
Asset management
UBS Funds
FOR PUBLIC DISTRIBUTION
IN CH
Planning for later life
UBS Vitainvest World / Swiss Funds
There are many pension schemes, but not all offer the investor
the necessary perspective. Whoever has confidence in the
solution they select, because it fits their personal investment
needs and provides for later, lives more relaxed – both now
and later.
Geared to your own needs
A pension solution is well selected if it takes into account the
personal needs of the investor. One investor may be very
cautious and prefers bonds with a fixed interest rate. The other
is willing to take greater risk to achieve more return and
therefore risks more with equities.
Some want to invest worldwide in order to take advantage of
investment opportunities in a very broad investment universe.
Others prefer to limit their investment decisions to Switzerland,
convinced by its strong economy based on many renowned
companies.
It is also important that the investment affords flexibility and,
for example, does not necessarily need to be liquidated when
the investor retires, as the law requires of conventional
pension foundation or life insurance investments.
The fund solution: UBS Vitainvest World / Swiss Funds
 are suitable for the entire pension spectrum (second column,
column 3a, column 3b) as needed by the investor
 are diversified worldwide over bonds, equities and real estate,
with different sized investments in equities – depending on
the risk appetite and capacity of the investor – and with a focus on the world (UBS Vitainvest World) or Switzerland (UBS
Vitainvest Swiss) – depending on the preference of the investor (see table at right above)
 flexibility at retirement: sale, partial sale or transfer into the
normal safekeeping account – depending on the preferences
of the investor
 diversified additionally via selected, renowned asset managers
with different investment styles (see table at right)
UBS Vitainvest World / Swiss: different equity target
weights with a focus on the world or Switzerland
Fundrange
Bonds
Focus on the world:
UBS Vitainvest
78%
12 World*
Equities
Realestate
Share
Global
Share
Switzerland
12%
10%
69.5%
30.5%
UBS Vitainvest
25 World*
65%
25%
10%
69%
31%
UBS Vitainvest
40 World*
50%
40%
10%
70%
30%
UBS Vitainvest
50 World*
44%
46%
10%
72%
28%
Focus on Switzerland:
UBS Vitainvest
65%
25 Swiss**
25%
10%
25%
75%
46%
10%
26%
74%
UBS Vitainvest
50 Swiss**
*
**
44%
Currency risks up to a maximum of 30%
Currency risks largely hedged in CHF
Even better diversification thanks to
"UBS Multi Manager Program"
Portfoliobuilding blocks
Asset manager
CHF bonds
 UBS Global Asset Management
Bonds
global
 PIMCO
 Goldman Sachs Asset Management
 UBS Global Asset Management
Equities
Switzerland




Schroder Investment Management (Switzerland) AG
IAM Independent Asset Management SA
Deutsche Asset Management Schweiz AG
UBS Global Asset Management
Equities
global




Allianz Global Investors Kapitalanlageges. mbH (RCM)
Investec Asset Management Ltd.
PanAngora Asset Management
UBS Global Asset Management
At the end of February 2013; Changes possible at any time without advance
notice
Planning for later life
UBS Vitainvest World / Swiss Funds
Risks: The value of the fund can fluctuate because of its equity exposure. Due to the bonds in the portfolio the fund value is
also influenced by changes in interest rates. These aspects require that investors have a corresponding risk tolerance and
capacity. All investments are subject to market fluctuations. Every fund has specific risks, which can significantly increase under
unusual market conditions. These aspects require that investors have a corresponding risk tolerance and capacity. The fund can
use derivatives, which may result in additional risks (particularly counterparty risk).
Fund name
Securities No.
ISIN
UBS (CH) Vitainvest – 12 World
2247644
CH0022476441
UBS (CH) Vitainvest – 25 World
2247646
CH0022476466
UBS (CH) Vitainvest – 40 World
2247648
CH0022476482
UBS (CH) Vitainvest – 50 World
2247650
CH0022476508
UBS (CH) Vitainvest – 25 Swiss
10852691
CH0108526911
UBS (CH) Vitainvest – 50 Swiss
10852698
CH0108526986
Current performance data and additional product information may be found in our Fund Gate
(www.ubs.com/funds).
For marketing and information purposes by UBS. UBS funds under Swiss law. Before investing in a product please read the latest prospectus carefully and
thoroughly. Units of UBS funds mentioned herein may not be offered, sold or delivered in the United States. The information mentioned herein is not intended to be
construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not a reliable indicator of future results. The
performance shown does not take account of any commissions and costs charged when subscribing to and redeeming units. Commissions and costs have a negative
impact on performance. If the currency of a financial product or financial service is different from your reference currency, the return can increase or decrease as a
result of currency fluctuations. This information pays no regard to the specific or future investment objectives, financial or tax situation or particular needs of any
specific recipient. The details and opinions contained in this document are provided by UBS without any guarantee or warranty and are for the recipient's personal
use and information purposes only. This document contains statements that constitute “forward-looking statements”, including, but not limited to, statements
relating to our future business development. While these forward-looking statements represent our judgments and future expectations concerning the development
of our business, a number of risks, uncertainties and other important factors could cause actual developments and results to differ materially from our expectations.
Source for all data and charts (if not indicated otherwise): UBS Global Asset Management
Switzerland: Representative in Switzerland for UBS funds established under Swiss law: UBS Fund Management (Switzerland) AG, P.O. Box, CH-4002 Basel. Paying
agent: UBS AG. Prospectuses, simplified prospectuses, the articles of association and contract conditions as well as annual and semi-annual reports of UBS funds can
be requested free of charge from UBS AG, P.O. Box, CH-4002 Basel or from UBS Fund Management (Switzerland) AG, P.O. Box, CH-4002 Basel.
© UBS 2013. The key symbol and UBS are among the protected trademarks of UBS. All rights reserved.
November 2013