Strategien
Vergleichen Sie die Performance von bis zu 6 Strategien
| Aktien 0 (Vorsorge) | Aktien 20 (Vorsorge) | Aktien 40 (Vorsorge) | Aktien 60 (Vorsorge) | Aktien 80 (Vorsorge) | Aktien 100 (Vorsorge) | |
|---|---|---|---|---|---|---|
| Global | ||||||
| Schweiz | ||||||
| Nachhaltig |
finpension Aktien 40 (Vorsorge)
| Fondsbezeichnung | ISIN | TER | Gewicht | |
|---|---|---|---|---|
| Liquidität | ||||
| Cash | 0.00 % | 1 % | ||
| Obligationen | 99 % | |||
| UBS (CH) Investment Fund – Bonds CHF Inland Medium Term Passive I-X | CH0117297561 | 0.01 % | 99 % | Factsheet |
| Fondsbezeichnung | ISIN | TER | Gewicht | |
|---|---|---|---|---|
| Liquidität | ||||
| Cash | 0.00 % | 1 % | ||
| Aktien | 20 % | |||
| UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc | CH0046164148 | 0.01 % | 6 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Passive II I-X-acc | CH0046164783 | 0.00 % | 4 % | Factsheet |
| UBS AST 2 Global Equities (ex CH) Passive II (hedged in CHF) I-X-acc | CH0147419797 | 0.00 % | 4 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Emerging Markets Global Passive II I-X-acc | CH0252809717 | 0.00 % | 2 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc | CH0302290124 | 0.01 % | 2 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 2 % | Factsheet |
| Obligationen | 70 % | |||
| UBS (CH) Institutional Fund - Global Corporate Bonds Passive (CHF hedged) II I-X-acc | CH0184182670 | 0.00 % | 28 % | Factsheet |
| UBS AST Obligationen CHF Indexiert I-X-acc | CH0121950445 | 0.00 % | 21 % | Factsheet |
| UBS (CH) Investment Fund - Global Government Bonds Climate Aware (CHF hedged) I-X-acc | CH0022650888 | 0.02 % | 14 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Bonds Emerging Markets Aggregate ESG Passive (CHF hedged) II I-X-acc | CH0244558836 | 0.00 % | 7 % | Factsheet |
| Immobilien | 9 % | |||
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.01 % | 5 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.00 % * | 4 % | Factsheet |
|
* Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investiert in Immobilienfonds, die im SXI Real Estate Funds Broad Total Return Index vertreten sind. Diese Immobilienfonds weisen TER-Kosten auf. Im Factsheet zum UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc werden die TER-Kosten der Subfonds in den «TER» ausgewiesen. Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc selbst verfügt über ein TER von 0.00 %. |
||||
| Fondsbezeichnung | ISIN | TER | Gewicht | |
|---|---|---|---|---|
| Liquidität | ||||
| Cash | 0.00 % | 1 % | ||
| Aktien | 40 % | |||
| UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc | CH0046164148 | 0.01 % | 12 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Passive II I-X-acc | CH0046164783 | 0.00 % | 8 % | Factsheet |
| UBS AST 2 Global Equities (ex CH) Passive II (hedged in CHF) I-X-acc | CH0147419797 | 0.00 % | 8 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Emerging Markets Global Passive II I-X-acc | CH0252809717 | 0.00 % | 4 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc | CH0302290124 | 0.01 % | 4 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 4 % | Factsheet |
| Obligationen | 50 % | |||
| UBS (CH) Institutional Fund - Global Corporate Bonds Passive (CHF hedged) II I-X-acc | CH0184182670 | 0.00 % | 20 % | Factsheet |
| UBS AST Obligationen CHF Indexiert I-X-acc | CH0121950445 | 0.00 % | 15 % | Factsheet |
| UBS (CH) Investment Fund - Global Government Bonds Climate Aware (CHF hedged) I-X-acc | CH0022650888 | 0.02 % | 10 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Bonds Emerging Markets Aggregate ESG Passive (CHF hedged) II I-X-acc | CH0244558836 | 0.00 % | 5 % | Factsheet |
| Immobilien | 9 % | |||
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.01 % | 5 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.00 % * | 4 % | Factsheet |
|
* Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investiert in Immobilienfonds, die im SXI Real Estate Funds Broad Total Return Index vertreten sind. Diese Immobilienfonds weisen TER-Kosten auf. Im Factsheet zum UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc werden die TER-Kosten der Subfonds in den «TER» ausgewiesen. Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc selbst verfügt über ein TER von 0.00 %. |
||||
| Fondsbezeichnung | ISIN | TER | Gewicht | |
|---|---|---|---|---|
| Liquidität | ||||
| Cash | 0.00 % | 1 % | ||
| Aktien | 60 % | |||
| UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc | CH0046164148 | 0.01 % | 18 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Passive II I-X-acc | CH0046164783 | 0.00 % | 12 % | Factsheet |
| UBS AST 2 Global Equities (ex CH) Passive II (hedged in CHF) I-X-acc | CH0147419797 | 0.00 % | 12 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Emerging Markets Global Passive II I-X-acc | CH0252809717 | 0.00 % | 6 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc | CH0302290124 | 0.01 % | 6 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 6 % | Factsheet |
| Obligationen | 30 % | |||
| UBS (CH) Institutional Fund - Global Corporate Bonds Passive (CHF hedged) II I-X-acc | CH0184182670 | 0.00 % | 12 % | Factsheet |
| UBS AST Obligationen CHF Indexiert I-X-acc | CH0121950445 | 0.00 % | 9 % | Factsheet |
| UBS (CH) Investment Fund - Global Government Bonds Climate Aware (CHF hedged) I-X-acc | CH0022650888 | 0.02 % | 6 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Bonds Emerging Markets Aggregate ESG Passive (CHF hedged) II I-X-acc | CH0244558836 | 0.00 % | 3 % | Factsheet |
| Immobilien | 9 % | |||
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.01 % | 5 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.00 % * | 4 % | Factsheet |
|
* Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investiert in Immobilienfonds, die im SXI Real Estate Funds Broad Total Return Index vertreten sind. Diese Immobilienfonds weisen TER-Kosten auf. Im Factsheet zum UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc werden die TER-Kosten der Subfonds in den «TER» ausgewiesen. Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc selbst verfügt über ein TER von 0.00 %. |
||||
| Fondsbezeichnung | ISIN | TER | Gewicht | |
|---|---|---|---|---|
| Liquidität | ||||
| Cash | 0.00 % | 1 % | ||
| Aktien | 80 % | |||
| UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc | CH0046164148 | 0.01 % | 24 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Passive II I-X-acc | CH0046164783 | 0.00 % | 16 % | Factsheet |
| UBS AST 2 Global Equities (ex CH) Passive II (hedged in CHF) I-X-acc | CH0147419797 | 0.00 % | 16 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Emerging Markets Global Passive II I-X-acc | CH0252809717 | 0.00 % | 8 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc | CH0302290124 | 0.01 % | 8 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 8 % | Factsheet |
| Obligationen | 10 % | |||
| UBS (CH) Institutional Fund - Global Corporate Bonds Passive (CHF hedged) II I-X-acc | CH0184182670 | 0.00 % | 4 % | Factsheet |
| UBS AST Obligationen CHF Indexiert I-X-acc | CH0121950445 | 0.00 % | 3 % | Factsheet |
| UBS (CH) Investment Fund - Global Government Bonds Climate Aware (CHF hedged) I-X-acc | CH0022650888 | 0.02 % | 2 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Bonds Emerging Markets Aggregate ESG Passive (CHF hedged) II I-X-acc | CH0244558836 | 0.00 % | 1 % | Factsheet |
| Immobilien | 9 % | |||
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.01 % | 5 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.00 % * | 4 % | Factsheet |
|
* Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investiert in Immobilienfonds, die im SXI Real Estate Funds Broad Total Return Index vertreten sind. Diese Immobilienfonds weisen TER-Kosten auf. Im Factsheet zum UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc werden die TER-Kosten der Subfonds in den «TER» ausgewiesen. Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc selbst verfügt über ein TER von 0.00 %. |
||||
| Fondsbezeichnung | ISIN | TER | Gewicht | |
|---|---|---|---|---|
| Liquidität | ||||
| Cash | 0.00 % | 1 % | ||
| Aktien | 99 % | |||
| UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc | CH0046164148 | 0.01 % | 29 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Passive II I-X-acc | CH0046164783 | 0.00 % | 20 % | Factsheet |
| UBS AST 2 Global Equities (ex CH) Passive II (hedged in CHF) I-X-acc | CH0147419797 | 0.00 % | 20 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Emerging Markets Global Passive II I-X-acc | CH0252809717 | 0.00 % | 10 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc | CH0302290124 | 0.01 % | 10 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 10 % | Factsheet |
| Fondsbezeichnung | ISIN | TER | Gewicht | |
|---|---|---|---|---|
| Liquidität | ||||
| Cash | 0.00 % | 1 % | ||
| Obligationen | 99 % | |||
| UBS (CH) Investment Fund – Bonds CHF Inland Medium Term Passive I-X | CH0117297561 | 0.01 % | 99 % | Factsheet |
| Fondsbezeichnung | ISIN | TER | Gewicht | |
|---|---|---|---|---|
| Liquidität | ||||
| Cash | 0.00 % | 1 % | ||
| Aktien | 20 % | |||
| UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc | CH0046164148 | 0.01 % | 10 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc | CH0302290124 | 0.01 % | 4 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Passive II I-X-acc | CH0046164783 | 0.00 % | 2 % | Factsheet |
| UBS AST 2 Global Equities (ex CH) Passive II (hedged in CHF) I-X-acc | CH0147419797 | 0.00 % | 2 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Emerging Markets Global Passive II I-X-acc | CH0252809717 | 0.00 % | 1 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 1 % | Factsheet |
| Obligationen | 70 % | |||
| UBS AST Obligationen CHF Indexiert I-X-acc | CH0121950445 | 0.00 % | 28 % | Factsheet |
| UBS (CH) Institutional Fund - Global Corporate Bonds Passive (CHF hedged) II I-X-acc | CH0184182670 | 0.00 % | 21 % | Factsheet |
| UBS (CH) Investment Fund - Global Government Bonds Climate Aware (CHF hedged) I-X-acc | CH0022650888 | 0.02 % | 14 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Bonds Emerging Markets Aggregate ESG Passive (CHF hedged) II I-X-acc | CH0244558836 | 0.00 % | 7 % | Factsheet |
| Immobilien | 9 % | |||
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.00 % * | 6 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.01 % | 3 % | Factsheet |
|
* Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investiert in Immobilienfonds, die im SXI Real Estate Funds Broad Total Return Index vertreten sind. Diese Immobilienfonds weisen TER-Kosten auf. Im Factsheet zum UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc werden die TER-Kosten der Subfonds in den «TER» ausgewiesen. Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc selbst verfügt über ein TER von 0.00 %. |
||||
| Fondsbezeichnung | ISIN | TER | Gewicht | |
|---|---|---|---|---|
| Liquidität | ||||
| Cash | 0.00 % | 1 % | ||
| Aktien | 40 % | |||
| UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc | CH0046164148 | 0.01 % | 20 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc | CH0302290124 | 0.01 % | 8 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Passive II I-X-acc | CH0046164783 | 0.00 % | 4 % | Factsheet |
| UBS AST 2 Global Equities (ex CH) Passive II (hedged in CHF) I-X-acc | CH0147419797 | 0.00 % | 4 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Emerging Markets Global Passive II I-X-acc | CH0252809717 | 0.00 % | 2 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 2 % | Factsheet |
| Obligationen | 50 % | |||
| UBS AST Obligationen CHF Indexiert I-X-acc | CH0121950445 | 0.00 % | 20 % | Factsheet |
| UBS (CH) Institutional Fund - Global Corporate Bonds Passive (CHF hedged) II I-X-acc | CH0184182670 | 0.00 % | 15 % | Factsheet |
| UBS (CH) Investment Fund - Global Government Bonds Climate Aware (CHF hedged) I-X-acc | CH0022650888 | 0.02 % | 10 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Bonds Emerging Markets Aggregate ESG Passive (CHF hedged) II I-X-acc | CH0244558836 | 0.00 % | 5 % | Factsheet |
| Immobilien | 9 % | |||
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.00 % * | 6 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.01 % | 3 % | Factsheet |
|
* Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investiert in Immobilienfonds, die im SXI Real Estate Funds Broad Total Return Index vertreten sind. Diese Immobilienfonds weisen TER-Kosten auf. Im Factsheet zum UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc werden die TER-Kosten der Subfonds in den «TER» ausgewiesen. Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc selbst verfügt über ein TER von 0.00 %. |
||||
| Fondsbezeichnung | ISIN | TER | Gewicht | |
|---|---|---|---|---|
| Liquidität | ||||
| Cash | 0.00 % | 1 % | ||
| Aktien | 60 % | |||
| UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc | CH0046164148 | 0.01 % | 30 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc | CH0302290124 | 0.01 % | 12 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Passive II I-X-acc | CH0046164783 | 0.00 % | 6 % | Factsheet |
| UBS AST 2 Global Equities (ex CH) Passive II (hedged in CHF) I-X-acc | CH0147419797 | 0.00 % | 6 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Emerging Markets Global Passive II I-X-acc | CH0252809717 | 0.00 % | 3 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 3 % | Factsheet |
| Obligationen | 30 % | |||
| UBS AST Obligationen CHF Indexiert I-X-acc | CH0121950445 | 0.00 % | 12 % | Factsheet |
| UBS (CH) Institutional Fund - Global Corporate Bonds Passive (CHF hedged) II I-X-acc | CH0184182670 | 0.00 % | 9 % | Factsheet |
| UBS (CH) Investment Fund - Global Government Bonds Climate Aware (CHF hedged) I-X-acc | CH0022650888 | 0.02 % | 6 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Bonds Emerging Markets Aggregate ESG Passive (CHF hedged) II I-X-acc | CH0244558836 | 0.00 % | 3 % | Factsheet |
| Immobilien | 9 % | |||
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.00 % * | 6 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.01 % | 3 % | Factsheet |
|
* Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investiert in Immobilienfonds, die im SXI Real Estate Funds Broad Total Return Index vertreten sind. Diese Immobilienfonds weisen TER-Kosten auf. Im Factsheet zum UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc werden die TER-Kosten der Subfonds in den «TER» ausgewiesen. Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc selbst verfügt über ein TER von 0.00 %. |
||||
| Fondsbezeichnung | ISIN | TER | Gewicht | |
|---|---|---|---|---|
| Liquidität | ||||
| Cash | 0.00 % | 1 % | ||
| Aktien | 80 % | |||
| UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc | CH0046164148 | 0.01 % | 40 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc | CH0302290124 | 0.01 % | 16 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Passive II I-X-acc | CH0046164783 | 0.00 % | 8 % | Factsheet |
| UBS AST 2 Global Equities (ex CH) Passive II (hedged in CHF) I-X-acc | CH0147419797 | 0.00 % | 8 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Emerging Markets Global Passive II I-X-acc | CH0252809717 | 0.00 % | 4 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 4 % | Factsheet |
| Obligationen | 10 % | |||
| UBS AST Obligationen CHF Indexiert I-X-acc | CH0121950445 | 0.00 % | 4 % | Factsheet |
| UBS (CH) Institutional Fund - Global Corporate Bonds Passive (CHF hedged) II I-X-acc | CH0184182670 | 0.00 % | 3 % | Factsheet |
| UBS (CH) Investment Fund - Global Government Bonds Climate Aware (CHF hedged) I-X-acc | CH0022650888 | 0.02 % | 2 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Bonds Emerging Markets Aggregate ESG Passive (CHF hedged) II I-X-acc | CH0244558836 | 0.00 % | 1 % | Factsheet |
| Immobilien | 9 % | |||
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.00 % * | 6 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.01 % | 3 % | Factsheet |
|
* Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investiert in Immobilienfonds, die im SXI Real Estate Funds Broad Total Return Index vertreten sind. Diese Immobilienfonds weisen TER-Kosten auf. Im Factsheet zum UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc werden die TER-Kosten der Subfonds in den «TER» ausgewiesen. Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc selbst verfügt über ein TER von 0.00 %. |
||||
| Fondsbezeichnung | ISIN | TER | Gewicht | |
|---|---|---|---|---|
| Liquidität | ||||
| Cash | 0.00 % | 1 % | ||
| Aktien | 99 % | |||
| UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc | CH0046164148 | 0.01 % | 49 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc | CH0302290124 | 0.01 % | 20 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Passive II I-X-acc | CH0046164783 | 0.00 % | 10 % | Factsheet |
| UBS AST 2 Global Equities (ex CH) Passive II (hedged in CHF) I-X-acc | CH0147419797 | 0.00 % | 10 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Emerging Markets Global Passive II I-X-acc | CH0252809717 | 0.00 % | 5 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 5 % | Factsheet |
| Fondsbezeichnung | ISIN | TER | Gewicht | |
|---|---|---|---|---|
| Liquidität | ||||
| Cash | 0.00 % | 1 % | ||
| Obligationen | 99 % | |||
| UBS (CH) Investment Fund – Bonds CHF Inland Medium Term Passive I-X | CH0117297561 | 0.01 % | 99 % | Factsheet |
| Fondsbezeichnung | ISIN | TER | Gewicht | |
|---|---|---|---|---|
| Liquidität | ||||
| Cash | 0.00 % | 1 % | ||
| Aktien | 20 % | |||
| UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc | CH0046164148 | 0.01 % | 6 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global ESG Leaders Passive II I-X-acc | CH1140318861 | 0.01 % | 4 % | Factsheet |
| UBS AST 2 Global Equities (ex CH) ESG Leaders Passive (hedged in CHF) II I-X-acc | CH1140318879 | 0.00 % | 4 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Emerging Markets Global ESG Leaders Passive II I-X-acc | CH1167887459 | 0.01 % | 2 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc | CH0302290124 | 0.01 % | 2 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 2 % | Factsheet |
| Obligationen | 70 % | |||
| UBS (CH) Institutional Fund 3 - Global Aggregate Bonds ESG Passive (CHF hedged) II I-X-acc | CH1162399898 | 0.01 % | 28 % | Factsheet |
| UBS AST Obligationen CHF ESG Indexiert II I-X-acc | CH0594519982 | 0.00 % | 21 % | Factsheet |
| UBS (CH) Investment Fund - Global Government Bonds Climate Aware (CHF hedged) I-X-acc | CH0022650888 | 0.02 % | 14 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Bonds Emerging Markets Aggregate ESG Passive (CHF hedged) II I-X-acc | CH0244558836 | 0.00 % | 7 % | Factsheet |
| Immobilien | 9 % | |||
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.01 % | 5 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.00 % * | 4 % | Factsheet |
|
* Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investiert in Immobilienfonds, die im SXI Real Estate Funds Broad Total Return Index vertreten sind. Diese Immobilienfonds weisen TER-Kosten auf. Im Factsheet zum UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc werden die TER-Kosten der Subfonds in den «TER» ausgewiesen. Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc selbst verfügt über ein TER von 0.00 %. |
||||
| Fondsbezeichnung | ISIN | TER | Gewicht | |
|---|---|---|---|---|
| Liquidität | ||||
| Cash | 0.00 % | 1 % | ||
| Aktien | 40 % | |||
| UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc | CH0046164148 | 0.01 % | 12 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global ESG Leaders Passive II I-X-acc | CH1140318861 | 0.01 % | 8 % | Factsheet |
| UBS AST 2 Global Equities (ex CH) ESG Leaders Passive (hedged in CHF) II I-X-acc | CH1140318879 | 0.00 % | 8 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Emerging Markets Global ESG Leaders Passive II I-X-acc | CH1167887459 | 0.01 % | 4 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc | CH0302290124 | 0.01 % | 4 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 4 % | Factsheet |
| Obligationen | 50 % | |||
| UBS (CH) Institutional Fund 3 - Global Aggregate Bonds ESG Passive (CHF hedged) II I-X-acc | CH1162399898 | 0.01 % | 20 % | Factsheet |
| UBS AST Obligationen CHF ESG Indexiert II I-X-acc | CH0594519982 | 0.00 % | 15 % | Factsheet |
| UBS (CH) Investment Fund - Global Government Bonds Climate Aware (CHF hedged) I-X-acc | CH0022650888 | 0.02 % | 10 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Bonds Emerging Markets Aggregate ESG Passive (CHF hedged) II I-X-acc | CH0244558836 | 0.00 % | 5 % | Factsheet |
| Immobilien | 9 % | |||
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.01 % | 5 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.00 % * | 4 % | Factsheet |
|
* Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investiert in Immobilienfonds, die im SXI Real Estate Funds Broad Total Return Index vertreten sind. Diese Immobilienfonds weisen TER-Kosten auf. Im Factsheet zum UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc werden die TER-Kosten der Subfonds in den «TER» ausgewiesen. Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc selbst verfügt über ein TER von 0.00 %. |
||||
| Fondsbezeichnung | ISIN | TER | Gewicht | |
|---|---|---|---|---|
| Liquidität | ||||
| Cash | 0.00 % | 1 % | ||
| Aktien | 60 % | |||
| UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc | CH0046164148 | 0.01 % | 18 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global ESG Leaders Passive II I-X-acc | CH1140318861 | 0.01 % | 12 % | Factsheet |
| UBS AST 2 Global Equities (ex CH) ESG Leaders Passive (hedged in CHF) II I-X-acc | CH1140318879 | 0.00 % | 12 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Emerging Markets Global ESG Leaders Passive II I-X-acc | CH1167887459 | 0.01 % | 6 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc | CH0302290124 | 0.01 % | 6 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 6 % | Factsheet |
| Obligationen | 30 % | |||
| UBS (CH) Institutional Fund 3 - Global Aggregate Bonds ESG Passive (CHF hedged) II I-X-acc | CH1162399898 | 0.01 % | 12 % | Factsheet |
| UBS AST Obligationen CHF ESG Indexiert II I-X-acc | CH0594519982 | 0.00 % | 9 % | Factsheet |
| UBS (CH) Investment Fund - Global Government Bonds Climate Aware (CHF hedged) I-X-acc | CH0022650888 | 0.02 % | 6 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Bonds Emerging Markets Aggregate ESG Passive (CHF hedged) II I-X-acc | CH0244558836 | 0.00 % | 3 % | Factsheet |
| Immobilien | 9 % | |||
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.01 % | 5 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.00 % * | 4 % | Factsheet |
|
* Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investiert in Immobilienfonds, die im SXI Real Estate Funds Broad Total Return Index vertreten sind. Diese Immobilienfonds weisen TER-Kosten auf. Im Factsheet zum UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc werden die TER-Kosten der Subfonds in den «TER» ausgewiesen. Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc selbst verfügt über ein TER von 0.00 %. |
||||
| Fondsbezeichnung | ISIN | TER | Gewicht | |
|---|---|---|---|---|
| Liquidität | ||||
| Cash | 0.00 % | 1 % | ||
| Aktien | 80 % | |||
| UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc | CH0046164148 | 0.01 % | 24 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global ESG Leaders Passive II I-X-acc | CH1140318861 | 0.01 % | 16 % | Factsheet |
| UBS AST 2 Global Equities (ex CH) ESG Leaders Passive (hedged in CHF) II I-X-acc | CH1140318879 | 0.00 % | 16 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Emerging Markets Global ESG Leaders Passive II I-X-acc | CH1167887459 | 0.01 % | 8 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc | CH0302290124 | 0.01 % | 8 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 8 % | Factsheet |
| Obligationen | 10 % | |||
| UBS (CH) Institutional Fund 3 - Global Aggregate Bonds ESG Passive (CHF hedged) II I-X-acc | CH1162399898 | 0.01 % | 4 % | Factsheet |
| UBS AST Obligationen CHF ESG Indexiert II I-X-acc | CH0594519982 | 0.00 % | 3 % | Factsheet |
| UBS (CH) Investment Fund - Global Government Bonds Climate Aware (CHF hedged) I-X-acc | CH0022650888 | 0.02 % | 2 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Bonds Emerging Markets Aggregate ESG Passive (CHF hedged) II I-X-acc | CH0244558836 | 0.00 % | 1 % | Factsheet |
| Immobilien | 9 % | |||
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.01 % | 5 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.00 % * | 4 % | Factsheet |
|
* Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investiert in Immobilienfonds, die im SXI Real Estate Funds Broad Total Return Index vertreten sind. Diese Immobilienfonds weisen TER-Kosten auf. Im Factsheet zum UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc werden die TER-Kosten der Subfonds in den «TER» ausgewiesen. Der UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc selbst verfügt über ein TER von 0.00 %. |
||||
| Fondsbezeichnung | ISIN | TER | Gewicht | |
|---|---|---|---|---|
| Liquidität | ||||
| Cash | 0.00 % | 1 % | ||
| Aktien | 99 % | |||
| UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc | CH0046164148 | 0.01 % | 29 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global ESG Leaders Passive II I-X-acc | CH1140318861 | 0.01 % | 20 % | Factsheet |
| UBS AST 2 Global Equities (ex CH) ESG Leaders Passive (hedged in CHF) II I-X-acc | CH1140318879 | 0.00 % | 20 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Emerging Markets Global ESG Leaders Passive II I-X-acc | CH1167887459 | 0.01 % | 10 % | Factsheet |
| UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc | CH0302290124 | 0.01 % | 10 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 10 % | Factsheet |
Strategie individualisieren
Die Anlagestrategien können gebührenfrei angepasst werden. Sie können andere Indexbausteine einsetzen oder die Gewichte ändern. Ihnen steht eine Vielfalt von Indexinstrumenten zur Verfügung.
Institutioneller Fondsbezug
Was Ihnen als privater Anleger verwehrt ist, können Sie über die finpension 3a Vorsorgestiftung tun. Sie können in die Fondsklasse investieren, die sonst institutionellen Anlegern vorbehalten ist. Dadurch und dank unserer Pauschalgebühr von 0.39 % können Sie deutlich günstiger in Wertschriften investieren, als dies mit üblichen Vorsorgefonds möglich ist.
Indexfonds
Die Anlagestrategien werden mit Indexfonds umgesetzt. Indexfonds zählen wie ETFs zu den passiven Anlageinstrumenten. Indexfonds haben allerdings gegenüber ETFs zwei wesentliche Vorteile:
- Quellensteuern auf ausländischen Dividenden und Zinserträgen können dank einer Anlegerkreiskontrolle zurückgefordert werden.
- Es fallen keine Stempelabgaben beim Kauf und Verkauf der Fonds an (je 0.075 % gespart bei Schweizer bzw. je 0.15 % bei ausländischen ETFs).
Depotbank
finpension ist bankunabhängig. Wir haben weder eine vertragliche Verpflichtung, bestimmte Fonds zu verkaufen, noch ist eine Depotbank an finpension beteiligt. Diese Unabhängigkeit ermöglicht es uns, auf Veränderungen rasch zu reagieren und Wertschriften bei Bedarf zu einer anderen Depotbank zu transferieren.
Die finpension 3a Vorsorgestiftung hat aktuell Zugang zu den institutionellen Fonds von drei Fondshäusern, der Credit Suisse, von Swisscanto und von UBS. Die Fonds dieser Fondshäuser werden auch von vielen Pensionskassen eingesetzt und verwalten ein sehr hohes Volumen von deutlich über 100 Milliarden Franken.