Income Investing

For many investors, regular income streams are once again gaining prominence. Income strategies target recurring distributions and independent sources of income—such as dividends, option premiums, rental income and interest coupons. This allows for financial predictability—while cushioning fluctuations across the entire portfolio, and strengthening resilience across different market phases.

There are also tax aspects associated with the different sources of income that may be of interest to private investors.

Information on the investment objectives, risks, fees and costs of our products, as well as further detailed information, is contained in the relevant prospectus (or offer document), which should be carefully read before investing.

UBS High Dividend Funds offer investors attractive opportunities: They invest in high-dividend, financially sound companies, combining the potential of value appreciation and regular income. These funds are ideal for those who value stable income.

In addition to focusing on high dividends, UBS Income Funds offer additional benefits: They invest specifically in high-dividend, solid companies and use a call overlay to generate additional income. The option premium income accrued in the funds may be tax-attractive for private investors, as it is treated as capital gains in certain cases and does not accrue as taxable income for private investors. This way, investors benefit from attractive net income optimization.*

* This does not constitute tax advice. For an individual tax assessment, we recommend consulting a qualified tax advisor.

Swiss UBS real estate funds are known for their strong distribution track record: They invest in high-quality, broadly diversified portfolios of real estate in Switzerland and generate relatively stable rental income. Investors benefit from regular distributions that provide a potentially reliable source of income and contribute to long-term asset preservation. Directly holding real estate funds also offer tax attractiveness: Since rental income is taxed directly by the fund, it is not considered taxable income for individual investors.*

*This does not constitute tax advice. For an individual tax assessment, we recommend consulting a qualified tax advisor.

The UBS Gold Income Maximizer combines the stability of physical gold with a targeted income strategy. The use of call options on gold is expected to generate regular additional returns without jeopardizing the value of the gold investment.

Our multi-asset income funds offer investors access to broadly diversified global asset classes with a focus on current income. Through flexible allocation and targeted use of income strategies, they provide attractive, stable sources of income and respond dynamically to market changes.