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
  • Investment decisions are delegated to UBS investment specialists
  • Professional investment management
  • Continuous monitoring of your investments
  • Reduction of currency-related fluctuations

Sound advice

To define the right investment strategy for you, we need to understand your financial situation and appetite for risk. We do this by drawing up your personal investment profile.

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 equity portion for more cautious investors to funds with 65 percent for growth-oriented investors.

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% of the total amount invested.
  • Most of the investments are denominated in Swiss francs. The exchange rate risks for investments in other currencies are largely hedged.

Current information on the fund:
  

Fund Gate product page:

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% of the total amount invested.
  • Most of the investments are denominated in Swiss francs. The exchange rate risks for investments in other currencies are largely hedged.

Current information on the fund:
  

Fund Gate product page:

UBS Suisse 65

Investor profile: For risk-oriented, progressive investors mainly looking to invest in shares

Investment goal: To generate capital growth

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 focus is on investing in shares (which usually make up around 65%).
  • Most of the investments are denominated in Swiss francs. The exchange rate risks for investments in other currencies are largely hedged.

Current information on the fund:
  

Fund Gate product page:

Guides and tools

Investment solutions brochure

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

UBS Fund Gate

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

 

UBS Funds App

UBS Funds App

Access any information about our funds at any time with this free iPhone app.