Funds Your access to the global selection of high-level investment funds

Funds are highly diversified, flexible investment instruments. As Switzerland's largest supplier of investment funds* and one of Europe's leading fund houses, we offer a wide range of equity, bond, real estate, money market and specialty funds. We give you access to global, high-ranking investment funds that let you benefit from opportunities on the international financial markets.

Funds

How you benefit from funds

  • Wide range: you have access not only to UBS Funds, but also to those of selected third parties
  • Strict selection process: we evaluate and select third-party funds using both quantitative and qualitative criteria
  • Constant checks: the funds we choose are monitored on an ongoing basis
  • Holistic approach: we take into account the complete portfolio situation of our clients in order to ensure optimum management of the
    risk-return ratio.

A fund pools the money of a large number of individual investors, which gives it sufficient capital to invest in a variety of securities. As a result, investors can access a wide range of securities and markets with a single investment instrument. Since a fund consists of several securities, the risk of loss is lower than when investing in just one security.

* In the investment fund area, UBS Asset Management Switzerland manages more than 240 billion Swiss francs across more than 500 funds. This equates to a market share in Switzerland of over 26%. Source: Swiss Fund Data AG and Morningstar; as at the end of 2015.

  

Global Private Banking Awards
Private Banker International Wealth Awards