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 at a glance

Traditionell

Multi Asset solution

Investments in stocks and bonds

Individuell

Individual

Strategy according to your risk tolerance

Kontrolliert

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.
  • You want to incorporate sustainability aspects into your investment decisions. With UBS Strategy Funds you invest exclusively in bonds and equities.
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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 in detail

UBS Strategy Funds im Detail
 

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.
  • 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

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

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

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

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

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

Performance UBS Strategy Funds

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

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