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UBS (CH) Vitainvest - 75 Swiss U

Ranked 22 out of 27 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 : 31/03/2017 - 31/03/2018
  • Rank 22/27 Total Return
  • Rank 21/27 Standard Deviation
  • Rank 23/27 Max Drawdown
Fund Name Currency Return
20 UBS (CH) Suisse - 65 (CHF) P-dist

Currency exposure is hedged

Currency exposure is hedged

 CHF

3.4%
21 CS (Lux) Portfolio Fund Growth CHF B CHF

3.3%
22 UBS (CH) Vitainvest - 75 Swiss U CHF

3.2%
23 Swiss Life Funds (LUX) PF Global Growth (CHF) R CHF

3.1%
24 CS (CH) Interest & Dividend Focus Growth CHF A CHF

1.9%
View full league table
Fund Name Currency Risk
19 BKB Anlagelsung - Wachstum (CHF) B CHF

5.5
20 Swiss Life Funds (LUX) PF Global Growth (CHF) R CHF

5.6
21 UBS (CH) Vitainvest - 75 Swiss U CHF

5.6
22 Anlagelsung Bank Cler - Wachstum (CHF) B CHF

5.6
23 Baloise F Invest (Lux) - BFI Dynamic (CHF) R CHF

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

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

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

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

-4.3%
25 Scontinvest LU - Growth Portfolio CHF CHF

-4.5%
View full league table

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.2%
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 size71Mn
  • 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).