The aim of UBS Manage Advanced [Systematic Allocation] is to increase your portfolio’s equity component when markets go up and reduce it when they go down.
Benefits at a glance
Rule-based equity component management
Risk reduction when market developments are negative
Four investment classes
Liquidity, bonds, equities and hedge funds
- Selection of investment instruments that consider post-tax returns
- Personalized notifications regarding your portfolio, including a separate E-Banking page.
How can I invest flexibly?
Find your bearings on the global stock markets and achieve your financial goals.
UBS Manage Advanced [Systematic Allocation] uses rule-based decision models to increase your portfolio’s equity component when the market improves so you benefit more from rising share prices. Conversely, the equity component is reduced in times of higher risk and when markets are on a downward trend.
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: