Swiss Equity Income

In the current low interest rate environment, Swiss dividend securities offer attractive sources of income. Besides dividend payments, investors can also benefit from additional income streams through the prescription of covered call options. This approach makes it possible to mitigate downside risks and generate stable income streams in volatile market phases.

These two investment solutions provide easy access to high-quality Swiss dividend securities. For investors with an increased focus on income, the additional covered call overlay of the Swiss Income strategy offers a second, attractive source of income in addition to dividend distribution.

The UBS (CH) Equity Fund – Swiss Income (CHF) offers a highly diversified and actively managed investment strategy with 25 to 35 stocks across different sectors and market capitalizations with a stock weighting of up to 10%. The fund has a more defensive stance that can provide some downside cushioning in volatile markets. It focuses on high quality companies with stable and/or sustainably growing dividends and uses covered call options to generate additional income.

The UBS (CH) Equity Fund – Swiss High Dividend (CHF) invests in high quality Swiss dividend stocks and offers an attractive mix of above-average dividends and sustainable growth. The fund offers a diversified portfolio across market capitalizations and sectors with a maximum individual stock weighting of 10% – thereby offering better diversification than Swiss standard equity indices.