Strategy Funds Sustainable

The foundation of your asset accumulation

With the investment strategy funds, you are opting for a globally diversified investment fund solution that considers environmental and/or social criteria while still meeting the standards of good corporate governance.

UBS Strategy Funds Sustainable at a glance

Sustainability

Investments in stocks and bonds

Individual

Strategy according to your risk tolerance

Controlled

Constant monitoring and supervision of your investments

  • You have access to the strategic asset allocation of the UBS Global Wealth Management Chief Investment Office, based on sustainable asset classes.
  • You benefit from the investment selection and implementation expertise of UBS Asset Management.
  • Together, we will focus on sustainability in order to continue to earn sustainable, attractive and risk-adjusted returns for each risk profile.
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Investing sustainably at the expense of returns?

According to 90 percent of all scientific studies, performance is either positively influenced, or not at all negatively influenced, by sustainable investing. Find out in our brochure why sustainable investing is worthwhile for you for other reasons.

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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

Strategy Funds Sustainable in detail

 

Fixed Income

UBS Strategy Fixed Income Sustainable

Investor profile: for very risk-averse investors
Investment goal: securing attractive interest income with a low level of risk

Fund description:

  • The fund invests on a globally diversified basis in primarily high-quality bonds and in money market instruments. The fund deliberately avoids investing in shares.
  • Foreign currency risks are largely hedged with respect to the reference currency.
  • The fund is based on the “UBS House View” – UBS’s investment policy.
  • UBS Asset Management classifies this fund as a Sustainability Focus Fund, which promotes ecological and/or social criteria.

Current information on the fund:

Income

UBS Strategy Income Sustainable

Investor profile: for cautious investors who can tolerate a low level of price fluctuation
Investment goal: to secure an attractive level of interest income with low to moderate price fluctuations

Fund description:

  • The fund invests on a globally diversified basis in bonds of primarily high quality, money market instruments and shares.
  • The focus is on investing in bonds.
  • Foreign currency risks are largely hedged with respect to the reference currency.
  • The fund is based on the “UBS House View” – UBS’s investment policy.
  • UBS Asset Management classifies this fund as a Sustainability Focus Fund, which promotes ecological and/or social criteria.

Current information on the fund:

Yield

UBS Strategy Yield Sustainable

Investor profile: for generally cautious investors who can tolerate a certain level of price fluctuation
Investment goal: to secure an attractive return

Fund description:

  • The fund invests on a globally diversified basis in bonds of primarily high quality, money market instruments and shares.
  • The focus is on investing in bonds.
  • Foreign currency risks are largely hedged with respect to the reference currency.
  • The fund is based on the “UBS House View” – UBS’s investment policy.
  • UBS Asset Management classifies this fund as a Sustainability Focus Fund, which promotes ecological and/or social criteria.

Current information on the fund:

Balanced

UBS Strategy Balanced Sustainable

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:

  • The fund invests on a globally diversified basis in shares, primarily high-quality bonds and money market instruments.
  • The ratio of shares to fixed-interest investments is generally balanced.
  • Foreign currency risks are largely hedged with respect to the reference currency.
  • The fund is based on the “UBS House View” – UBS’s investment policy.
  • UBS Asset Management classifies this fund as a Sustainability Focus Fund, which promotes ecological and/or social criteria.

Current information on the fund:

Growth

UBS Strategy Growth Sustainable

Investor profile: for risk-oriented, progressive investors mainly looking to invest in shares
Investment goal: to generate capital growth

Fund description:

  • The fund invests on a globally diversified basis in shares, primarily high-quality bonds and money market instruments.
  • The focus is on investing in shares.
  • Foreign currency risks are largely hedged with respect to the reference currency.
  • The fund is based on the “UBS House View” – UBS’s investment policy.
  • UBS Asset Management classifies this fund as a Sustainability Focus Fund, which promotes ecological and/or social criteria.

Current information on the fund:

Equity

UBS Strategy Equity Sustainable

Investor profile: for risk-oriented, progressive investors looking to invest in shares
Investment goal: to make the most of the potential returns offered by the equity markets

Fund description:

  • The fund invests in shares on a globally diversified basis. The proportion of fixed-interest investments is low.
  • Foreign currency risks are largely hedged with respect to the reference currency.
  • The fund is based on the “UBS House View” – UBS’s investment policy.
  • UBS Asset Management classifies this fund as a Sustainability Focus Fund, which promotes ecological and/or social criteria.

Current information on the fund:

Performance UBS Strategy Funds Sustainable

Learn from investment solutions specialist Marc Schaffner which factors have influenced performance.

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