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
Already have a UBS Account?
Already have a UBS Account?
Find the best retirement solution for you in E-Banking.
Prefer smartphone?
You can find pension products in the Mobile Banking App under "Settings > Products > Products & services > Pension planning".
Don’t you have a UBS account yet?
Don’t you have a UBS account yet?
We’re glad to answer any questions you may have about pensions and will give you comprehensive advice – for example, on the following topics:
- How can I invest my money to get higher returns?
- How can I finance my own home with pension funds?
- How can I best plan my retirement to save on taxes?
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