UBS (CH) Vitainvest - 75 Swiss U
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.
Performance
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Rank 22/27 Total Return
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Rank 21/27 Standard Deviation
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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
- Switzerland
Fund Info
- Launch date05/11/2015
- Share Class size71Mn
- Base currencyCHF
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ISIN CH0293175037
Purchase Info
- Min. initial investment1
- Min. regular additional investment0
Charges
- Annual management1.20%
- Initial investment1.2