Stratégies
Orientation de l'investissement
Société de fonds
Comparer les performances de 6 stratégies au maximum
| Actions 0 | Actions 20 | Actions 40 | Actions 60 | Actions 80 | Actions 100 | |
|---|---|---|---|---|---|---|
| Globale | ||||||
| Suisse | ||||||
| Durable |
finpension Actions 40
| Nom du fonds | ISIN | TER | Pondération | |
|---|---|---|---|---|
| Liquidité | ||||
| Cash | 0.00 % | 1 % | ||
| Obligations | 99 % | |||
| UBS (CH) Institutional Fund 3 - Bonds CHF Inland Medium Term Passive II I-X-acc | CH0232004017 | 0.01 % | 99 % | Factsheet |
| Nom du fonds | ISIN | TER | Pondération | |
|---|---|---|---|---|
| Liquidité | ||||
| Cash | 0.00 % | 1 % | ||
| Actions | 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 | 0.00 % | 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 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 |
| Obligations | 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 |
| Immobilier | 9 % | |||
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.00 % | 5 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.73 % * | 4 % | Factsheet |
|
* Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investit dans des fonds immobiliers qui sont représentés dans l'indice SXI Real Estate Funds Broad Total Return. Ces fonds immobiliers ont des frais de TER, qui sont indiqués dans la fiche technique de UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc sous la rubrique «TER». Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc a lui-même un TER de 0,00 %. |
||||
| Nom du fonds | ISIN | TER | Pondération | |
|---|---|---|---|---|
| Liquidité | ||||
| Cash | 0.00 % | 1 % | ||
| Actions | 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 | 0.00 % | 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 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 |
| Obligations | 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 |
| Immobilier | 9 % | |||
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.00 % | 5 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.73 % * | 4 % | Factsheet |
|
* Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investit dans des fonds immobiliers qui sont représentés dans l'indice SXI Real Estate Funds Broad Total Return. Ces fonds immobiliers ont des frais de TER, qui sont indiqués dans la fiche technique de UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc sous la rubrique «TER». Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc a lui-même un TER de 0,00 %. |
||||
| Nom du fonds | ISIN | TER | Pondération | |
|---|---|---|---|---|
| Liquidité | ||||
| Cash | 0.00 % | 1 % | ||
| Actions | 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 | 0.00 % | 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 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 |
| Obligations | 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 |
| Immobilier | 9 % | |||
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.00 % | 5 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.73 % * | 4 % | Factsheet |
|
* Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investit dans des fonds immobiliers qui sont représentés dans l'indice SXI Real Estate Funds Broad Total Return. Ces fonds immobiliers ont des frais de TER, qui sont indiqués dans la fiche technique de UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc sous la rubrique «TER». Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc a lui-même un TER de 0,00 %. |
||||
| Nom du fonds | ISIN | TER | Pondération | |
|---|---|---|---|---|
| Liquidité | ||||
| Cash | 0.00 % | 1 % | ||
| Actions | 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 | 0.00 % | 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 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 |
| Obligations | 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 |
| Immobilier | 9 % | |||
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.00 % | 5 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.73 % * | 4 % | Factsheet |
|
* Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investit dans des fonds immobiliers qui sont représentés dans l'indice SXI Real Estate Funds Broad Total Return. Ces fonds immobiliers ont des frais de TER, qui sont indiqués dans la fiche technique de UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc sous la rubrique «TER». Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc a lui-même un TER de 0,00 %. |
||||
| Nom du fonds | ISIN | TER | Pondération | |
|---|---|---|---|---|
| Liquidité | ||||
| Cash | 0.00 % | 1 % | ||
| Actions | 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 | 0.00 % | 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 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 |
| Nom du fonds | ISIN | TER | Pondération | |
|---|---|---|---|---|
| Liquidité | ||||
| Cash | 0.00 % | 1 % | ||
| Obligations | 99 % | |||
| UBS (CH) Institutional Fund 3 - Bonds CHF Inland Medium Term Passive II I-X-acc | CH0232004017 | 0.01 % | 99 % | Factsheet |
| Nom du fonds | ISIN | TER | Pondération | |
|---|---|---|---|---|
| Liquidité | ||||
| Cash | 0.00 % | 1 % | ||
| Actions | 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 | 0.00 % | 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 |
| Obligations | 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 |
| Immobilier | 9 % | |||
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.73 % * | 6 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.00 % | 3 % | Factsheet |
|
* Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investit dans des fonds immobiliers qui sont représentés dans l'indice SXI Real Estate Funds Broad Total Return. Ces fonds immobiliers ont des frais de TER, qui sont indiqués dans la fiche technique de UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc sous la rubrique «TER». Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc a lui-même un TER de 0,00 %. |
||||
| Nom du fonds | ISIN | TER | Pondération | |
|---|---|---|---|---|
| Liquidité | ||||
| Cash | 0.00 % | 1 % | ||
| Actions | 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 | 0.00 % | 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 |
| Obligations | 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 |
| Immobilier | 9 % | |||
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.73 % * | 6 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.00 % | 3 % | Factsheet |
|
* Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investit dans des fonds immobiliers qui sont représentés dans l'indice SXI Real Estate Funds Broad Total Return. Ces fonds immobiliers ont des frais de TER, qui sont indiqués dans la fiche technique de UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc sous la rubrique «TER». Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc a lui-même un TER de 0,00 %. |
||||
| Nom du fonds | ISIN | TER | Pondération | |
|---|---|---|---|---|
| Liquidité | ||||
| Cash | 0.00 % | 1 % | ||
| Actions | 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 | 0.00 % | 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 |
| Obligations | 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 |
| Immobilier | 9 % | |||
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.73 % * | 6 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.00 % | 3 % | Factsheet |
|
* Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investit dans des fonds immobiliers qui sont représentés dans l'indice SXI Real Estate Funds Broad Total Return. Ces fonds immobiliers ont des frais de TER, qui sont indiqués dans la fiche technique de UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc sous la rubrique «TER». Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc a lui-même un TER de 0,00 %. |
||||
| Nom du fonds | ISIN | TER | Pondération | |
|---|---|---|---|---|
| Liquidité | ||||
| Cash | 0.00 % | 1 % | ||
| Actions | 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 | 0.00 % | 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 |
| Obligations | 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 |
| Immobilier | 9 % | |||
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.73 % * | 6 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.00 % | 3 % | Factsheet |
|
* Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investit dans des fonds immobiliers qui sont représentés dans l'indice SXI Real Estate Funds Broad Total Return. Ces fonds immobiliers ont des frais de TER, qui sont indiqués dans la fiche technique de UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc sous la rubrique «TER». Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc a lui-même un TER de 0,00 %. |
||||
| Nom du fonds | ISIN | TER | Pondération | |
|---|---|---|---|---|
| Liquidité | ||||
| Cash | 0.00 % | 1 % | ||
| Actions | 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 | 0.00 % | 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 |
| Nom du fonds | ISIN | TER | Pondération | |
|---|---|---|---|---|
| Liquidité | ||||
| Cash | 0.00 % | 1 % | ||
| Obligations | 99 % | |||
| UBS (CH) Institutional Fund 3 - Bonds CHF Inland Medium Term Passive II I-X-acc | CH0232004017 | 0.01 % | 99 % | Factsheet |
| Nom du fonds | ISIN | TER | Pondération | |
|---|---|---|---|---|
| Liquidité | ||||
| Cash | 0.00 % | 1 % | ||
| Actions | 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 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global ESG Leaders Passive II I-X-acc | CH1140318861 | 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 ESG Leaders Passive II I-X-acc | CH1167887459 | 0.01 % | 2 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 2 % | Factsheet |
| Obligations | 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 |
| Immobilier | 9 % | |||
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.00 % | 5 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.73 % * | 4 % | Factsheet |
|
* Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investit dans des fonds immobiliers qui sont représentés dans l'indice SXI Real Estate Funds Broad Total Return. Ces fonds immobiliers ont des frais de TER, qui sont indiqués dans la fiche technique de UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc sous la rubrique «TER». Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc a lui-même un TER de 0,00 %. |
||||
| Nom du fonds | ISIN | TER | Pondération | |
|---|---|---|---|---|
| Liquidité | ||||
| Cash | 0.00 % | 1 % | ||
| Actions | 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 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global ESG Leaders Passive II I-X-acc | CH1140318861 | 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 ESG Leaders Passive II I-X-acc | CH1167887459 | 0.01 % | 4 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 4 % | Factsheet |
| Obligations | 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 |
| Immobilier | 9 % | |||
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.00 % | 5 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.73 % * | 4 % | Factsheet |
|
* Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investit dans des fonds immobiliers qui sont représentés dans l'indice SXI Real Estate Funds Broad Total Return. Ces fonds immobiliers ont des frais de TER, qui sont indiqués dans la fiche technique de UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc sous la rubrique «TER». Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc a lui-même un TER de 0,00 %. |
||||
| Nom du fonds | ISIN | TER | Pondération | |
|---|---|---|---|---|
| Liquidité | ||||
| Cash | 0.00 % | 1 % | ||
| Actions | 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 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global ESG Leaders Passive II I-X-acc | CH1140318861 | 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 ESG Leaders Passive II I-X-acc | CH1167887459 | 0.01 % | 6 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 6 % | Factsheet |
| Obligations | 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 |
| Immobilier | 9 % | |||
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.00 % | 5 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.73 % * | 4 % | Factsheet |
|
* Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investit dans des fonds immobiliers qui sont représentés dans l'indice SXI Real Estate Funds Broad Total Return. Ces fonds immobiliers ont des frais de TER, qui sont indiqués dans la fiche technique de UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc sous la rubrique «TER». Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc a lui-même un TER de 0,00 %. |
||||
| Nom du fonds | ISIN | TER | Pondération | |
|---|---|---|---|---|
| Liquidité | ||||
| Cash | 0.00 % | 1 % | ||
| Actions | 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 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global ESG Leaders Passive II I-X-acc | CH1140318861 | 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 ESG Leaders Passive II I-X-acc | CH1167887459 | 0.01 % | 8 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 8 % | Factsheet |
| Obligations | 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 |
| Immobilier | 9 % | |||
| UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive (CHF hedged) II I-X-acc | CH0047710147 | 0.00 % | 5 % | Factsheet |
| UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc | CH0042114378 | 0.73 % * | 4 % | Factsheet |
|
* Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc investit dans des fonds immobiliers qui sont représentés dans l'indice SXI Real Estate Funds Broad Total Return. Ces fonds immobiliers ont des frais de TER, qui sont indiqués dans la fiche technique de UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc sous la rubrique «TER». Le UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II I-X-acc a lui-même un TER de 0,00 %. |
||||
| Nom du fonds | ISIN | TER | Pondération | |
|---|---|---|---|---|
| Liquidité | ||||
| Cash | 0.00 % | 1 % | ||
| Actions | 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 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global ESG Leaders Passive II I-X-acc | CH1140318861 | 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 ESG Leaders Passive II I-X-acc | CH1167887459 | 0.01 % | 10 % | Factsheet |
| UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II I-X-acc | CH0209675195 | 0.00 % | 10 % | Factsheet |
Stratégie personnalisée
Les stratégies d’investissement peuvent être adaptées sans frais. Vous pouvez utiliser d’autres modules de l’index ou modifier les pondérations. Les instruments d’indexation suivants sont à votre disposition dans l’application:
Accès au fonds d’investissement institutionnels
Ce que vous ne pouvez pas faire en tant qu’investisseur privé, vous pouvez le faire par le biais de la fondation de libre passage de finpension. Vous pouvez investir dans la catégorie de fonds qui est habituellement réservée aux investisseurs institutionnels. Grâce à cela et à notre commission forfaitaire de 0,49 %, vous pouvez investir dans des titres à un coût nettement inférieur.
Fonds indiciels
Les stratégies d’investissement sont mises en œuvre à l’aide de fonds indiciels. Comme les ETF, les fonds indiciels sont des instruments d’investissement passifs. Toutefois, les fonds indiciels présentent deux avantages majeurs par rapport aux ETF :
- Les retenues à la source sur les dividendes et les intérêts étrangers peuvent être récupérées grâce à un système de contrôle des groupes d’investisseurs.
- Ils ne sont pas soumis au droit de timbre sur l’achat et la vente des fonds (0,075 % économisé par transaction pour les ETF suisses et 0,15 % pour les ETF étrangers).
Banque dépositaire
finpension est indépendante des banques. Nous n’avons aucune obligation contractuelle de vendre certains fonds, et aucune banque dépositaire n’est impliquée dans notre financement. Cette indépendance nous permet de réagir rapidement aux changements et de transférer les titres à une autre banque dépositaire si nécessaire.
finpension Fondation de libre passage a actuellement accès aux fonds institutionnels de Credit Suisse, de Swisscanto et de UBS. Les fonds de ces trois gérants sont utilisés par de nombreuses fondations de prévoyance et le volume d’actifs investis est nettement supérieur à 100 milliards de francs.