We're here to help
Call us at 0800 002 987
Monday through Friday, 8:00a.m to 6:00p.m.
Arrange a callback
We’ll be happy to call at a time that suits you.
Make an appointment
Meet with one of our client advisors.
Higher potential returns than with a savings account
Investment in different investment funds
Automatic investment from CHF 50
Currency | CHF, multiple UBS Investment Fund Accounts possible | ||
Suitability | Persons* domiciled in Switzerland | ||
Opening/closing | Generally free of charge. Under certain circumstances, closing an account can give rise to extra costs that are chargeable to the client | ||
Deposits | Can be made at any time; automatic investment in the UBS Investment Fund Account(s) of your choice once the minimum amount for investment is reached | ||
Minimum investment amount | CHF 50 | ||
Disposals | Possible at any time | ||
Prices | Prices for the UBS Investment Account can be found in the "UBS Investment Fund Account" factsheet |
* From age 18 or as a gift fund account for minors until their 18th birthday
With an investment fund account, you can systematically build up assets to realize your long-term dreams while at the same time benefiting from higher potential returns than with a savings account.
Expert advice tailored to your situation.
The ideal gift that grows over time
An investment fund account allows parents, grandparents, godparents and other relatives to give children an easier financial start to their adult lives.
The investment fund account combines the benefits of a savings account with those of investment. Investment funds allow you to participate in the growth of the financial markets and, with the appropriate risk profile, to benefit from higher potential returns in the long term than with a savings account.
You decide how much you want to pay into the investment fund account. As soon as the balance of your investment fund account is CHF 50, it is invested in your chosen funds.
Take a tip from us: make regular payments into your investment fund account using a standing order. This will increase your chances of a lower average cost price and increase your potential returns in the long term.
We offer a wide range of UBS investment funds with different risk profiles and potential returns. Higher potential goes hand in hand with greater fluctuations in value. That is why it is important that we fully understand your financial situation and goals as well as your risk appetite. In an advisory consultation, we determine your personal risk tolerance and define the right investment strategy for you.
UBS offers an extensive selection of UBS investment funds. The current fund universe for the fund account can be obtained from your client advisor.
You can make deposits whenever and as often as you want. We recommend doing so regularly with a standing order. This will increase the likelihood of achieving a lower average cost price and can improve your long-term returns.
As soon as you have CHF 50 on your fund account, we automatically invest the money for you in your chosen UBS investment funds.
In principle, you can order the sale of the funds by your client advisor at any time and thus have access to your capital again. The sale transaction can take up to four bank working days to complete.
Monday through Friday, 8:00a.m to 6:00p.m.
We’ll be happy to call at a time that suits you.
Meet with one of our client advisors.
This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement and our cookie notice. You are free to change your cookies' settings in the privacy settings.
Go to privacy settingsOnce you are done reading, you can return to the previous page by using your browser's back button.
Region
Domicile
Domicile
Domicile
Domicile
Domicile