UBS Investment Fund Account

Over 300 funds to choose from

  • Benefit from our wide range of funds and start investing from as little as CHF 50. Our experts can tell you more.

Your benefits with a UBS Investment Fund Account

Better returns

With positive market developments, you can achieve higher returns than with a savings account.

Receive advice and stay flexible

Our client advisor will set everything up with you. Afterwards, you can invest and withdraw money whenever you want.

Reduced fees if you invest regularly

With a monthly investment starting from as little as CHF 50, you benefit from a 15% discount on the fees of 16 different UBS funds.

Build your long-term wealth in a convenient and diversified way

With a UBS Investment Fund Account, you can build up assets systematically, i.e. with a standing order, to make your long-term goals and dreams come true.

  • Receive fund recommendations based on your risk tolerance
  • You decide when and how much you want to invest
  • Save on fees with a monthly standing order
  • Benefit from a discount if you are under 26 or a student under 30
  • Also available as a gift: invest in a future of a child

Interested?

In a personal video call or a meeting at one of our branches, our client advisors can tell you more about fund accounts, how they work and our selection of funds.

Make a free appointment now to learn more and, if you like, make your fund account a reality.

Additional information

How do investments work in general?

Would you like to know more about the effects of a long investment period vs. a short one? If so, our investment calculator might be right for you!

Play around with different values and see how they influence the result of an investment. For investments in funds, you can assume an annual value appreciation of 2-6%. Please note that this is just an indicative value without any guarantee with regards to the future fund performance.

FAQ

From CHF 50

UBS Key4 Smart Investing

Want to invest in a fully independent, digital way?

  • Use the UBS Mobile Banking app to set up and manage your investments
  • Receive tailored fund recommendations based on your investment objectives
  • Choose from different funds in our simple mode or theme-based mode