Strategy Xtra Funds: investing with hedge funds

Strategy Xtra Funds Wealth accumulation with a little Extra

Like UBS Strategy Funds, Strategy Xtra Funds provide a foundation for building up your wealth. The risk/return profile is optimized using hedge funds.

UBS Strategy Xtra Funds at a glance

Optimized risk/return profile
Expanded investment spectrum incorporating hedge funds
Investment decisions are delegated to UBS investment specialists
Continuous monitoring of your investments
Reduction of currency-related fluctuations

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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.

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UBS Strategy Xtra Funds in detail

With UBS Strategy Xtra Funds, we offer the right solution for every need and every investment strategy. The funds are diversified between different investment categories, regions and currencies and supplemented by hedge funds in order to spread the risk even more. The funds on offer range from those for cautious investors to funds with a high equity portion for growth-oriented investors. Between these two extremes are intermediate options to suit any investor profile.

UBS Strategy Funds including hedge funds

Expected return potential

For illustration purposes only. The markets will likely change and performance may fluctuate. The above-listed target weightings can be adjusted at UBS’s discretion at any time. Reference weightings effective as of 01.04.2017.

Xtra Yield
Xtra Balanced

Xtra Yield/UBS Strategy Xtra 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, shares and hedge funds.
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.

Current information on the fund:

Factsheet UBS Strategy Xtra Yield

Fund Gate product page

To UBS Fund Gate

Xtra Balanced/UBS Strategy Xtra 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 hedge funds.

The ratio of shares to fixed-interest investments is generally balanced, and supplemented by investments in hedge funds.

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.

Current information on the fund:

Factsheet UBS Strategy Xtra Balanced

Fund Gate product page:

To UBS Fund Gate

Guides and tools

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.