Funds

The basis for building your wealth

Funds are the basis on which to build your long-term wealth. We give you access to high-quality, global investment funds with which you can benefit from opportunities on the international financial markets.

Lipper Fund Awards Switzerland

The best investment funds in Switzerland from UBS.

Fund at a glance

A wide choice

Access to UBS Funds and selected third-party funds

Strict selection process

Evaluation and selection according to strict UBS criteria

Constant monitoring

The funds in question are constantly monitored

A fund pools the money of a large number of individual investors, giving it sufficient capital to invest in a variety of securities. As a result, you 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.

Which investment solution is right for me?

Traditional

With UBS Strategy Funds, you build a foundation made up of traditional investments; you invest solely in stocks and bonds.

The fund with a certain extra

With UBS Strategy Xtra Funds, you invest your money in stocks and bonds. To complement your portfolio, you also invest in hedge funds.

Swiss focus

With UBS Suisse Funds your focus is on Swiss assets and you invest mainly in Swiss stocks, bonds and real estate.

Development of the Strategy Funds

How do Strategy Funds perform?

In our bi-annual video analyses, our investment specialists tell you which factors have influenced performance. Would you like to be notified when a new video is available?

UBS Systematic Allocation Portfolio Funds

Funds for every market situation

Stocks can yield better results in the long term than other asset classes. The more flexible the investment strategy, the higher its potential in different market situations. The “UBS Systematic Allocation Portfolio” funds invest according to the model of the UBS WM Chief Investment Office (CIO), which manages the equity ratio and corresponding changes in the portfolio.

Because a personal conversation is worth a lot

What can we do for you? We’re happy to address your concerns directly. You can contact us in the following ways: