Funds The right investment solution for private investors

Investment funds give you more of a stake in companies' economic development, even if you invest only small amounts. Your money is invested in lots of different securities and managed by experts. That means investors like you benefit from our financial experts' extensive knowledge.

What is a fund? 

In a fund from many investors is pooled and invested. As a hedge against potential risks, the money is invested in a broad spread – in other words, in a wide range of individual securities. The fund's assets are managed by investment specialists who aim to make a profit.

When you put money into investment funds, you are acquiring units of an equivalent value that are part of the total assets of a fund. You can sell your fund units at the current market value at any time or buy more to add to them.

Investing in funds is perfectly straightforward. All you need is a custody account or a fund account. In order to help you find the right investment solution from the wide range of UBS funds, we'd be happy to arrange a comprehensive advisory consultation with you.

UBS Funds

Invest in funds, and you're putting your money into the hands of experts. Find out how our fund managers invest your money in line with your specifications.

Fund products for private clients 

Do you tend to be cautious when it comes to investing money? Or do you see risks as opportunities? You'll find we've got an investment strategy fund that fits your needs.

Fund products for private clients

Strategy Funds

Choose Strategy Funds and you're opting for a foundation made of traditional investments. You are investing in bonds and equities and nothing else.

Strategy Xtra Funds

Choose UBS Strategy Xtra Funds and you're putting your money into bonds and equities. Putting a small amount in hedge funds too is a sensible way of complementing your portfolio.

Suisse Funds

Invest in UBS Suisse Funds and you're putting your trust in Swiss values. You're investing mainly in Swiss equities, bonds and real estate.


A Basis for investment

At the heart of your investments is a custody account or a UBS fund account. You use it to buy or sell fund units at the current market value.

Investment accounts

Custody account

The custody account is the foundation for your investments. It enables you to buy and sell equities, investment funds and precious metals.

Investment fund account

The fund account makes a good foundation for targeted wealth accumulation with UBS investment funds. With it, you reach your savings target one step at a time.  


Guides and calculators 

Investment calculator

Investment calculator

Use the online investment calculator to work out how long achieving your investment goals will take you.

The ABCs of investing

The ABCs of investing

Understand the most important rules of investing and basic investment concepts thanks to our clear explanations.

UBS Funds App

Funds App

Our free iPhone App means you always have all the key information with you, wherever you are.

Advice and contact

0800 002 554

Monday to Friday 8 a.m. to 6 p.m.