Suisse Funds

Swiss assets for successful investing

UBS Suisse Funds invest primarily in Swiss shares, bonds and real estate. They also invest in selected foreign shares or bonds in sectors that have below-average or no presence in Switzerland.

UBS Suisse Funds at a glance

Investment funds with a focus on Swiss shares, bonds and real estate

Reduction of currency-related fluctuations

Continuous monitoring of your investments

  • Investment decisions are delegated to UBS investment specialists
  • Professional investment management

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

UBS Suisse Funds in detail

With UBS Suisse Funds, we offer the right solution for every need and every investment strategy. The funds are diversified between different investment categories to spread the risk as much as possible. The funds on offer range from those with a 25 percent equity portion for more cautious investors to funds with 65 percent for growth-oriented investors.

UBS Suisse 25

UBS Suisse 25

Investor profile: for generally cautious investors who can tolerate a certain level of price fluctuation

Investment goal: to secure an attractive return

Fund description:

  • This fund invests in a well-diversified selection of bonds, shares and real estate with a focus on Switzerland, supplemented by some global bonds and shares.
  • The main focus is on fixed-interest assets. Shares generally make up around 25 percent of the total amount invested.
  • Foreign currencies are largely hedged versus the reference currency. Nevertheless, an active currency strategy is applied if opportunities are seen.
  • The fund's long-term aim is to preserve real assets while maintaining additional return potential and is based on UBS investment policy.

Current information on the fund:

UBS Suisse 45

UBS Suisse 45

Investor profile: for growth-oriented investors who see price fluctuations as an opportunity

Investment goal: the best possible combination of returns and capital gains

Fund description:

  • This fund invests in a well-diversified selection of bonds, shares and real estate with a focus on Switzerland, supplemented by some global bonds and shares.
  • The ratio of shares to fixed-interest investments is balanced. Shares generally make up 45 percent of the total amount invested.
  • Foreign currencies are largely hedged versus the reference currency. Nevertheless, an active currency strategy is applied if opportunities are seen.
  • The fund's long-term aim is to preserve real assets while maintaining additional return potential and is based on UBS investment policy.

Current information on the fund:

Guides and tools

Investment solutions brochure

Discover your own personal investment solution one step at a time – find out more about the various aspects to consider when investing your assets in this brochure.

UBS Fund Gate

A complete overview: UBS Fund Gate provides detailed information on the performance and strategy of our investment products.

Performance UBS Suisse Funds

Learn from investment solutions specialist Daniel Rudis which factors have influenced performance.