Investment fund account
Build up assets step by step
With a fund account, you can systematically build up assets to realize your longterm dreams while at the same time benefiting from potential higher returns than with a savings account.
Investment fund account at a glance
Return
Potential higher returns than with a savings account
Payout
Possible at any time
Minimize risk
Investment in different investment funds
- Freely choose when and how much you deposit
- Regularly save in an investment fund that matches your investment profile
- A monthly standing order means you pay lower fees
- As a gift for your child, grandchild or godchild
The investment fund account in detail
The investment fund account combines the benefits of a savings account with those of investment. Investment funds allow you to participate in financial market growth and to benefit from enhanced earnings potential over the long term compared with a savings account.
You decide how much you want to pay in to the investment fund account. As soon as the balance of your investment fund account exceeds 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. You thereby increase your chances of a lower average cost price and increase your returns in the long term.
We offer a wide range of UBS investment funds with various potential yields. 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 your goals as well as your risk appetite. In an advisory consultation, we determine your personal investment profile and define the right investment strategy for you.
The growth plan gives you the opportunity to build up assets systematically, according to your needs and preferences. Your money is automatically invested in your chosen UBS investment funds.
With the redemption plan, you regularly withdraw a certain amount from the money you have invested. These disbursements supplement your income without you having to worry about selling fund units. This is particularly interesting when you stop working.
Account currencies: | CHF, EUR, USD | ||
Variants: | Growth plan or redemption plan | ||
Deposits: | Regular | ||
Disbursements: | Up to 80 percent, any time | ||
Interest rate: | |||
Fees: | Administration fee, issuing commission and third-party expenses and fees: conditions | ||
Statements: | Free annual tax statements |
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.
Know your money is in safe hands
Invest with UBS and decide how much advice you want from us and what decisions you’d rather make yourself. We look forward to assisting you
- Investment strategy development
- Suitable investment selection
- Portfolio monitoring
