Fund Awards Switzerland

The best mutual funds in Switzerland from UBS

UBS investment funds regularly earn awards given by independent and neutral rating agencies like Lipper and Morningstar. These awards are proof of the high quality and sustainable portfolio management we offer.

Awards for our top funds in Switzerland

Lipper Fund Awards from Refinitiv, Switzerland 2020

Fixed income funds

  • UBS (Lux) Bond Fund - Global Flexible (CHF) P-acc, best fund over 3 and 5 years, Bond Global CHF
  • UBS (Lux) Bond SICAV - Global Inflation-linked (USD) P-acc, best fund over 3 years, Bond Global Inflation Linked

Equity funds

  • UBS (Lux) Equity SICAV Asian Smaller Comp (USD) P-acc, best fund over 3 and 5 years, Equity Asia Pacific Sm&Mid Cap
  • UBS (Lux) Equity Fund - China Opportunity (USD) P-acc, best fund over 3 and 5 years, Equity China
  • UBS (Lux) Equity Fund - Greater China (USD) P-acc, best fund over 3 and 5 years, Equity Greater China

Mixed asset- / strategy funds

  • UBS (CH) Vitainvest - 50 World U, best fund over 10 years, Mixed Asset CHF Balanced
  • UBS (Lux) Strategy Fund - Growth (USD) P-acc, best fund over 5 years, Mixed Asset USD Aggressive
  • UBS (CH) Strategy Fund - Yield (USD) P, best fund over 3 and 10 years, Mixed Asset USD Conservative
  • UBS (D) Portfolio I (EUR) EUR, best fund over 3 and 5 years, Absolute Return EUR Low

The BANCO Swiss Hedge Funds Awards 2019 Edition

  • Nineteen77 Global Merger Arbitrage Limited Best «Other Strategies» Fund Event-Driven over 1 year. Fund for qualified investors only.

Awards 2019

Lipper Fund Awards Switzerland 2019

Fund

Fund

Ranking

Ranking

over x years

over x years

Category

Category

Fund

UBS (Lux) Bond Fund - Convert Europe (EUR) P-acc

Ranking

1

over x years

3

Category

Bond Convertibles Europe

Fund

UBS (Lux) Equity Fund - China Opportunity (USD) P-acc

Ranking

1

over x years

3

Category

Equity China

Fund

UBS (Lux) Equity Fund - China Opportunity (USD) P-acc

Ranking

1

over x years

5

Category

Equity China

Fund

UBS (Lux) Equity Fund - Greater China (USD) P-acc

Ranking

1

over x years

5

Category

Equity Greater China

Fund

UBS (Lux) Key Selection SICAV - Global Allocation (CHF) P-acc

Ranking

1

over x years

10

Category

Mixed Asset CHF Flexible

Awards 2018

Lipper Fund Awards Switzerland 2018

Fund

Fund

Ranking

Ranking

over x years

over x years

Category

Category

Fund

UBS (Lux) Equity Fund - China Opportunity (USD) P-acc

Ranking

1

over x years

3

Category

Equity China

Fund

UBS (Lux) Equity Fund - Greater China (USD) P-acc

Ranking

1

over x years

3

Category

Equity Greater China

Fund

UBS (Lux) Equity Fund - China Opportunity (USD) P-acc

Ranking

1

over x years

5

Category

Equity China

Fund

UBS (CH) Global Alpha Strategies (CHF hedged) P-PF

Ranking

1

over x years

10

Category

Alternative Multi Strategies

Fund

UBS (Lux) Bond Fund - Euro High Yield (EUR) P-acc

Ranking

1

over x years

10

Category

Bond Euro - High Yield

Morningstar Fund Awards Switzerland 2018

Fund

Fund

Ranking

Ranking

over x years

over x years

Category

Category

Fund

UBS (CH) Equity Fund - Swiss High Dividend (CHF) P

Ranking

1

over x years

1

Category

Best Switzerland Large Cap Equity Fund

UBS Funds

Please confirm that you are resident in Switzerland to proceed.

For marketing and information purposes by UBS.

UBS funds under Luxembourg, Swiss, German and Irish 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 be 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 Asset Management Switzerland 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.

My residence is outside of Switzerland.