Investment Funds
The basis for building your wealth
Funds are the basis on which to build your long-term wealth. We give you access to high-quality, global investment funds with which you can benefit from opportunities on the international financial markets.
A wide choice
Access to UBS and third-party funds
Strict selection process
Evaluation and selection according to strict UBS criteria
Constant monitoring
The funds in question are constantly monitored
What is a Fund?
A fund pools the money of a large number of individual investors, giving it sufficient capital to invest in a variety of securities. As a result, you can access a wide range of securities and markets with a single investment instrument.
Since a fund consists of several securities, the risk of loss is lower than when investing in just one security.
Sustainable
With UBS Strategy Funds, you lay a foundation for sustainable investments. You invest exclusively in bonds and equities.
Strategy Funds Sustainable
The fund with a certain extra
With UBS Strategy Xtra Funds, you invest your money in stocks and bonds. To complement your portfolio, you also invest in hedge funds.
Strategy Xtra Funds
Swiss focus
With UBS Suisse Funds your focus is on Swiss assets and you invest mainly in Swiss stocks, bonds and real estate.
Suisse Funds
How do Strategy Funds perform?
In our bi-annual video analyses, our investment specialists tell you which factors have influenced performance. Would you like to be notified when a new video is available?
Funds for every market situation
Stocks can yield better results in the long term than other asset classes. The more flexible the investment strategy, the higher its potential in different market situations. The “UBS Systematic Allocation Portfolio” funds invest according to the model of the UBS WM Chief Investment Office (CIO), which manages the equity ratio and corresponding changes in the portfolio.
