Embracing the digital future

Why and how to invest in Digital Transformation Themes

Out of enduring global trends, we have identified the most promising investment themes.

Digital transformation will have a disruptive effect by changing the very nature of work and consumer behavior. Entire job categories will disappear or be created. And consumers will access and interact with companies in new ways.

How can you participate from this change as an investor?

Read more in our publications about the UBS (Lux) Key Selection SICAV - Digital Transformation Themes (USD) fund here:

Attractive long-term investment themes

Digital data

Driven by a desire to stay connected at all times and the need to efficiently multitask throughout a busy day, an unprecedented amount of data is produced. Favorable demographics and other secular trends like the Internet of Things (IoT) are fueling this growth.

Enabling technologies

Artificial intelligence (AI), augmented reality (AR)/ virtual reality (VR), big data, cloud computing and 5G are set to transform many industries. Over the next decade, spending on their underlying enabling technologies that allow their development and production should remain high as both disrupting and incumbent companies continue to invest.


Consumer behavior is changing, with consumers increasingly purchasing their goods online. Greater smartphone penetration has further dissolved the boundaries of time and place as consumers can buy products whenever and wherever they want.

Security and safety

Security and safety touch lives everywhere. The global security and safety market benefits not only from structural trends such as rising cyberattacks, but also from governments' need to keep infrastructure safe and functioning. Enterprises must protect data and consumers have to trust products like baby food.


Healthcare is one of the least digitised sectors, but is poised for rapid change. Digitization can improve efficiency by reducing waste and fraud, prioritising the most effective interventions and saving time in the drug development process.


Driven by rapid urbanization, strong demand from millennials and favorable regulations, the global fintech industry is at an inflection point and is set to drive a major digital transformation in the financial services industry.

Opportunities and risks


  • Ride the digital revolution: To benefit from the disruptive innovations that are transforming the world
  • Exposure to multiple themes: Provides diversified exposure across several clearly identified themes which benefit from the innovative and disruptive forces of digital transformation
  • Focus on high quality stocks: Picking stocks based on fundamental company research
  • Diversification of investment exposure by company type: Investing in early stage companies with high growth potential, mature companies embracing digital transformation and enabler companies providing the underlying technologies for this transformation


  • The fund invests in equities and may therefore be subject to high fluctuations in value. For this reason, an investment horizon of at least five years is required 
  • Focusing intentionally on stocks within certain themes may come with further risks
  • Equity fund with core allocation to digital transformation, mainly IT sector related theme stocks with higher volatility than global equities
  • The fund uses leverage techniques which entail additional risks
  • The use of derivatives may result in additional risks, particularly counterparty risk
  • Every fund has specific risks, which can significantly increase under unusual market conditions

Want to know more? Get in touch!

Read for more information:

Distribution Partners

In order to proceed, you must confirm that you are a qualified investor based in Switzerland or a professional investor in Liechtenstein.

For marketing and information purposes by UBS.

For qualified investors only. The information and opinions contained in this document have been compiled or arrived at based upon information obtained from sources believed to be reliable and in good faith, but is not guaranteed as being accurate, nor is it a complete statement or summary of the securities, markets or developments referred to in the document. UBS Asset Management Switzerland AG and / or other members of the UBS Group may have a position in and may make a purchase and / or sale of any of the securities or other financial instruments mentioned in this document.

UBS funds under Swiss, Luxembourg, German, 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.

Representative in Switzerland for UBS funds established under foreign law: UBS Fund Management (Switzerland) AG, P.O. Box, CH-4002 Basel. Paying agent: UBS Switzerland AG, Bahnhofstrasse 45, CH-8001 Zurich. Prospectuses, simplified prospectuses or key investor information, the articles of association or the management regulations as well as annual and semi-annual reports of UBS funds are available free of charge from UBS Asset Management Switzerland AG, P.O. Box, CH-4002 Basel or from UBS Fund Management (Switzerland) AG, P.O. Box, CH-4002 Basel.

The representative and paying agent in Liechtenstein for UBS Funds under foreign law is Liechtensteinische Landesbank Aktiengesellschaft, Städtle 44, FL-9490 Vaduz. Prospectuses, simplified prospectuses or key investor information, the articles of association or the management regulations as well as annual and semi-annual reports of UBS funds in German are available in a language required by the local applicable law free of charge from Liechtensteinische Landesbank Aktiengesellschaft.

More explanations of financial terms can be found at ubs.com/glossary