Distribution Partners In order to proceed, you must confirm that you are a qualified investor based in Switzerland.
How you can benefit from our institutional funds
Our institutional funds enable you to invest your assets in a professional, cost-efficient manner to simplify your administration.
Your main benefits at a glance:
- You can invest in actively or passively managed core and satellite assets
- You can refer to all the standard market benchmarks simply and effectively
- You will not pay any federal stamp duty on Swiss collective investments (exception: UBS ETF)
- The UBS (CH) Institutional Fund 2 is optimized for US withholding tax purposes
- All investments are highly liquid1 and extremely cost-efficient
- Collective investments in Switzerland or Luxembourg are legally protected special assets
- They simplify your accounting procedures for securities as you only need to enter individual shares
- You can consult the net asset value and performance on a daily basis
- You can optimally diversify even small assets and manage them professionally
- You can express your voting preference with UBS Voice in a simple and straightforward manner.
Talk to one of our investment fund experts. He or she will advise you, develop a tailor-made investment strategy with you and find the right solutions for you.
Our solutions for you
Our range contains around 40 active and around 60 passive institutional funds for your portfolio. You can choose between equity, bond, real estate, infrastructure, commodities or multi-asset portfolio funds and develop your individual investment strategy with these elements.
You are an institutional investor and wish to apply your investment know-how successfully. The I-Fondcenter lets you access all information and details in the UBS institutional fund universe so you can make independent investment decisions. Find out about the I-Fondcenter.
Evaluation, capital expenditure and growth influence the risk premium. The extent to which these three factors drive performance differs from sector to sector. They should therefore not be applied equally for the market as a whole. We take these sector-specific differences into account in our quantitative approach and optimize interaction between drivers of performance.