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Ubs (ch) Vitainvest - World 25 Sustainable U (0P00005VLQ)

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331.630 -1.190    -0.36%
25/04 - Delayed Data. Currency in CHF ( Disclaimer )
Type:  Fund
Market:  Switzerland
Issuer:  UBS Fund Management (Switzerland) AG
ISIN:  CH0022476466 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.75B
UBS CH Vitainvest - 25 World U 331.630 -1.190 -0.36%

Ubs (ch) Vitainvest - World 25 Sustainable U Overview

 
On this page you'll find an in-depth profile of Ubs (ch) Vitainvest - World 25 Sustainable U. Learn about the key management, total assets, investment strategy and contact information of 0P00005VLQ among other information.
Category

CHF Cautious Allocation

Total Assets

1.75B

Expenses

1.36%

Inception Date

Jan 20, 2006

Investment Strategy

Fund of funds that invests worldwide in high-quality bonds, money market instruments and selected stocks (equity component 20-30%, long-term average 25%).|The aim is to optimise interest income and price gains The equity component of the portfolio is kept within a certain range in order to take account of the investor's risk profile.|"Multi-Manager Program" in order to integrate other leading portfolio managers besides UBS Global Asset Management.

Contact Information

Address 4051 Basel
Basel,Basel 4052
Switzerland
Phone +41 61 2884910
Fax +41-61-288 45 40

Top Executives

Name Title Since Until
Roland Kramer - 2023 Now
Biography Roland Kramer is a Portfolio Manager in the Investment Solutions team, based in Zurich. His management duties also extend to UBS Strategy Funds, one of Europe’s largest asset allocation family of funds, and to currency overlay mandates for very large pension funds. Roland joined UBS Global Asset Management in September 2013. Prior to this, he worked for UBS Investment Bank in Zurich as a fixed income trader, where he was responsible for the structured fixed income book. Before this, he started as trader assistant with the UBS Investment Bank on the fixed income trading desk in Zurich and Hong Kong. Roland earned the professional designation of Chartered Alternative Investment Analyst (CAIA®) in 2014.
Vincent Duval - 2015 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.
Marc Schaffner - 2010 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.
Alan Zlatar Senior Portfolio Manager 2021 2023
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 Buetzberger - 2017 2021
Andreas Koester Executive Director 2015 2017
Biography Mr. Koester is Head of Asset Allocation and Currency in the Global Investment Solutions team and a Managing Director at UBS Global Asset Management. Mr. Koester has been at UBS Global Asset Management since 2009. Prior to joining UBS Global Asset Management, Mr. Koester worked at Schroders since 2005, where he was Head of US & European Multi-Asset Solutions and was also a member of their global asset allocation and alternative investment committees. Prior to joining Schroders, Mr. Koester worked for AXA Investment Managers since 2001 in various portfolio management and asset allocation roles.
Management Team - 2006 2012
Biography Team Managed
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