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Real estate ETFs Add value to your portfolio

Real estate investing

Stable returns and growth potential make real estate investments a valuable portfolio component. UBS ETFs are a cost-effective and liquid way to invest in the Swiss real estate market.

What are the characteristics of real estate investments?

Real estate investments share similar characteristics with stocks and bonds. They generate the potential for regular returns and offer opportunities for capital growth. Thanks to the hybrid nature of real estate investments, they often deliver more stable returns, making them an attractive asset class.

Diversification

As a rule, returns on real estate have a relatively low correlation with those of traditional asset classes such as stocks and bonds. Adding low correlation investments to a portfolio can reduce its overall risk.

Return potential

At a given level of risk, real estate also offers the opportunity for capital growth and thus a higher return potential.

Protection against inflation

Rental income is typically a major component of real estate returns. Some leases provide for inflation-linked rent increases. Moreover, rents can be raised when the lease term expires. In other words, rising inflation is accompanied by a more rapid increase in the regular income from real estate. This offers partial protection of the real return on the investment.

UBS is the only Swiss provider of ETFs on the SIX Swiss Exchange Real Estate indices. UBS SXI Real Estate ETFs offer investors easy and efficient access to the stability and growth potential of the Swiss real estate market.

Your benefits of investing in ETF real estate at a glance

  • Efficient access to the stability and growth potential of Swiss real estate funds and shares
  • Low costs: attractive price compared to some alternative physical real estate investments
  • Transparency: full cost and portfolio transparency
  • Diversification benefits for equity and bond portfolios
  • Direct investment in real estate funds and shares underlying the indices, thus no counterparty risk from swap transactions

Make direct real estate investments

Undoubtedly, the most common form of real estate investment is ownership of residential property. However, residential properties account for only a small part of the real estate market. There are other forms of real estate investment, but these always demand substantial funds.

Make indirect real estate investments

By contrast, indirect real estate investments offer investors easier and more favorable access to the real estate market. Indirect real estate investments are investments in an exchange-traded real estate investment vehicle. For most private investors, indirect real estate investments are more cost effective, easier to manage and more accessible than direct investments.

Real estate ETFs combine the potential portfolio benefits of real estate investments, such as diversification and stability, with the overall advantages of ETFs, such as flexibility, liquidity and transparency. In addition, they offer greater diversification across sectors, regions and premiums..

Overview of indices

The Swiss real estate sector is tracked by three broad market indices. UBS offers ETFs on two of the indices, which they replicate:

  • one on the overall SXI Real Estate® Index (contains listed real estate funds and shares)
  • and one on the SXI Real Estate® Funds Index.

SXI Real Estate® Funds Index

SXI Real Estate® Funds Index

The SXI Real Estate® Funds Index is made up exclusively of real estate funds listed on the SIX Swiss Exchange. The funds invest in real estate projects and assets. Accordingly, they offer investors indirect participation in the performance of real estate across a variety of sectors and regions.

ETF real estate investing products in focus

Fundname ISIN Replication Fee Last NAV
Currency
Fact sheet

UBS ETF (CH) SXI Real Estate® Funds (CHF) A-disCH0105994401

Physical

0.25%

57.5397 CHF

pdf

Fund description

The fund invests in real estate funds contained in the SXI Real Estate® funds Total Return Index. The relative weightings of the funds correspond to their weightings in the index.The investment objective is to offer investors a return equal to that of the SXI Real Estate® funds Total Return Index net of fees. The stock exchange price may differ from the net asset value.

UBS ETF (CH) SXI Real Estate® (CHF) A-disCH0124758522

Physical

0.25%

29.8188 CHF

pdf

Fund description

The fund invests in real estate funds and real estate shares contained in the SXI Real Estate® Index. The relative weightings of the funds correspond to their weightings in the index.The investment objective is to offer investors a return equal to that of the SXI Real Estate® Total Return Index net of fees. The stock exchange price may differ from the net asset value.

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