Investment Foundations To continue, you must confirm that you are a Swiss pension fund.

Only tax-exempt occupational pension schemes under pillar 2 and pillar 3a domiciled in Switzerland and patronal welfare funds (in accordance with BVG) are authorised investors in the UBS Foundation for the Investment of Pension Fund Assets investment groups.

The investment groups of UBS Investment Foundation 2 (AST 2) are only open to occupational pension plans domiciled in Switzerland that are entered in the register of occupational pension plans in accordance with Art. 48 and Art. 61 of the Swiss Federal Law on Occupational Retirement, Survivors’ and Disability Pension Plans. In accordance with the memorandum of understanding concluded in 2004, the investment groups are only subject to withholding tax on dividends from US equities if they do not meet this precondition.

The investment groups of the UBS Investment Foundation 3 are available only in the occupational pension schemes which are registered for professional pensions pursuant to Art.48 of the Federal Pension Funds Law (BVG) in connection with Art. 61 BVG. This condition must be met for asset groups to be released from paying withholding taxes on dividends from American shares, in accordance with the so-called Mutual Agreement of 2004.

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UBS AST 3 Global Real Estate (ex CH) A five-year Success Story

UBS AST 3 Global Real Estate
Interview Eric Byrne Paul Guest

Interview Eric Byrne / Paul Guest

For five years, our Global Real Estate Multi-Manager team has allowed investors to invest in portfolios of non-listed real estate funds in the global real estate markets. We spoke with Eric Byrne and Paul Guest, to learn more about the key success factors in real estate investments.

Report on Q2 2016

Report on Q2 2016

As of June 30, UBS AST 3 Global Real Estate (ex CH) has used 95.0% of the available capital to subscribe to a total of 22 core real estate funds. In the quarter in question, AST 3 GRE received inflows of CHF 221.3 million, which the Manager has already invested.