Investment Fund Account

Investing in growth

Before opening a UBS investment account, your UBS client advisor will help you define your investment goals and the currency of your account (reference currency: CHF, EUR or USD) and decide upon an investment strategy that suits you.

Combine the benefits of an account with the advantages of UBS Funds:

Simple: The money you deposit is automatically invested in UBS Funds of your choice.
Pays interest: Amounts below the minimum investment amount earn interest at a preferential rate (except for UBS investment fund account in USD).
Flexible: You can make deposits into and withdrawals from your UBS investment fund account whenever you like.
Fully invested: Your money will be invested not only in complete units, but also in fractions of these units.
Individual: You decide when and by how much you want your assets to grow.
Save or withdraw money: The UBS investment fund account is available as a growth plan or redemption plan.
UBS KeyClub: You earn valuable UBS KeyClub points on your assets.
Security: You benefit from optimum risk diversification and increase your chances of better returns by making regular deposits (cost-averaging effect).
Returns: Over the long term, UBS Funds offer you higher earnings potential than a savings account.
Varied: You can choose from a wide range of over 200 UBS Funds.
Diversification of investment risk: Benefit from the broad diversification of UBS Funds.
Quality: All investments are carefully selected and continuously monitored.
Overview: Annual investment fund account reports and individual statements for each investment help you keep track of your investments at all times.

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