They're popular for many reasons. Mutual funds provide attractive features that include: - Ownership of a broad range of securities for a minimal investment
- Diversification across asset classes, geographic regions and investing styles
- Potential reduction in overall risk through ownership of a variety of securities
- Active portfolio management or passive indexing1
- Easy redemption since mutual funds continually accept redemptions of fund shares2
- The ability to purchase shares over time using dollar cost averaging3
UBS is pleased to present over 3,000 mutual funds from more than 170 leading fund families. Owning Funds at UBS
Together with a UBS Financial Advisor, you'll review investment options that can help you pursue your goals. Depending on your particular circumstances, you might select:
PACESM (Personalized Asset Consulting and Evaluation)
This fee-based, nondiscretionary mutual fund advisory program provides you with personalized advice from your Financial Advisor and the freedom to choose from hundreds of no-load and load-waived mutual funds screened by UBS. You'll work with your UBS Financial Advisor to create a mutual funds portfolio to match your individual risk profile and target asset allocation.
UBS Strategic Advisor
Would you like to hold individual securities and mutual funds in one account? UBS Strategic Advisor, a fee-based advisory account, gives you this option, as well as personalized advice, guidance and service from your Financial Advisor.
Resource Management Account® (RMA® )
Would you like a convenient account that helps you manage your cash flow, credit cards and investments? With an RMA, a premier brokerage account, you can invest in over 3,000 mutual funds as well as other types of investments.
How Are My Funds Doing?
Your UBS Financial Advisor has an Evaluation Program to help you evaluate your mutual funds periodically to see whether they're: Performing according to reasonable expectations Still appropriate for your financial goals Still being managed according to the fund's stated objectives Still working well together with your other funds
What's Next?
We recommend that you work with a UBS Financial Advisor to determine your investment objectives, time frames and comfort level with risk. You'll receive guidance on the UBS programs that are appropriate for you.
Mutual funds are offered by prospectus, which contains more complete information regarding the investment objectives, risks, charges and expenses associated with an investment in the fund. Please contact a UBS Financial Advisor for a free prospectus and be sure to read and consider the information found in the prospectus carefully before investing. | 
