Retirement planning with first-rate investments –
the UBS Vitainvest Investment Funds.

Participate in the developments on the financial markets with the UBS Vitainvest Investment Funds and benefit from enhanced earning potential over the long term. The funds are suitable for the entire pension provision spectrum and offer the ideal supplement to the account solution, particularly for the long investment horizon of the Pillars 2 and 3.

How Vitainvest Investment Funds work

Vitainvest invests a varying proportion of components in bonds, equities, and real estate with an emphasis on "Swiss" or "world". As an investor, you choose the fund you wish to invest in based on your preferences and risk tolerance. The investment fund is actively managed by asset management organizations in Switzerland and abroad. This gives you broad diversification across several asset managers.

Compare the performance of your pension plan with and without Vitainvest:

Performance of pension plan with and without Vitainvest

Performance of retirement planning with and without Vitainvest

Source: UBS

UBS Fund Infoline

visual

By telephone from Monday to Friday, 8 a.m. to 6 p.m.

0800 899 899*

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Values in CHF. One-time investment of CHF 1000 on December 31, 2002. Data based on the actual annualized average returns from December 31, 2002 to December 31, 2012, after the deduction of fees. For illustration purposes only. Past performance is not necessarily a guide to future performance.

Your benefits

  • Active management – the weighting is always in line with the latest market forecasts
  • Management of the risks through a broad diversification via a variety of investment instruments
  • Buy and sell free of charge within Pillars 2 and 3
  • Flexible retirement – free-of-charge transfers to your UBS custody account open up the investment horizon

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This fund invests globally in first-rate bonds, money market instruments and selected equities. Their equity weighting ranges between 7 and 17 percent. The fund’s target is to optimize earnings from interest and price gains while keeping performance as stable as possible. The portfolio's equity weighting is kept within the selected bandwidth to take account of the investor's risk profile.

Target composition of UBS Vitainvest 12 World

Target composition of UBS Vitainvest 12 World

For illustration purposes only (as of December 2013)

Source: UBS

This fund invests globally in first-rate bonds, money market instruments and selected equities. Their equity weighting ranges between 20 and 30 percent. The objective is to optimize interest income and price gains. The portfolio's equity weighting is kept within the selected bandwidth to take account of the investor's risk profile.

Target composition of UBS Vitainvest 25 World

Target composition of UBS Vitainvest 25 World

For illustration purposes only (as of December 2013)

Source: UBS

This fund makes broadly diversified investments in first-rate bonds, equities and real estate with an emphasis on Switzerland. Their equity weighting ranges between 20 and 30 percent. The objective is to optimize interest income and price gains. The portfolio's equity weighting is kept within the selected bandwidth to take account of the investor's risk profile.

Target composition of UBS Vitainvest 25 Swiss

Target composition of UBS Vitainvest 25 Swiss

For illustration purposes only (as of December 2013)

Source: UBS

The target of this fund is to utilize the price potential of the markets to a greater extent. It invests globally in first-rate bonds, money market instruments and selected equities. Their equity weighting ranges between 35 and 45 percent. The funds’ target is to increase capital growth by taking full advantage of price gains. The portfolio's equity weighting is kept within the selected bandwidth to take account of the investor's risk profile.

Target composition of UBS Vitainvest 40 World

Target composition of UBS Vitainvest 40 World

For illustration purposes only (as of December 2013)

Source: UBS

This fund makes full use of the investment opportunities permitted by law. It invests globally in first-rate bonds, money market instruments and selected equities. Their equity weighting ranges between 43 and 50 percent. The funds’ target is to increase capital growth by taking full advantage of price gains. The portfolio's equity weighting is kept within the selected bandwidth to take account of the investor's risk profile.

Target composition of UBS Vitainvest 50 World

Target composition of UBS Vitainvest 50 World

For illustration purposes only (as of December 2013)

Source: UBS

This fund makes full use of the investment opportunities permitted by law. It invests in first-rate bonds, money market instruments and selected equities with an emphasis on Switzerland. Their equity weighting ranges between 43 and 50 percent. The funds’ target is to increase capital growth by taking full advantage of price gains. The portfolio's equity weighting is kept within the selected bandwidth to take account of the investor's risk profile.

Target composition of UBS Vitainvest 50 Swiss

Target composition of UBS Vitainvest 50 Swiss

For illustration purposes only (as of December 2013)

Source: UBS

We will hold a meeting with you to analyze your financial circumstances as well as your risk tolerance and your interest in the financial markets, on the basis of which we find the optimum Vitainvest solution for you.

Further issues relating to your retirement

Count on our expertise. We will provide you with important information on additional aspects of private retirement savings. Should you still have any questions, we will be happy to clear up any details in a personal consultation.


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