UBS Managed Fund Portfolio Premier funds combined with investment management

UBS Managed Fund Portfolio is a discretionary, actively managed portfolio solution designed to achieve your investment goals by using a combination of investment funds and fund-like instruments from UBS and leading third-party providers. You also have access to the expertise of UBS Fund Research, which identifies the most promising fund managers based on quantitative and qualitative fund selection methods.

You can choose between six investment strategies with different risk-return profiles, and four reference currencies (CHF, EUR, USD, GBP). For selected client domiciles tax aspects may be considered. Please contact your client advisor to arrange a personal consultation.

Your benefits at a glance:

  • Personal solution: Your personal portfolio, consisting of a selection of the globe's leading investment funds, is based on your investment strategy, and is designed to meet your financial needs and goals.

  • Confidence and security: Delegating the daily management of your assets to our specialists saves you time while ensuring professional supervision and active management of your fund portfolio.

  • Access: With UBS you have access to the investment expertise of a leading asset manager with global research capabilities.

  • Risk management: The broad diversification of your portfolio through investment funds, and our structured investment process, can reduce your investment risk.