UBS Strategy Funds: the foundation for accumulating your wealth

Every UBS Strategy Fund is a comprehensive core investment and thus serves as a solid foundation for the long-term accumulation of your wealth. The funds are diversified according to asset classes, regions and currencies. There are various strategies available as well as three reference currencies: Swiss francs, euros and dollars.

Traditional: bonds and equities

  

Strategy Funds

  

Strategy

Investor profile

Investment goal

Current fund information

Fixed Income

For the cautious investor

To secure an attractive level of interest income with low portfolio risk

UBS (Lux) Strategy Fund – Fixed Income P-acc (CHF ) (EUR ) (USD )

Income

For the cautious investor who can tolerate a low level of price fluctuation

To secure an attractive level of interest income with low to moderate price fluctuations

UBS (Lux) Strategy SICAV – Income P-acc (CHF) (EUR ) (USD )

Yield

For the generally cautious investor who can tolerate a certain level of price fluctuation

To secure an attractive return

UBS (Lux) Strategy Fund – Yield
P-acc (CHF ) (EUR ) (USD )

Balanced

For the growth-oriented investor who sees price fluctuations as an opportunity

The best possible combination of return and capital gain

UBS (Lux) Strategy Fund – Balanced P-acc (CHF ) (EUR ) (USD )

Growth

For the growth-oriented investor who has an appetite for risk and is primarily interested in equities

To generate capital growth

UBS (Lux) Strategy Fund – Growth P-acc (CHF ) (EUR ) (USD )

Equity

For the growth-oriented investor who is willing to accept a reasonable level of risk by investing in equities

To make the most of the potential returns offered by the equity markets

UBS (Lux) Strategy Fund – Equity
P-acc (CHF ) (EUR ) (USD )

Xtra: bonds, equities and hedge funds

Hedge Funds

Strategy

Investor profile

Investment goal

Factsheets

Xtra Fixed Income

For the cautious investor

To secure an attractive level of interest income with low portfolio risk

UBS (Lux) Strategy Xtra SICAV – Fixed Income P-acc (CHF )

Xtra Yield

For the generally cautious investor who can tolerate a certain level of price fluctuation

To secure an attractive return

UBS (Lux) Strategy Xtra SICAV – Yield P-acc (CHF ) (EUR ) (USD )

Xtra Balanced

For the growth-oriented investor who sees price fluctuations as an opportunity

The best possible combination of return and capital gain

UBS (Lux) Strategy Xtra SICAV – Balanced P-acc (CHF ) (EUR ) (USD )

Xtra Growth

For the growth-oriented investor who has an appetite for risk and is primarily interested in equities

To generate capital growth

UBS (Lux) Strategy Xtra SICAV – Growth P-acc (EUR )

The higher your potential returns, the greater the level of fluctuation. We can help you devise your personal investment strategy.