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UBS (CH) Vitainvest - 75 Swiss U

Ranked 30 out of 31 in - Aggressive CHF over 12 months
All calculations are in CHF unless stated

Managed by

Vincent Duval

Vincent Duval is a portfolio manager on the Investment Solutions team at UBS Asset Management, based in Zurich. He is responsible for managing Swiss balanced mandates, UBS Vitainvest funds and the multi-asset UBS AST BVG. Duval joined UBS in 2005 as a product manager and developer, focusing on fixed income products. He holds the Certified European Financial Analyst (CEFA) and Chartered Alternative Investment Analyst (CAIA) designations.

Objective

The objective of the fund is to achieve an optimal total return by means of a risk strategy with a focus on Swiss equity instruments, and by investing in other investment funds (target funds). By appropriate selection of target funds, the overall risk of the fund coincides with a diversified investment strategy portfolio with an average equity component corresponding to 75% of the fund's assets. The remaining part will be indirectly invested in debt instruments, money market, real estate or commodities. At least 51 % must be invested in other collective schemes. The fund may use derivatives for the sake of efficient portfolio management.

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Performance

Aggressive CHF over : 30/06/2017 - 30/06/2018
  • Rank 30/31 Total Return
  • Rank 11/31 Standard Deviation
  • Rank 26/31 Max Drawdown
Fund Name Currency Return
27 JB Strategy Growth-CHF B CHF

1.7%
28 Scontinvest LU - Growth Portfolio CHF CHF

1.4%
29 UBS (CH) Suisse - 65 (CHF) P-dist

Currency exposure is hedged

Currency exposure is hedged

 CHF

1.3%
30 UBS (CH) Vitainvest - 75 Swiss U CHF

0.7%
31 MS Swiss Life Multi Asset Protected A CHF Acc CHF

0.4%
View full league table
Fund Name Currency Risk
9 Avadis - Strategie Aggresiv A CHF

5.6
10 Credit Suisse (Lux) IndexSelection FdGrowthCHF B CHF

5.7
11 UBS (CH) Vitainvest - 75 Swiss U CHF

5.7
12 Scontinvest LU - Growth Portfolio CHF CHF

5.7
12 JB Strategy Growth-CHF B CHF

5.7
View full league table
Fund Name Currency Loss
24 UBS (Lux) Strategy Fd - Growth (CHF) P-acc CHF

-4.2%
25 Credit Suisse (Lux) IndexSelection FdGrowthCHF B CHF

-4.2%
26 UBS (CH) Vitainvest - 75 Swiss U CHF

-4.2%
27 CS (Lux) Portfolio Fund Growth CHF B CHF

-4.3%
28 Avadis - Strategie Aggresiv A CHF

-4.4%
View full league table

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.2% 0.8%
2017 13.7% 5.5% 3.4% 2.0% 2.2%
2016 0.2% -4.9% 2.4% 2.0% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date05/11/2015
  • Share Class size77Mn
  • Base currencyCHF
  • ISIN CH0293175037

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.20%
  • Initial investment1.2

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in CHF).