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Bundling the essence of our investment strengths

UBS Funds

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Capabilities

We offer investment capabilities and investment styles across all major traditional and alternative asset classes to a wide range of clients, from private individuals, through wholesale intermediaries to financial institutions.

Solutions

  • Multi asset investment heritage dating back to 1982
  • Over CHF100bn1 in asset allocation products including customized asset allocation strategies
  • Over CHF15bn1 AuM; offering a wide range of income- generating strategies

Alternatives investments

  • World leading fund of hedge fund investor (ranked second2 by AuM)
  • Over 40 years of experience in managing single manager hedge funds
  • Leading direct real estate manager with more than CHF90bn1 AuM
  • Compelling capabilities in Private Equity and Infrastructure

High alpha strategies

  • Our best selection of strategies with high active share
  • More than 70 funds rated 5 and 4-star by Morningstar1
  • Over CHF36bn1 in EM equities and fixed income specialist in Asia and China
  • Selected thematic funds with established tracks records

Passive strategies

  • CHF250bn1 AuM in passive strategies
  • Fourth largest ETF provider in Europe
  • Largest number of currency hedged ETFs
  • Wide range of index funds with CHF80bn1 AuM
  • Low tracking error quantitative strategies with more than CHF5bn1 AuM
  • Specialist in smart beta strategies

1. As of end July 2017
2. As of end 2016

Sustainable investing

  • Dedicated sustainability research team
  • A leader in sustainable product innovation
  • Global Sustainable Equity Strategy with a successful 20 year track record
  • Ongoing ESG integration across existing capabilities

Bespoke

Providing customized content and structure

  • Wide range of services from restructuring portfolios to creating discretionary mandates
  • White labelling and sub advisory capabilities

Partnership program

Client training and joint distributor events

  • Tailored education programs in various global locations on a broad range of topics
  • Helps your distribution organization to navigate through product and regulatory complexity

Platform services

Fund Management Services

White-labelling fund platform

  • Specialist in administering individual, tailor- made fund solutions for clients and partners
  • Provides the entire asset management infrastructure value chain

UBS Fondcenter

B2B fund platform connecting fund providers and distribution partners

  • One of the leading fund platforms globally; 300 distribution partners and 400 fund providers
  • Access a large network of asset managers and distribution partners with a single contract:
    • improve cost efficiency
    • access global regulatory and compliance competence
    • process simplification

UBS Partner

Advisory platform powered by state of the art technology

  • Infrastructure and advisory expertise – marrying state of the art technology with top-notch investment know- how
  • Bespoke tool provides all the modules needed to implement a systematic advisory process to keep your entire client book on track
  • Access to the UBS Partner Workbench enabling sales teams to work in a more efficient and structured manner

Key Investor Information Documents (KIIDs)

Markets and research

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Distribution Partners

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

Distribution Partners - Investment Funds

In order to proceed, you must confirm that you are aqualified investor based in Switzerland.

Disclaimer

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 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 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 AG, P.O. Box, CH-4002 Basel or from UBS Fund Management (Switzerland) AG, P.O. Box, CH-4002 Basel.

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