Institutional investors of all sizes will find Julius Baer offers a comprehensive range of collective investment solutions.
These products are structured in the form of institutional investment funds under Swiss law and are exclusively reserved for institutional investors:
Target group
These collective investment solutions are geared exclusively towards registered pension funds, banks and securities traders, insurance companies and service and industrial companies with professional treasury operations according to. 2, par. 2, of the Swiss Investment Fund Ordinance. As an institutional investor, Julius Baer investment solutions allow you to address your investment needs in all key asset classes in a professional and comprehensive manner.
Advantages of institutional investment funds
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Diversification: |
Versus investments in individual securities, investment funds offer an optimum degree of diversification - even for smaller sums of investment. |
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Modular concept: |
Clearly defined investment fund modules enable varying client requirements to be met. |
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Cost benefits: |
The funds exhibit an attractive fee schedule versus competitors' products. For clients with a written asset management agreement, asset management fees are agreed on an individual basis. |
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Security: |
The fund management is subject to supervision by the SFBC, and monitors compliance with the investment limits on a daily basis. |
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Tax efficiency: |
Transactions within the funds are not subject to stamp duty. |
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Simplified securities
accounting: |
In contrast with direct investments, this markedly reduces the number of transactions for the investor. |
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Daily valuation |
as well as subscription/redemption on a daily basis. |
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SEGA-compatibility
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