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UBS (CH) Vitainvest - 75 Swiss U

Ranked 7 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.


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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Aggressive CHF over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
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 size60Mn
  • Base currencyCHF
  • ISIN CH0293175037

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0


  • Annual management1.20%
  • Initial investment2

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