Accessibility and diversification - Funds and Sicav

Accessibility and diversification - Funds and Sicav

UBS offers an open-architecture platform with more than 3,000 UBS investment funds and selected management companies.
A wide universe: knowing how to go about it is essential.

To assist the clients who wish to invest in funds basing on UBS advice we provide the expertise of a team of dedicated professionals together with the value of a structured selection process.

What is our selection process for funds and Sicav?

Quantitative analysis

  • We launch an initial analysis on over 60,000 funds, taking into account risk, yield, minimum dimensions and further parameters.

Qualitative analysis

  • We perform a further qualitative analysis on approximately 3,600 funds. We interview all fund managers in detail to exclude those who are not in line with UBS.

Selection

  • Only after a careful suitability scrutiny of their managers and the Investment Committee approval will 50 top investment funds be identified, which will then become part of our investment solutions.

Funds: what are the benefits?

  • Diversification: they invest in a mix of instruments to increase opportunities and mitigate risks, as opposed to investments in individual securities.
  • Access to the markets: they can access markets often hardly accessible for private investors, compensating for the complexity and high costs which are generally involved and compatibly with your risk appetite.
  • Wide range: they differ in terms of asset classes, sectors, markets and currencies.
  • Professional management: they rely on rigorous processes of investment, advanced control and risk management techniques so that you can seize the best earnings opportunities on the international financial markets.
  • Liquidity: great flexibility as you can disinvest anytime.

We’d like to meet you

Come and see us so we can tell you more about what we can offer you.