UBS Vitainvest investment funds
Optimize your retirement savings with sustainable investment funds
With UBS Vitainvest Investment Funds you can invest your retirement savings sustainably in both actively and passively managed funds (Sustainable Investing/SI). In addition to boosting your private retirement savings you will also be promoting sustainable investments.
Return opportunities
Return opportunities
Investment solution for pillars 2 and 3 with broad diversification
Sustainability
Sustainability
Sustainability criteria are followed
Early withdrawal
Early withdrawal
Possible, e.g. for
buying a home
Start planning your retirement today
Already a UBS client?
It’s easy:
Via Mobile App
- Open your Mobile Banking App
- Tap “More” in the navigation bar
- Select “Products” in the “Products & services” menu
- Tap the “Retirement” tile
Via E-Banking
Are you new to UBS?
First open UBS key4 banking via the Mobile Banking App and then choose your retirement solution – just download the App and get started.
- Scan the QR code or use the link to download the Mobile Banking App
- Confirm your identity over a video call (with your ID or passport)
- Sign the contracts directly in the App
- Set up your login via the Access App
- Select “Retirement” under “Products” and get started
Fund overview including factsheets
Fund overview including factsheets
Find out more about about the funds in the respective factsheets – with information on performance, composition, costs, and fees.
Two approaches to sustainable Investing with UBS: You can invest sustainably with both actively and passively managed funds.
Actively managed Vitainvest investment funds
Actively managed Vitainvest investment funds
Actively managed funds mainly focus on their own forward-looking data and valuations. Fund managers also actively influence companies and work directly toward making improvements, including to the sustainability profile.
Passively managed Vitainvest investment funds
Passively managed Vitainvest investment funds
With passively managed funds, the investor relies mainly on what has been achieved in the past. With these funds, index providers focus primarily on historical and for the most part publicly accessible data (incl. sustainability data) and therefore tend to be focused toward the past.
Performance of UBS Vitainvest investment funds
Performance of UBS Vitainvest investment funds
The essentials: on saving for retirement with investment funds
The essentials: on saving for retirement with investment funds