UBS Strategy Funds The foundation of your asset accumulation

With the UBS Investment Strategy Fund, you bank on bonds and shares. The funds are highly diversified between different investment categories, regions and currencies, and offer a solid foundation for building up wealth.

UBS Strategy Funds at a glance

  • Tailored investment solutions that are perfectly suited to your investment strategy
  • Investment decisions are delegated to UBS investment specialists
  • Professional investment management
  • Continuous monitoring of your investments
  • Reduction of currency-related fluctuations

UBS Strategy Funds in simple terms

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 Strategy Funds in detail

With UBS Strategy Funds, we offer the right solution for every need and every investment strategy. The funds on offer range from those consisting entirely of fixed-interest securities 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 excluding hedge funds

Expected return potential

UBS Strategy Funds

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.

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.

Current information on the fund:
 

Fund Gate product page: 

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.

Current information on the fund:
 

Fund Gate product page 

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.

Current information on the fund:
 

Fund Gate product page: 

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.

Current information on the fund:
 

Fund Gate product page: 

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.

Current information on the fund:
 

Fund Gate product page:

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.

Current information on the fund:
 

Fund Gate product page: 

Info

Good to know: investing for a good cause

The UBS Optimus Foundation supports severely disadvantaged children around the world. By investing in UBS Strategy Balanced C, you support the foundation's work.

As an investor, you profit as the value of the fund increases. The fund's annual disbursements go to the UBS Optimus Foundation. As a bank, we support your commitment. We donate all of the annual fee and issuing commission to the foundation.

Factsheet Optimus Funds (PDF, 183 KB)

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.