CIO Asset Allocation

UBS CIO Strategic Asset Allocations are an essential part of our disciplined style of managing and growing our clients' wealth. The CIO SAAs ensure that our clients remain on course to their financial goals and steer clear of common investment dangers by investing in a well-diversified manner.

Global asset class preferences

As at April 2021

Note: These preferences are designed for a global investor who can hedge foreign currency fluctuations.
Source: UBS, as of April 2021 

Strategic Asset Allocations (SAAs)

EUR (local portfolio with home bias)

Note: Portfolio weightings are for EUR SAA with a home bias and a balanced risk profile. We expect a balanced EUR SAA to have an average total return of 3.0% p.a. and a volatility of 8.2% p.a. over the next seven years.

USD

Note: Portfolio weightings are for a USD SAA with a balanced risk profile. We expect a balanced USD SAA to have an average total return of 5.3% p.a. and a volatility of 8.3% p.a. over the next seven years.

CHF (local portfolio with home bias)

Note: Portfolio weightings are for CHF SAA with a home bias and a balanced risk profile. We expect a balanced CHF SAA to have an average total return of 2.7% p.a. and a volatility of 8.4% p.a. over the next seven years.

Source: UBS, as of 21 May 2020