Overview
Clients benefit from a broadly diversified CHF bond portfolio offering attractive return potential.
The fund combines active duration and yield-curve management with sector and security selection.
The portfolio is subject to strict risk management processes.
The return potential is higher than that of a money market fund, but the risk is lower than for long-term bond funds.
Benefits
The purchase of money market investments and fixed and floating rate bonds is permitted, as is the purchase of debt securities issued by public and private issuers in Switzerland and abroad.
There is a minimum rating requirement of A- or A-1 for the purchase of investments.
The duration of the investment group is limited to a maximum of one year, whereby the residual maturity of individual investments may be no more than three years.
Investments in foreign currencies are also permitted (maximum 30%) as long as the currency risk against the Swiss franc is hedged.
Risks
Features
| SFDR Classification |
n.a.
|
| Maturity |
Open end
|
| Minimum investment |
n.a.
|
| Securities no. |
43663477
|
| ISIN |
CH0436634775
|
| Bloomberg Ticker |
CSALRCE SW
|
| Reuters Id |
43663477X.CHE
|
Performance and Prices
Percentage growth
as of April 23, 2026| CHF(%) | EUR(%) | USD(%) | |
| YTD | 0.31 | 1.70 | 1.41 |
| 1M | |||
| 3M | |||
| 6M | |||
| 1Y | |||
| 2Y | 0.27 | 1.13 | 14.70 |
| 3Y | |||
| 5Y | 1.50 | 22.19 | 18.76 |
| ø p.a.5Y | 0.30 | 4.09 | 3.50 |
Structures
By the 10 largest positions (in %, as of March 31, 2026)
|
|
|
| UBS CH Institutional Fund 4 - Bonds CHF Low Risk | 100.00 |
