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Ubs (ch) Vitainvest - Swiss 25 Sustainable U (0P0000NRCD)
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21/11 - Closed. Currency in CHF
- Morningstar Rating:
- Total Assets: 770.28M
Type:
Fund
Market:
Switzerland
Issuer:
UBS Fund Management (Switzerland) AG
ISIN:
CH0108526911
Asset Class:
Equity
UBS CH Vitainvest - 25 Swiss U
127.280
+0.160
+0.13%
- Overview
- Profile
- Historical Data
- Holdings
0P0000NRCD Overview
On this page you'll find an in-depth profile of Ubs (ch) Vitainvest - Swiss 25 Sustainable U. Learn about the key management, total assets, investment strategy and contact information of 0P0000NRCD among other information.
Investment Strategy
Broadly diversified across bonds, equities and real estate, with a Swiss focus|Target equity weighting: 25%|Additional diversification via selected, well known asset managers with a range of investment styles – using the multi-manager principle|Investment policy complies with the legal requirements of the Swiss federal law on occupational pension plan (BVG)
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 |
|---|---|---|---|
| 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. | ||
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