Vested Benefits Foundation

Investment focus

Investment risk: medium
finpension Equity 0
Product costs (TER): 0.00 %
finpension Equity 20
Product costs (TER): 0.00 %
finpension Equity 40
Product costs (TER): 0.00 %
finpension Equity 60
Product costs (TER): 0.01 %
finpension Equity 80
Product costs (TER): 0.01 %
finpension Equity 100
Product costs (TER): 0.01 %
finpension Equity 0
Product costs (TER): 0.00 %
finpension Equity 20
Product costs (TER): 0.00 %
finpension Equity 40
Product costs (TER): 0.01 %
finpension Equity 60
Product costs (TER): 0.01 %
finpension Equity 80
Product costs (TER): 0.01 %
finpension Equity 100
Product costs (TER): 0.01 %
finpension Equity 0
Product costs (TER): 0.00 %
finpension Equity 20
Product costs (TER): 0.00 %
finpension Equity 40
Product costs (TER): 0.00 %
finpension Equity 60
Product costs (TER): 0.00 %
finpension Equity 80
Product costs (TER): 0.00 %
finpension Equity 100
Product costs (TER): 0.00 %

 

Compare the performance of up to 6 strategies

  Equity 0 Equity 20 Equity 40 Equity 60 Equity 80 Equity 100
Global
Switzerland
Sustainable

finpension Equity 40

Asset name ISIN TER Weight  
Cash
Cash 0.00 %  1 %
Bonds 99 %
UBS (CH) Institutional Fund 3 - Bonds CHF Inland Medium Term Passive II I-X-acc CH0232004017 0.00 %  99 % Factsheet
Asset name ISIN TER Weight  
Cash
Cash 0.00 %  1 %
Equities 20 %
UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc CH0046164148 0.01 %  6 % 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 2 - Equities Global Passive II I-X-acc CH0046164783 0.01 %  4 % Factsheet
UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc CH0302290124 0.01 %  2 % 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
Bonds 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
Real Estate 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

* UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc, the TER costs of the sub-funds are shown under «TER». UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc itself has a TER of 0.00 %.

Asset name ISIN TER Weight  
Cash
Cash 0.00 %  1 %
Equities 40 %
UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc CH0046164148 0.01 %  12 % 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 2 - Equities Global Passive II I-X-acc CH0046164783 0.01 %  8 % Factsheet
UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc CH0302290124 0.01 %  4 % 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
Bonds 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
Real Estate 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

* UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc, the TER costs of the sub-funds are shown under «TER». UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc itself has a TER of 0.00 %.

Asset name ISIN TER Weight  
Cash
Cash 0.00 %  1 %
Equities 60 %
UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc CH0046164148 0.01 %  18 % 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 2 - Equities Global Passive II I-X-acc CH0046164783 0.01 %  12 % Factsheet
UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc CH0302290124 0.01 %  6 % Factsheet
UBS (CH) Institutional Fund - Equities Emerging Markets Global Passive II I-X-acc CH0252809717 0.00 %  6 % Factsheet
UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc CH0209675195 0.00 %  6 % Factsheet
Bonds 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
Real Estate 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

* UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc, the TER costs of the sub-funds are shown under «TER». UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc itself has a TER of 0.00 %.

Asset name ISIN TER Weight  
Cash
Cash 0.00 %  1 %
Equities 80 %
UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc CH0046164148 0.01 %  24 % 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 2 - Equities Global Passive II I-X-acc CH0046164783 0.01 %  16 % Factsheet
UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc CH0302290124 0.01 %  8 % Factsheet
UBS (CH) Institutional Fund - Equities Emerging Markets Global Passive II I-X-acc CH0252809717 0.00 %  8 % Factsheet
UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc CH0209675195 0.00 %  8 % Factsheet
Bonds 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
Real Estate 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

* UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc, the TER costs of the sub-funds are shown under «TER». UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc itself has a TER of 0.00 %.

Asset name ISIN TER Weight  
Cash
Cash 0.00 %  1 %
Equities 99 %
UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc CH0046164148 0.01 %  29 % 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 2 - Equities Global Passive II I-X-acc CH0046164783 0.01 %  20 % Factsheet
UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc CH0302290124 0.01 %  10 % Factsheet
UBS (CH) Institutional Fund - Equities Emerging Markets Global Passive II I-X-acc CH0252809717 0.00 %  10 % Factsheet
UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc CH0209675195 0.00 %  10 % Factsheet
Asset name ISIN TER Weight  
Cash
Cash 0.00 %  1 %
Bonds 99 %
UBS (CH) Institutional Fund 3 - Bonds CHF Inland Medium Term Passive II I-X-acc CH0232004017 0.00 %  99 % Factsheet
Asset name ISIN TER Weight  
Cash
Cash 0.00 %  1 %
Equities 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 AST 2 Global Equities (ex CH) Passive II (hedged in CHF) I-X-acc CH0147419797 0.00 %  2 % Factsheet
UBS (CH) Institutional Fund 2 - Equities Global Passive II I-X-acc CH0046164783 0.01 %  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
Bonds 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
Real Estate 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

* UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc, the TER costs of the sub-funds are shown under «TER». UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc itself has a TER of 0.00 %.

Asset name ISIN TER Weight  
Cash
Cash 0.00 %  1 %
Equities 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 AST 2 Global Equities (ex CH) Passive II (hedged in CHF) I-X-acc CH0147419797 0.00 %  4 % Factsheet
UBS (CH) Institutional Fund 2 - Equities Global Passive II I-X-acc CH0046164783 0.01 %  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
Bonds 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
Real Estate 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

* UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc, the TER costs of the sub-funds are shown under «TER». UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc itself has a TER of 0.00 %.

Asset name ISIN TER Weight  
Cash
Cash 0.00 %  1 %
Equities 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 AST 2 Global Equities (ex CH) Passive II (hedged in CHF) I-X-acc CH0147419797 0.00 %  6 % Factsheet
UBS (CH) Institutional Fund 2 - Equities Global Passive II I-X-acc CH0046164783 0.01 %  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
Bonds 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
Real Estate 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

* UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc, the TER costs of the sub-funds are shown under «TER». UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc itself has a TER of 0.00 %.

Asset name ISIN TER Weight  
Cash
Cash 0.00 %  1 %
Equities 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 AST 2 Global Equities (ex CH) Passive II (hedged in CHF) I-X-acc CH0147419797 0.00 %  8 % Factsheet
UBS (CH) Institutional Fund 2 - Equities Global Passive II I-X-acc CH0046164783 0.01 %  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
Bonds 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
Real Estate 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

* UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc, the TER costs of the sub-funds are shown under «TER». UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc itself has a TER of 0.00 %.

Asset name ISIN TER Weight  
Cash
Cash 0.00 %  1 %
Equities 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 AST 2 Global Equities (ex CH) Passive II (hedged in CHF) I-X-acc CH0147419797 0.00 %  10 % Factsheet
UBS (CH) Institutional Fund 2 - Equities Global Passive II I-X-acc CH0046164783 0.01 %  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
Asset name ISIN TER Weight  
Cash
Cash 0.00 %  1 %
Bonds 99 %
UBS (CH) Institutional Fund 3 - Bonds CHF Inland Medium Term Passive II I-X-acc CH0232004017 0.00 %  99 % Factsheet
Asset name ISIN TER Weight  
Cash
Cash 0.00 %  1 %
Equities 20 %
UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc CH0046164148 0.01 %  6 % Factsheet
UBS AST 2 Global Equities (ex CH) ESG Leaders Passive (hedged in CHF) II I-X-acc CH1140318879 0.00 %  4 %
UBS (CH) Institutional Fund 2 - Equities Global ESG Leaders Passive II I-X-acc CH1140318861 0.00 %  4 % Factsheet
UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc CH0302290124 0.01 %  2 % Factsheet
UBS (CH) Institutional Fund - Equities Emerging Markets Global ESG Leaders Passive II I-X-acc CH1167887459 0.00 %  2 % Factsheet
UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc CH0209675195 0.00 %  2 % Factsheet
Bonds 70 %
UBS (CH) Institutional Fund 3 - Global Aggregate Bonds ESG Passive (CHF hedged) II I-X-acc CH1162399898 0.00 %  28 %
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
Real Estate 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

* UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc, the TER costs of the sub-funds are shown under «TER». UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc itself has a TER of 0.00 %.

Asset name ISIN TER Weight  
Cash
Cash 0.00 %  1 %
Equities 40 %
UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc CH0046164148 0.01 %  12 % Factsheet
UBS AST 2 Global Equities (ex CH) ESG Leaders Passive (hedged in CHF) II I-X-acc CH1140318879 0.00 %  8 %
UBS (CH) Institutional Fund 2 - Equities Global ESG Leaders Passive II I-X-acc CH1140318861 0.00 %  8 % Factsheet
UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc CH0302290124 0.01 %  4 % Factsheet
UBS (CH) Institutional Fund - Equities Emerging Markets Global ESG Leaders Passive II I-X-acc CH1167887459 0.00 %  4 % Factsheet
UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc CH0209675195 0.00 %  4 % Factsheet
Bonds 50 %
UBS (CH) Institutional Fund 3 - Global Aggregate Bonds ESG Passive (CHF hedged) II I-X-acc CH1162399898 0.00 %  20 %
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
Real Estate 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

* UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc, the TER costs of the sub-funds are shown under «TER». UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc itself has a TER of 0.00 %.

Asset name ISIN TER Weight  
Cash
Cash 0.00 %  1 %
Equities 60 %
UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc CH0046164148 0.01 %  18 % Factsheet
UBS AST 2 Global Equities (ex CH) ESG Leaders Passive (hedged in CHF) II I-X-acc CH1140318879 0.00 %  12 %
UBS (CH) Institutional Fund 2 - Equities Global ESG Leaders Passive II I-X-acc CH1140318861 0.00 %  12 % Factsheet
UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc CH0302290124 0.01 %  6 % Factsheet
UBS (CH) Institutional Fund - Equities Emerging Markets Global ESG Leaders Passive II I-X-acc CH1167887459 0.00 %  6 % Factsheet
UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc CH0209675195 0.00 %  6 % Factsheet
Bonds 30 %
UBS (CH) Institutional Fund 3 - Global Aggregate Bonds ESG Passive (CHF hedged) II I-X-acc CH1162399898 0.00 %  12 %
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
Real Estate 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

* UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc, the TER costs of the sub-funds are shown under «TER». UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc itself has a TER of 0.00 %.

Asset name ISIN TER Weight  
Cash
Cash 0.00 %  1 %
Equities 80 %
UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc CH0046164148 0.01 %  24 % Factsheet
UBS AST 2 Global Equities (ex CH) ESG Leaders Passive (hedged in CHF) II I-X-acc CH1140318879 0.00 %  16 %
UBS (CH) Institutional Fund 2 - Equities Global ESG Leaders Passive II I-X-acc CH1140318861 0.00 %  16 % Factsheet
UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc CH0302290124 0.01 %  8 % Factsheet
UBS (CH) Institutional Fund - Equities Emerging Markets Global ESG Leaders Passive II I-X-acc CH1167887459 0.00 %  8 % Factsheet
UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc CH0209675195 0.00 %  8 % Factsheet
Bonds 10 %
UBS (CH) Institutional Fund 3 - Global Aggregate Bonds ESG Passive (CHF hedged) II I-X-acc CH1162399898 0.00 %  4 %
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
Real Estate 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

* UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc, the TER costs of the sub-funds are shown under «TER». UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc itself has a TER of 0.00 %.

Asset name ISIN TER Weight  
Cash
Cash 0.00 %  1 %
Equities 99 %
UBS (CH) Institutional Fund - Equities Switzerland Passive Large II I-X-acc CH0046164148 0.01 %  29 % Factsheet
UBS AST 2 Global Equities (ex CH) ESG Leaders Passive (hedged in CHF) II I-X-acc CH1140318879 0.00 %  20 %
UBS (CH) Institutional Fund 2 - Equities Global ESG Leaders Passive II I-X-acc CH1140318861 0.00 %  20 % Factsheet
UBS (CH) Institutional Fund - Equities Switzerland Small & Mid Cap Passive II I-X-acc CH0302290124 0.01 %  10 % Factsheet
UBS (CH) Institutional Fund - Equities Emerging Markets Global ESG Leaders Passive II I-X-acc CH1167887459 0.00 %  10 % Factsheet
UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc CH0209675195 0.00 %  10 % Factsheet

Individualise strategy

The investment strategies can be adjusted free of charge. You can use other index building blocks or change the weights. A wide range of index funds is available to you.

Institutional fund access

What you are denied as a private investor, you can do through the finpension Vested Benefits Foundation. You can invest in the fund class that is otherwise reserved for institutional investors. Thanks to this and our flat fee of 0.49% (plus VAT) you can invest in securities at a significantly lower price than is possible with conventional pension funds.

 

Indexfunds

Like ETFs, index funds are passive investment instruments. However, index funds have two major advantages over ETFs:

To the comparision of ETFs and index funds.

Custodian Bank

finpension is independent of banks. We have no contractual obligation to sell certain funds, nor does any custodian bank have an interest in finpension. This independence enables us to react quickly to changes and to transfer securities to another custodian bank if necessary.

The finpension Vested Benefits Foundation currently has access to the institutional funds of of three fund houses, Credit Suisse, Swisscanto and UBS. The funds of these fund houses are used by many pension funds as well and manage a very high volume of well over CHF 100 billion.