Log in
E-mail
Password
Remember
Forgot password ?
Become a member for free
Sign up
Sign up
New member
Sign up for FREE
New customer
Discover our services
Settings
Settings
Dynamic quotes 
OFFON

MarketScreener Homepage  >  Equities  >  Swiss Exchange  >  UBS       

UBS

SummaryNewsCompany 
News SummaryMost relevantAll newsPress ReleasesOfficial PublicationsSector newsAnalyst Recommendations

UBS : launches pension fund with 75% equity allocation

share with twitter share with LinkedIn share with facebook
share via e-mail
0
10/14/2015 | 04:11am EST

The new 'UBS Vitainvest 75' has a strategic equity allocation of 75%, meaning retirement savers benefit from greater participation in the fund's future stock market performance.

Zurich, 14 October 2015 - UBS is expanding the product family of Vitainvest pension funds, in which private clients can invest their second and third pillar pension assets. The new 'UBS Vitainvest 75' rounds off the investment fund's offering for pension savings into the upper range. With a strategic equity allocation of 75%, this fund makes greater use of the stock markets' long-term return potential, achieving corresponding pension asset growth over time. The fund has a long investment horizon of at least ten years, with higher risk assumptions.

The financial gaps in the AHV as well as the difficult position of several pension funds make the third pillar of private insurance more important than ever before. The low interest rate environment now makes it even harder to make pension fund assets profitable. Performance in recent decades indicates that equities generally deliver superior returns over a ten-year investment period than other investment instruments or savings accounts - despite greater share price volatility. UBS Vitainvest 75 therefore offers an attractive alternative for private pension savings with a long-term investment horizon.

Retirement funds with an equity allocation above 50% are permitted as long as the pension fund foundation ensures the fund's assets remain adequately diversified and that the level of assumed risk is commensurate with the pension fund's target. UBS adheres to this investment policy and therefore meets the legal requirements.

Like other funds in the UBS Vitainvest product family, UBS Vitainvest 75 is offered in two versions: one pitched towards domestic investments and one towards foreign investments, and whether investors are willing to be exposed to the associated currency risk:

  • UBS (CH) Vitainvest 75 World
  • UBS (CH) Vitainvest 75 Swiss

The two new retirement funds can be subscribed from UBS from 5 November 2015.

For further information, please visit:
Retirement planning: www.ubs.com/vorsorge
Fund solution: www.ubs.com/vitainvest

distributed by
share with twitter share with LinkedIn share with facebook
share via e-mail
0
Latest news on UBS
2016UBS : publishes agenda for the Annual General Meeting of UBS Group AG on 10 May ..
PU
2016UBS : publishes Annual Report 2015
PU
2016UBS : Asset Management and Morningstar Collaboration in the Defined Contribution..
PU
2016UBS : Asset Management and Morningstar Collaboration in the Defined Contribution..
PU
2016UBS : Asset Management announces changes to its money market fund platform
PU
2016UBS : Offers Two Innovative Australian ETFs Based on Morningstar Indexes
PU
2016UBS : Q1 Investor Watch Explores The Conflict Between Wealthy Investors' Beliefs..
PU
2016UBS : declares monthly coupon payments on thirteen ETRACS Exchange-traded Notes.
PU
2016UBS : Retirement Forum – Effects of the Pensions 2020 draft reform plans &..
PU
2016UBS : fourth-quarter 2015 results
PU
More news
Managers
NameTitle
Sergio P. Ermotti Group Chief Executive Officer
Axel A. Weber Chairman-Supervisory Board
Sabine Keller-Busse Group COO & President-Asset Management
Kirt Gardner Group Chief Financial Officer
David H. Sidwell Vice Chairman
Sector and Competitors