For qualified investors only. UBS Vitainvest. Expanding Vitainvest - Fundsfamily: UBS Vitainvest 75
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1 For qualified investors only UBS Vitainvest Expanding Vitainvest - Fundsfamily: UBS Vitainvest 75 November 2015
2 Table of contents Section 1 Offering of UBS Vitainvest Funds 2 Section 2 Investment process 7 Appendix A Technical data 13 1
3 Section 1 Offering of UBS Vitainvest Funds
4 Global or Swiss focus For investors with a global focus, to benefit from opportunities in a very broad investment universe For investors with a Swiss focus, to benefit from an investment universe they are more familiar with UBS Vitainvest World UBS Vitainvest Swiss Swiss Bonds (incl. SBI For) Swiss Equity Swiss Real Estate Global Bonds Global Equity Global Real Estate UBS (CH) Vitainvest 25 World UBS (CH) Vitainvest 25 Swiss Data as end of August Above allocation shows long term orientation and can be subject to changes at UBS discretion. 3
5 % Expected returns We live in a lower return world Lower interest rates = Lower long-term returns US Treasury Yields, Fed Funds Rate¹ 8 BARCLAYS US TREASURY BWTS 30 YEARS - RED. YIELD US FEDERAL FUNDS TARGET RATE - MIDDLE RATE Capital Markets Line² 10% 9% 8% 7% 6% % 4% 3% 2% 1% 0 ¹Source: UBS AM, Valmod, Thomson Reuters DataStream. ²Source: UBS AM; Note: Only for illustration 0% 0% 5% 10% 15% 20% 25% 30% Expected risk US Equity (Large Caps) US High Yield EM Equity (Asia) EMD (Asia) Eurozone Equity US Real Estate US Corporate Bonds US Govt Bonds 4
6 Safe or with more risk? For more cautious investors who prefer fixed income exposure with a given yield For investors who are able to take more risk to increase the return potential UBS Vitainvest World 25 UBS Vitainvest World 75 Swiss Bonds (incl. SBI For) Swiss Equity Swiss Real Estate Global Bonds Global Equity Global Real Estate UBS (CH) Vitainvest 25 World UBS (CH) Vitainvest 75 World Data as end of August Above allocation shows long term allocation and can be subject to changes at UBS discretion. 5
7 Performance Vitainvest Data as end of October, Oct-10 Apr-11 Oct-11 Apr-12 Oct-12 Apr-13 Oct-13 Apr-14 Oct-14 Apr-15 UBS (CH) Vitainvest - 12 World U UBS (CH) Vitainvest - 25 World U UBS (CH) Vitainvest - 40 World U UBS (CH) Vitainvest - 50 World U UBS (CH) Vitainvest - 25 Swiss U UBS (CH) Vitainvest - 50 Swiss U Performance Fund Valor MtD YtD 1 Year *3 Years *5 Years UBS (CH) Vitainvest - 12 World U 2'247' % -0.08% 1.86% 2.85% 2.61% UBS (CH) Vitainvest - 25 World U 2'247' % -0.09% 2.25% 4.30% 3.37% UBS (CH) Vitainvest - 40 World U 2'247' % 0.11% 2.58% 6.02% 4.32% UBS (CH) Vitainvest - 50 World U 2'247' % 0.22% 2.44% 6.53% 4.67% UBS (CH) Vitainvest - 25 Swiss U 10'852' % 1.92% 3.98% 5.12% 4.06% UBS (CH) Vitainvest - 50 Swiss U 10'852' % 1.82% 4.28% 7.44% 5.47% Data as of October 30, 2015, net of fees These figures refer to the past. Past performance is not a reliable indicator of future results. 6
8 Section 2 Investment process
9 Pillars of a professional portfolio management Long term (strategic) Asset Allocation (SAA) A well chosen reference strategy ensures the diversification over a broad investment universe. Short term (tactical) Asset Allocation (TAA) Over-/underweight the different asset classes vs reference strategy with the target to benefit from opportunities which are ranked as attractive, based on the actual economic environment. Active Stock Selection Careful selection of single stocks which promise an attractive return potential compared to the risk taken. Active Risk Management Asses risk-/return characteristics of each investment for the portfolio as a whole. Based on the risk profile of the portfolio a risk position will only be entered, when we expect an appropriate return Monitoring the risk with state of the art systems, which enables us to estimate effects of potential strategy changes on the portfolio. 8
10 Broad experience in one solution Fixed Income Equity Real Estate Investment strategies with different risk-/return characteristics Portfolio construction Optimization Investment restriction Investment decision Portfolio management Implementation of the strategies Stock selection Risk monitoring Reporting 9
11 Attractive fund-of-funds concept UBS Vitainvest implements the strategies mostly with funds belonging to UBS Advantage for investors Efficient Fund-of-Funds solution, where first class equity, fixed income and real estate funds are combined, matching the corresponding investment strategy Possible Target Funds (UBS Vitainvest Swiss) UBS Vitainvest Swiss No hidden fees within the target funds, which offer a no load share class (predominantly the case) High transparency for investors, since positions can be shown down to stock level. UBS (CH) Inst. Fund Bonds CHF Inland (seit 1995) UBS (CH) Inst. Fund Small & Mid Cap Equities Switzerland (seit 2003) To increase portfolio efficiency, derivatives will also be used for investments Consistent risk monitoring with state of the art system Only for illustration purposes UBS (CH) Property Fund Léman Residential «Foncipars» (seit 1943) With UBS Vitainvest an investors receives access to a professional managed investment solution with just one transaction 10
12 Asset manager of the UBS Vitainvest Funds Access to the leading asset managers Asset class Asset manager Swiss Bonds UBS Asset Management Global Bonds BlackRock Investment Management (UK) Ltd. PIMCO UBS Asset Management Swiss Equity Deutsche Asset Management Schweiz AG IAM Independent Asset Management SA Schroders Investment Management (Switzerland) AG UBS Asset Management Global Equity Allianz Global Investors Anlagegesellschaft mbh (RCM) Investec Asset Management Ltd. PanAgora Asset Management UBS Asset Management.Data as end of September
13 Important aspect risk management Analysis of single scenarios Source: UBS Asset Management, Global Risk System For illustrative purposes only 12
14 Appendix A Technical data
15 UBS Vitainvest World Technical data Legal fund name: Fund domicile: UBS (CH) Vitainvest 12 / 25 / 40 / 50 / 75 World Switzerland Day of inception: 12 / 25 / 40 / 50 World U: 20. January World U: 05. November 2015 Currency of account: Reference strategy: Accounting year ends: Subscriptions / redemptions: Distribution: Management fee and Total Expense Ratio (TER): EU savings tax: Swing Pricing: CHF UBS Customized Benchmark Vitainvest 12 / 25 / 40 / 50 / 75 World 31. December Daily Yes Management fee TER (per ) 12 World U: 0.92% p.a. 1.20% p.a. 25 World U: 1.04% p.a. 1.35% p.a. 40 World U: 1.12% p.a. 1.45% p.a. 50 World U: 1.20% p.a. 1.55% p.a. 75 World U: 1.28% p.a. n.a. Not affected in booking center CH, affected in other booking centers Yes Swiss security No and ISIN: Swiss security No ISIN 12 World U: CH World U: CH World U: CH World U: CH World U: CH Data as end of August
16 UBS Vitainvest Swiss Technical data Legal fund name: Fund domicile: UBS (CH) Vitainvest 25 / 50 / 75 Swiss Switzerland Day of inception: 25 / 50 Swiss U: 25. May Swiss U: 05. November 2015 Currency of account: Reference strategy: Accounting year ends: Subscriptions / redemptions: Distribution: Management fee and Total Expense Ratio (TER): EU saving tax: Swing Pricing: CHF (exchange rate risk mostly hedged) UBS Customized Benchmark Vitainvest 25 / 50 / 75 Swiss 31. December Daily Yes Management fee TER (per ) 25 Swiss U: 1.00% p.a. 1.19% p.a. 50 Swiss U: 1.12% p.a. 1.34% p.a. 75 Swiss U: 1.20% p.a. n.a. Not affected in booking center CH, affected in other booking centers Yes Swiss security No and ISIN: Swiss Security No ISIN 25 Swiss U: CH Swiss U: CH Swiss U: CH Data as end of August
17 Disclaimer For marketing and information purposes by UBS. For qualified investors only. The information and opinions contained in this document have been compiled or arrived at based upon information obtained from sources believed to be reliable and in good faith, but is not guaranteed as being accurate, nor is it a complete statement or summary of the securities, markets or developments referred to in the document. UBS AG and / or other members of the UBS Group may have a position in and may make a purchase and / or sale of any of the securities or other financial instruments mentioned in this document. 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 eligible for sale in all jurisdictions or to certain categories of investors and may not 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 may not be reproduced, redistributed or republished for any purpose without the written permission of UBS AG. Source for all data and charts (if not indicated otherwise): UBS Asset Management. 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. Prospectuses, simplified prospectuses or key investor information, the articles of association or the management regulations as well as annual and semi-annual reports of UBS funds are available 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 The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved. 16
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