Institutionelle Anleger Um fortzufahren müssen Sie bestätigen, dass Sie ein qualifizierter bzw. institutioneller Anleger mit Sitz in der Schweiz sind.

Die auf den folgenden Seiten oder im Institutional Fund Gate Schweiz zur Verfügung gestellten Informationen richten sich ausschliesslich an Anleger, welche qualifizierte bzw. institutionelle Anleger im Sinne der jeweiligen Fondsprospekte sind.

Als solche Anleger gelten:

a) beaufsichtigte Finanzintermediäre wie Banken, Effektenhändler, Fondsleitungen sowie Vermögensverwalter kollektiver Kapitalanlagen
b) beaufsichtigte Versicherungseinrichtungen
c) öffentlich-rechtliche Körperschaften und Vorsorgeeinrichtungen mit professioneller Tresorerie
d) Unternehmen mit professioneller Tresorerie.

Das Erfordernis der professionellen Tresorerie ist erfüllt, wenn der Anleger mindestens eine fachlich ausgewiesene, im Finanzbereich erfahrene Person damit betraut, seine Finanzmittel dauernd zu bewirtschaften.

UBS Institutional Funds Erfolgreich investieren.

Als institutioneller Anleger finden Sie bei uns rund 300 aktive und 100 indexierte Porfoliobausteine.

UBS Institutional Funds

Spotlight

Benchmark

Indexiert

Kein Securities Lending1

US-Quellen-steuerbefreit

CHF

 

 

 

 

 

UBS (CH) Institutional Fund 3 - Bonds CHF Short Term II

 

CHF 3-Monats Libor

 

x

 

Domestic

 

 

 

 

 

UBS (CH) Institutional Fund - Bonds CHF Inland

 

SBI® Domestic AAA-BBB (TR)

 

 

 

UBS (CH) Institutional Fund 3 - Bonds CHF Inland II

 

SBI® Domestic AAA-BBB (TR)

 

x

 

UBS (CH) Institutional Fund - Bonds CHF Inland Passive

 

SBI® Domestic AAA-BBB (TR)

x

 

 

UBS (CH) Institutional Fund - Bonds CHF Inland Passive II

 

SBI® Domestic AAA-BBB (TR)

x

x

 

UBS (CH) Institutional Fund 3 - CHF Exposure II

 

SBI® Domestic AAA-BBB (TR)

 

x

 

UBS (CH) Institutional Fund - Bonds CHF Inland Medium Term

 

SBI® Domestic AAA-BBB 1-5 Jahre (TR)

 

 

 

UBS (CH) Institutional Fund - Bonds CHF Inland Medium Term Passive

 

SBI® Domestic AAA-BBB 1-5 Jahre (TR)

x

 

 

UBS (CH) Institutional Fund 3 - Bonds CHF Inland Medium Term Passive II

 

SBI® Domestic AAA-BBB 1-5 Jahre (TR)

x

x

 

UBS (CH) Institutional Fund 3 - Bonds CHF Inland Government Passive II

 

SBI® Domestic Swiss Government (TR)

x

x

 

UBS (CH) Institutional Fund - Bonds CHF Prime Inland

 

SBI® Domestic AAA-AA (TR)

 

 

 

Foreign

 

 

 

 

 

UBS (CH) Institutional Fund - Bonds CHF Ausland 

 

SBI® Foreign AAA-BBB (TR)

 

 

 

UBS (CH) Institutional Fund 3 - Bonds CHF
Ausland II

 

SBI® Foreign AAA-BBB (TR)

 

x

 

UBS (CH) Institutional Fund - Bonds CHF Ausland Passive 

 

SBI® Foreign AAA-BBB (TR)

x

 

 

UBS (CH) Institutional Fund - Bonds CHF Ausland Passive II

 

SBI® Foreign AAA-BBB (TR)

x

x

 

UBS (CH) Institutional Fund - Bonds CHF Ausland Medium Term Passive

 

SBI® Foreign AAA-BBB 1-5 Jahre (TR)

x

 

 

UBS (CH) Institutional Fund 3 - Bonds CHF Ausland Medium Term Passive II

 

SBI® Foreign AAA-BBB 1-5 Jahre (TR)

x

x

 

UBS (CH) Institutional Fund - Bonds CHF Prime Ausland

 

SBI® Foreign AAA-AA (TR)

 

 

 

 

 

 

Indexiert

Kein Securities Lending1

US-Quellen-steuerbefreit

EUR

 

 

 

 

 

UBS (Lux) Institutional Fund - Euro Bonds

 

Barclays Euro Aggregate 500MM

 

 

 

UBS (CH) Institutional Fund - Euro Bonds Passive

 

Citigroup EMU Government Bond Index (EGBI)

x

 

 

 

 

 

Indexiert

Kein Securities Lending1

US-Quellen-steuerbefreit

USD / GBP / JPY

 

 

 

 

 

UBS (CH) Institutional Fund - Bonds USD Inflation-linked Passive II

 

Barclays U.S. TIPS Index

x

x

 

UBS (CH) Institutional Fund - Bonds USD Inflation-linked Passive (CHF Hedged) II

 

Barclays U.S. TIPS Index

x

x

 

UBS (CH) Institutional Fund - USD Bonds Passive

 

Citigroup US Government Bond Index

x

 

 

UBS (CH) Institutional Fund - GBP Bonds Passive

 

Citigroup UK Government Bond Index

x

 

 

UBS (CH) Institutional Fund - JPY Bonds Passive

 

Citigroup Japan Government Bond Index

x

 

 

 

 

 

Indexiert

Kein Securities Lending1

US-Quellen-steuerbefreit

Global

 

 

 

 

 

UBS (CH) Institutional Fund - Global Aggregate Bonds Passive

 

Barclays Capital Global Aggregate Bond Index

x

 

 

UBS (CH) Institutional Fund - Global Aggregate Bonds Passive (hedged CHF)

 

Barclays Global Aggregate Bond Index (hedged CHF)

x

 

 

UBS (CH) Institutional Fund - Global Bonds 4

 

Barclays Global Aggregate Bond Index (hedged CHF)

 

 

 

UBS (CH) Institutional Fund - Global Bonds Passive

 

Citigroup WGBI ex Switzerland

x

 

 

UBS (CH) Institutional Fund - Global Bonds
Passive II

 

Citigroup WGBI ex Switzerland

x

x

 

UBS (CH) Institutional Fund - Global Bonds Passive hedged CHF

 

Citigroup WGBI ex Switzerland (hedged CHF)

x

 

 

UBS (CH) Institutional Fund - Global Bonds Passive II (CHF hedged)

 

Citigroup WGBI ex Switzerland (hedged CHF)

x

x

 

UBS (CH) Institutional Fund - Global Bonds 1

 

Citigroup WGBI ex Switzerland

 

 

 

UBS (CH) Institutional Fund - Global Bonds 2

 

JP Morgan Government Bond Index Global Active

 

 

 

UBS (CH) Institutional Fund - Global Bonds 3

 

JP Morgan Government Bond Index Global Traded

 

 

 

UBS (CH) Institutional Fund - Global Bonds Fiscal Strength Passive (CHF hedged)

(PDF, 278 KB)

Barclays Global Treasury Fiscal Strength Weighted Index ex Switzerland (CHF hedged)

x

 

 

Customised Indices

 

 

 

 

 

UBS (CH) Institutional Fund - Global Bonds Diversified

(PDF, 218 KB)

UBS Global Bonds Diversified (customised)

 

 

 

UBS (CH) Institutional Fund - Global Bonds Conservative Passive II

 

Citigroup WGBI (customised)

x

x

 

UBS (CH) Institutional Fund - Global Bonds Conservative Passive (CHF hedged) II

 

Citigroup WGBI (customised) (hedged CHF)

x

x

 

Emerging Markets

 

 

 

 

 

UBS (CH) Institutional Fund 3 – Bonds Emerging Markets Aggregate Passive (CHF hedged) II

(PDF, 282 KB)

70% JPM EMBI Global Diversified (CHF hedged)
+ 30% JPM CEMBI Diversified(CHF hedged)

x

x

 

 

 

 

Indexiert

Kein Securities Lending1

US-Quellen-steuerbefreit

Corporates

 

 

 

 

 

UBS (CH) Institutional Fund - Bonds CHF Inland Corporate Passive II

 

SBI® Corporate Domestic (TR)

x

x

 

UBS (CH) Institutional Fund - Bonds CHF Ausland Corporate Passive II

 

SBI® Corporate Foreign (TR)

x

x

 

UBS (CH) Institutional Fund - Global Corporate Bonds Passive (CHF hedged) II

(PDF, 307 KB)

Barclays Global Aggregate Corporate Index (hedged CHF)

x

x

 

UBS (Lux) Institutional Fund - Euro Corporate Bonds

 

Barclays Euro Aggregate Corporates 500MM

 

 

 

 

 

 

Indexiert

Kein Securities Lending1

US-Quellen-steuerbefreit

Convertible Bonds

 

 

 

 

 

UBS (CH) Institutional Fund - European Convertible Bonds

 

Thomson Reuters Eurozone Convertible Bond Index (EUR)

 

 

 

UBS (Lux) Institutional Fund - Global Convertible Bonds

 

Thomson Reuters Global Convertible Index - Glb Vanilla hdg in EUR

 

 

 

UBS Institutional Funds

Spotlight

Benchmark

Indexiert

Kein Securities Lending1

US-Quellen-steuerbefreit

Switzerland

 

 

 

 

 

UBS (CH) Institutional Fund - Equities Switzerland Passive Large

 

SMI® (TR)

x

 

 

UBS (CH) Institutional Fund - Equities Switzerland Passive Large II

 

SMI® (TR)

x

x

 

UBS (CH) Institutional Fund - Equities Switzerland

 

SPI® (TR)

 

 

 

UBS (CH) Institutional Fund 3 - Equities Switzerland II

 

SPI® (TR)

 

x

 

UBS (CH) Institutional Fund - Equities Switzerland Passive All

 

SPI® (TR)

x

 

 

UBS (CH) Institutional Fund - Equities Switzerland Passive All II

 

SPI® (TR)

x

x

 

 

 

 

Indexiert

Kein Securities Lending1

US-Quellen-steuerbefreit

Global

 

 

 

 

 

UBS (CH) Institutional Fund - Global Equities (ex Switzerland)

 

MSCI World ex Switzerland (net div. reinv.)

 

 

 

UBS (CH) Institutional Fund 2 - Equities Global (ex Switzerland)

 

MSCI World ex Switzerland (net. div. reinv.)

 

 

x

UBS (CH) Institutional Fund 2 - Equities Global (ex Switzerland) II

 

MSCI World ex Switzerland (net. div. reinv.)

 

x

x

UBS (CH) Institutional Fund - Equities Global Passive

 

MSCI World ex Switzerland (net div. reinv.)

x

 

 

UBS (CH) Institutional Fund - Equities Global Passive II

 

MSCI World ex Switzerland (net div. reinv.)

x

x

 

UBS (CH) Institutional Fund 2 - Equities Global Passive

 

MSCI World ex Switzerland (div. reinv.: US gross, others net)

x

 

x

UBS (CH) Institutional Fund 2 - Equities Global Passive II

 

MSCI World ex Switzerland (div. reinv.: US gross, others net)

x

x

x

UBS (CH) Institutional Fund - Equities International (ex Switzerland)

 

MSCI World ex Switzerland (net div. reinv.)

 

 

 

UBS (CH) Institutional Fund 2 - Equities International (ex Switzerland)

 

MSCI World ex Switzerland (net div. reinv.)

 

 

x

UBS (CH) Institutional Fund - Equities Global (ex CH) Quantitative

 

MSCI World ex Switzerland (net div. reinv.)

 

 

 

 

 

 

Indexiert

Kein Securities Lending1

US-Quellen-steuerbefreit

Europe

 

 

 

 

 

UBS (CH) Institutional Fund - Equities Europe
(ex Switzerland)

 

MSCI Europe ex Switzerland (net div. reinv.)

 

 

 

UBS (CH) Institutional Fund - Equities Europe Passive

 

MSCI Europe ex Switzerland (net div. reinv.)

x

 

 

UBS (CH) Institutional Fund - Equities Europe Passive II

 

MSCI Europe ex Switzerland (net div. reinv.)

x

x

 

 

 

 

Indexiert

Kein Securities Lending1

US-Quellen-steuerbefreit

North America

 

 

 

 

 

UBS (CH) Institutional Fund - Equities Canada Passive

 

MSCI Canada (net div. reinv.)

x

 

 

UBS (CH) Institutional Fund - Equities Canada
Passive II

 

MSCI Canada (net div. reinv.)

x

x

 

UBS (CH) Institutional Fund 2 - Equities USA Passive

 

MSCI USA (gross div. reinv.)

x

 

x

UBS (CH) Institutional Fund 2 - Equities USA
Passive II

 

MSCI USA (gross div. reinv.)

x

x

x

UBS (CH) Institutional Fund - Equities USA Passive

 

MSCI USA (net div. reinv.)

x

 

 

UBS (CH) Institutional Fund - Equities USA Passive II

 

MSCI USA (net div. reinv.)

x

x

 

UBS (CH) Institutional Fund 2 - Equities USA

 

S&P 500 (gross div. reinv.)

 

 

x

 

 

 

Indexiert

Kein Securities Lending1

US-Quellen-steuerbefreit

Asia

 

 

 

 

 

UBS (CH) Institutional Fund - Equities Pacific
(ex Japan) Passive

 

MSCI Pacific ex Japan (net div. reinv.)

x

 

 

UBS (CH) Institutional Fund - Equities Pacific
(ex Japan) Passive II

 

MSCI Pacific ex Japan (net div. reinv.)

x

x

 

UBS (CH) Institutional Fund - Equities Japan Passive

 

MSCI Japan (net div. reinv.)

x

 

 

UBS (CH) Institutional Fund - Equities Japan
Passive II

 

MSCI Japan (net div. reinv.)

x

x

 

 

 

 

Indexiert

Kein Securities Lending1

US-Quellen-steuerbefreit

Emerging Markets

 

 

 

 

 

UBS (CH) Institutional Fund - Equities Emerging Markets Global

 

MSCI Emerging Markets (net. div. reinv.)

 

 

 

UBS (CH) Institutional Fund - Equities Emerging Markets Global Passive II

 

MSCI Emerging Markets (net div. reinv.)

x

x

 

UBS (CH) Institutional Fund - Equities Emerging Markets Asia

 

MSCI Emerging Markets Asia (net div. reinv.)

 

 

 

 

 

 

Indexiert

Kein Securities Lending1

US-Quellen-steuerbefreit

Small Caps

 

 

 

 

 

UBS (CH) Institutional Fund - Equities Global Small Cap (ex Switzerland) II

 

MSCI World Small Cap (ex Switzerland)

 

x

 

UBS (CH) Institutional Fund 2 - Equities Global Small Cap Passive II

(PDF, 396 KB)

MSCI World Small Cap ex Switzerland (div. reinv.: US gross, others net.)

x

x

x

 

 

 

Indexiert

Kein Securities Lending1

US-Quellen-steuerbefreit

Small & Mid Caps

 

 

 

 

 

UBS (CH) Institutional Fund - Small & Mid Cap Equities Switzerland

(PDF, 298 KB)

SPI® Extra (TR)

 

 

 

UBS Institutional Funds

Benchmark

Indexiert

Kein Securities Lending1

US-Quellen-steuerbefreit

Switzerland

 

 

 

 

Real Estate 

 

 

 

 

UBS (CH) Institutional Fund - Swiss Real Estate Selection II

SXI® Real Estate Funds (TR)

 

x

 

UBS (CH) Institutional Fund 3 - Swiss Real Estate Securities Selection Passive II

SXI® Real Estate Funds (TR)

x

x

 

Global Real Estate Securities (hedged CHF)

 

 

 

 

Real Estate Securities

 

 

 

 

UBS (CH) Institutional Fund - Global Real Estate Securities Passive II

FTSE EPRA/NAREIT Developed Index (hedged CHF)

x

x

 

UBS (CH) Institutional Fund 2 - Global Real Estate Securities

FTSE EPRA/NAREIT Developed Index (hedged CHF)

 

 

x

UBS (CH) Institutional Fund 2 - Global Real Estate Securities Passive II

FTSE EPRA/NAREIT Developed Index (div. reinv.: US gross, others net; hedged CHF)

x

x

x

Real Estate Securities Asia Pacific

 

 

 

 

UBS (CH) Institutional Fund 3 - Real Estate Securities Asia Pacific Passive

FTSE EPRA/NAREIT Developed Asia Index  (net div. reinv.)

x

 

 

UBS Institutional Funds

Benchmark

Indexiert

Kein Securities Lending1

US-Quellen-steuerbefreit

UBS (CH) Institutional Fund 3 - Commodities Constant Maturity (hedged CHF) II

UBS Bloomberg Dow Jones-UBS Constant Maturity Composite Index (hedged CHF) (TR)

 

x

 

UBS Institutional Funds

Spotlight

Benchmark

Indexiert

Kein Securities Lending1

US-Quellen-steuerbefreit

UBS Clean Energy Infrastructure Switzerland

-

Kein repräsentativer Referenzindex verfügbar.

 

x

 

UBS Institutional Funds

Benchmark

Indexiert

Kein Securities Lending1

US-Quellen-steuerbefreit

Global Allocation

 

 

 

 

UBS (CH) Institutional Fund - Global Allocation (USD)

UBS Cust. Global Securities Market Index (GSMI)