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105.920
+0.570
+0.54%
Type:
Fund
Market:
Switzerland
Issuer:
UBS Fund Management (Switzerland) AG
ISIN:
CH0006869231
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 1.02B
PostFinance Fonds 3
105.920
+0.570
+0.54%
- Overview
- Profile
- Historical Data
- Holdings
Pf - Esg Income Strategy Fund Overview
On this page you'll find an in-depth profile of Pf - Esg Income Strategy Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00000OS7 among other information.
Investment Strategy
The investment objective of PostFinance Fonds 3 is principally to achieve optimumreturns while keeping risk at a moderate level. This investment fund invests primarily in units of other collective investments that invest their assets predominantly in bonds and equities as well as other assetclasses permitted under the fund contract. The equity component generally com-prises between 20% and 40% of fund assets on a consolidated basis. Themajority of the fund’s assets are invested in Swiss francs (CHF) or are hedgedagainst Swiss francs (CHF). The fund must invest in at least five different, broadlydiversified target funds; up to 50% of the fund assets can be invested in units ofthe same target fund. This fund can engage in securities lending.
Contact Information
Address
4051 Basel
Basel,Basel 4052
Switzerland
Basel,Basel 4052
Switzerland
Phone
+41 61 2884910
Fax
+41-61-288 45 40
Web
www.ubs.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Sebastian Richner | - | 2023 | Now |
| Biography | Sebastian is a Portfolio Manager in the Investment Solutions team, located in Zurich. His management duties extend to the UBS Strategy Funds, one of Europe's largest asset allocation family of funds. Prior to UBS, Sebastian was working 8 years at Swiss Life Asset Managers in the Asset Allocation and Equity department. His last role was lead PM for Strategy Funds. Before he was working several years for different financial service companies in Zurich. Sebastian earned the professional designation of Certified International Investment Analyst (CIIA), Certified International Wealth Manager (CIWM) and Swiss-Certified Financial Planner | ||
| Marc Schaffner | - | 2022 | Now |
| Biography | Marc Schaffner is part of the Investment Solutions team, where he is responsible for implementing strategy decisions taken by the Swiss Investment Committee into client portfolios. He is also a member of the Multi-Asset Investment Committee in his role as senior investment strategist for Switzerland and EMEA across client segments. Prior to joining UBS in 2001, Marc worked for a smaller company doing asset management on a fund basis. He was responsible for a Hedge Fund of Funds and was involved in the fund selection and the asset allocation process of various other portfolios. Marc is a member of the Swiss Investment Committee in Zurich. | ||
| Vincent Duval | - | 2013 | Now |
| Biography | Vincent Duval is a Portfolio Manager on the Investment Solutions team at UBS Asset Management, based in Zurich. He is the Head of Swiss Balanced responsible for managing Swiss balanced mandates, UBS Vitainvest funds, and the multi-asset UBS AST BVG. He is a voting member of the Investment Solutions Investment Committee and co-chairs the Swiss Investment Committee. Vincent joined UBS Asset Management in 2005 as a product manager and developer focusing on fixed income products. He moved to the Investment Solutions team in 2007. Prior to joining UBS, he worked as a fixed income Portfolio Manager with Lombard Odier Darier Hentsch & Cie in Zurich and Geneva. He also worked as a fixed income trader with Bank Sarasin and in fixed income sales with Credit Suisse. Vincent holds the Certified European Financial Analyst (CEFA) and Chartered Alternative Investment Analyst (CAIA) designations. | ||
| Alan Zlatar | Senior Portfolio Manager | 2021 | 2022 |
| Biography | Alan Zlatar is a Senior Portfolio Manager on the Investment Solutions team. Alan is also a voting member of the Investment Solutions Investment Committee and contributes to UBS Asset Management's investment debate, as well as to the evolution and improvement of UBS Asset Management's investment process, working in partnership with the research, implementation and analytics teams. Mr. Zlatar joined UBS Asset Management in February 2018 from Vontobel Asset Management where he was most recently Head of Macro & Strategy and Deputy Head of Group Investment Strategy, Multi Asset Class Investments. | ||
| Alain Bützberger | Lead Portfolio Manager | 2017 | 2021 |
| Biography | Alain Bützberger is a Portfolio Manager on the Investment Solutions team and an Associate Director at UBS Asset Management. Alain is co-portfolio manager for multi-asset investment funds and international mandates, where he is responsible for the performance of such funds and mandates and contributes to the tactical allocation process. Additionally, Mr. Bützberger is a member of the currency research group and the manager selection research group. Mr. Bützberger joined UBS Asset Management in 2014, prior to which he was at UBS Group AG since 2006 and worked in Wealth Management, Retail Banking and Management Support | ||
| Gregor Hirt | - | 2013 | 2017 |
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