Strategy Funds

The foundation of your asset accumulation

Our investment strategy funds are a foundation for traditional investments – you invest solely in stocks and bonds.

UBS Strategy Funds at a glance

Traditional

Investments in stocks and bonds

Individual

Strategy according to your risk tolerance

Controlled

Constant monitoring and supervision of your investments

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

UBS Strategy Funds in simple terms

UBS Strategy Funds in detail

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

Fixed Income

UBS Strategy Fixed Income

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.

Income

UBS Strategy Income

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.

Yield

UBS Strategy Yield

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.

Balanced

UBS Strategy Balanced

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.

Growth

UBS Strategy Growth

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.

Equity

UBS Strategy Equity

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.

Performance UBS Strategy Funds

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