features

  • 50% allocazione azionaria
  • Protezione swing pricing
  • Gestione attiva
  • Nessuna commissione di custodia

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

  • Costi totali bassi (0.00% p.a.)
  • Nessuna commissione di custodia
  • Grande dimensione del fondo (stabile)
  • pros.hasSwingPricing

Cons

  • Gestione attiva = commissioni più alte

Provider Information

UBS

Ready to Open?

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