UBS Investment Foundation 4 Low-Risk Strategy CHF E Fonds 43663477 / CH0436634775
					
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		| Kurse | Charts | Stammdaten | Kennzahlen | Aktion | 
|---|---|---|---|---|
| Snapshot | Preischart | Daten + Gebühr | Performance | Portfolio | 
| Börsenplätze | Performance | Management | Volatilität | Watchlist | 
| Historisch | Benchmark | Dokumente | Sharpe Ratio | |
| Rendite | Ratings | 
Kurse
				Charts
				Stammdaten
				Kennzahlen
				Nettoinventarwert (NAV)
| 1’001.11 CHF | -0.02 CHF | 0.00 % | 
|---|
| Vortag | 1’001.13 CHF | Datum | 31.10.2025 | 
Fundamentaldaten
| Valor | 43663477 | 
| ISIN | CH0436634775 | 
| Name | UBS Investment Foundation 4 Low-Risk Strategy CHF E Fonds | 
| Fondsgesellschaft | UBS Asset Management Switzerland | 
| Aufgelegt in | Switzerland | 
| Auflagedatum | 14.12.2018 | 
| Kategorie | Anleihen CHF | 
| Währung | CHF | 
| Volumen | 175’790’284.53 | 
| Depotbank | UBS Switzerland AG | 
| Zahlstelle | |
| Fondsmanager | Marco Barreca, Robbie Taylor | 
| Geschäftsjahresende | 30.06. | 
| Berichtsstand | 03.11.2025 | 
Anlagepolitik
				So investiert der UBS Investment Foundation 4 Low-Risk Strategy CHF E Fonds: The assets of the investment group are invested in CHF-denominated investments from debtors domiciled both domestically and abroad. Investments in foreign currencies are also permitted (maximum 30%) as long as the currency risk against the Swiss franc is hedged. There is a minimum rating requirement of "A-" for the purchase of bond investments. The average term of all receivables may not exceed 5 years.The investment group meets the investment regulations under the Ordinance on Occupational Retirement, Survivors` and Disability Pension Plans (BVV 2) and the Ordinance on Investment Foundations (OFP) insofar as these are applicable. In particular, it meets the conditions of Art. 53(a) BVV 2. The investment group can therefore be used as a low-risk investment pursuant to Art. 19(a)(1) of the Federal Act on Vesting in Pension Plans (FZG) by pension funds that comply with Art. 1(e)(1) of BVV 2.
			
		Zusammensetzung nach Instrumenten
Zusammensetzung nach Ländern
Zusammensetzung nach Holdings
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		Fonds Performance: UBS Investment Foundation 4 Low-Risk Strategy CHF E Fonds
| Performance 1 Jahr | 0.44 | |
| Performance 2 Jahre | 1.79 | |
| Performance 3 Jahre | 2.71 | |
| Performance 5 Jahre | 0.86 | |
| Performance 10 Jahre | - | 
Konditionen
| Ausgabeaufschlag | 0.00 % | 
| Verwaltungsgebühr | 0.14 % | 
| Depotbankgebühr | 0.00 % | 
| VL-fähig? | Nein | 
| Mindestanlage | 1.00 | 
| Ausschüttung | Thesaurierend | 
Fonds Kategorievergleich
| Name | 1J Perf. | |
|---|---|---|
| UBS AST Obligationen CHF Inland I-A3 Fonds | 0.59 | |
| PRISMA ESG CHF Bonds I Fonds | 0.70 | |
| Helvetia Allegra One R2 Fonds | 0.85 | |
| VP Bank Bond Fund CHF BI Fonds | 0.91 | |
| VP Bank Bond Fund CHF AI Fonds | 0.91 |