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Ubs (ch) Vitainvest - World 75 Sustainable U (0P0001703K)
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20/12 - En Différé. Devise en CHF
- Rating de Morningstar:
- Actif total: 1,08B
Type:
Fonds
Marché:
Suisse
Emetteur:
UBS Fund Management (Switzerland) AG
ISIN:
CH0293174600
Catégorie d'actif:
Action
UBS (CH) Vitainvest - World 75 Sustainable U
142,840
+0,340
+0,24%
Vue d'ensemble 0P0001703K
Sur cette page vous trouverez un profil détaillé de Ubs (ch) Vitainvest - World 75 Sustainable U. Vous y trouverez notamment des informations sur la gestion, le total des actifs, la stratégie d'investissement et les coordonnées de 0P0001703K entre autres informations.
Stratégie d’investissement
Le fonds de fonds investit dans le monde entier en actions, obligations et biens immobiliers (exposition moyenne des actions à long terme: 75%). L’objectif est d’optimiser les plus-values et le produit des intérêts. La part des actions du portefeuille est maintenue dans une certaine fourchette pour prendre en compte le profil de risque de l’investisseur. L’objectif du fonds est d’élaborer un profil davantage axé sur le développement durable que la moyenne en prenant en compte des critères écologiques, sociaux et sociétaux lors de la sélection des entreprises. Le fonds participe au «Multi Manager Program» qui permet d’intégrer d’autres gestionnaires d’actifs de choix en plus d’UBS Asset Management.
Contact
Adresse
4051 Basel
Basel,Basel 4052
Switzerland
Basel,Basel 4052
Switzerland
Téléphone
+41 61 2884910
Fax
+41-61-288 45 40
Web
www.ubs.com
Principaux dirigeants
| Nom | Titre | Depuis | Jusqu’à |
|---|---|---|---|
| Roland Kramer | - | 2023 | Maintenant |
| Biographie | 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 | Maintenant |
| Biographie | 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 | - | 2015 | Maintenant |
| Biographie | 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 |
| Biographie | 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 |
| Biographie | 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. | ||
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