A practical, cost-efficient way to build a diversified investment portfolio
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The Basics

UCITS funds pool investor money and buy a portfolio of stocks, bonds and other investments.

UCITS, or Undertakings for Collective Investment in Transferable Securities, are a type of mutual fund established by the European Union—making it easier for individuals to invest in many opportunities rather than just a few. The combined holdings of the mutual fund are known as its portfolio. Each share bought represents an investor’s part ownership in the mutual fund and in the gains it generates.


Various mutual funds can have different investment objectives, risks and return profiles. Typically, they specialize in an asset class, industry or theme, for example investing in real estate, infrastructure or renewable energy. While UCITS are primarily designed for sale within the EU, they are also sold in some other countries, such as Switzerland, Singapore, and Hong Kong.

1 Diversification does not ensure a profit or protect against loss.