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

Investment solution for pillars 2 and 3 with broad diversification

Sustainability

Sustainability criteria are followed

Early withdrawal

Possible, e.g. for
buying a home

Vitainvest investment funds at a glance

  • Attractive opportunities for returns thanks to broadly diversified investment instruments
  • Investment policy complies with the BVG (Federal Act on Occupational Retirement, Survivors’ and Disability Pension Plans)
  • Choice between actively and passively managed funds
  • Only for actively managed funds: choice between Switzerland or Global focus and additional diversification through multi-manager approach
  • Standing order for regular and automatic securities purchases
  • Funds can be used flexibly upon retirement

New: pursue your retirement savings goals while supporting sustainable investing (more on this in the “Why it pays off” section)

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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?

Investing sustainably at the expense of returns?

90% of all scientific studies on this topic prove that performance is either positively influenced, or not at all negatively influenced, by sustainable investing. Find out in our brochure why sustainable investing is worthwhile for you for other reasons.

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 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

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

In the video, you’ll find out more about the current performance of the Vitainvest investment funds as well as the following topics:

  • The effect of geopolitical events on performance.
  • The influence of the most important central banks and economic indicators.
  • How stocks, bonds and alternative investments such as hedge funds have performed.

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The essentials: on saving for retirement with investment funds