Overview

Residential properties, commercial real estate and mixed-use properties are generally used as collateral.

Upon disbursement, the loan may not exceed two-thirds of the market value of the secured property.

A duration of approx two years is targeted.

To achieve this, investments are predominantly made in Saron mortgages, short-term mortgages or longer-term mortgages that are hedged with interest rate swaps.

Risks

All investments are subject to market fluctuations. Every fund has specific risks, which can significantly increase under unusual market conditions. Please consult your client advisor for more information on the investment risks of this product.

Features

SFDR Classification
n.a.
Maturity
Open end
Minimum investment
n.a.
Securities no.
287573
ISIN
CH0002875737
Bloomberg Ticker
CSAHYPO SW
Reuters Id
287573X.CHE

Performance and Prices

Percentage growth

as of April 22, 2026
Cumulative
CHF(%) EUR(%) USD(%)
YTD 0.15 1.55 1.32
1M
3M
6M
1Y
2Y 0.72 1.59 15.22
3Y
5Y 6.16 27.56 24.33
ø p.a.5Y 1.20 4.99 4.45

Structures

By geographic distribution (in %, as of March 31, 2026)

 
 
Canton Zurich 39.37
Canton Bern 14.70
Canton Vaud 12.85
Canton Zug 6.08
Canton Argovia 5.23
Canton Fribourg 4.92
Canton Geneva 4.62
Others 12.23

Fees

Distributions

No distributions. Continuous reinvestment of income.

Sales Authorisations

Market
Sales authorisations status
Switzerland
Institutional Only*

Literature

Brochures
Document type
Document Language
Fact Sheet
Fact Sheet - UBS Investment Foundation 4
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