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.


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 around 200 billion Swiss francs across more than 500 funds. This equates to a market share in Switzerland of over 25%. Source: Swiss Fund Data AG and Morningstar; as at the end of October 2014 

Make use of our comprehensive advice


For wealthy individuals

061 276 38 10

Monday to Friday, 8.00 a.m. to 6.00 p.m.

Euromoney Private Banking and Wealth Management Survey
Global Private Banking Awards
Private Banker International Wealth Awards