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For qualified investors/ professional clients 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.

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.

Institutional Funds Investment funds as building blocks for your investment strategy

Institutional investors have specific requirements. We therefore offer a comprehensive range of institutional funds and a wide variety of UBS fund and ETF investment groups.

Institutionelle Fonds, UBS Fonds und ETFs für institutionelle Anleger

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.

I-Fondcenter

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.


Latest news

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.