Julius Baer's Absolute Return Mandates

An Absolute Return Mandate is a managed portfolio suitable for those who want to generate stable and absolute returns from their assets. We focus our efforts on the one hand to minimize the risk of losses even in difficult market conditions; on the other hand, when the market is developing in a positive way, we want to achieve capital growth for you.

Flex Allocator: Actively take advantage of price fluctuations

The "Flex Allocator" is an ideal solution for those who want to profit easily and comfortably from a positive environment for equity investments while at the same time limiting the risk of losses. The concept is based on Julius Baer's dynamic portfolio strategy, which applies predefined rules for adjustments.

To achieve this goal, at the very start you work with us to establish a protected but non-guaranteed capital component (the floor). Through the systematic adjustment of the equity investments, we make sure we can actively take advantage of fluctuating prices. At the same time, the capital that is to be protected is preserved and so your risk is reduced to a minimum.

Your Absolute Return strategy from GAM

If you seek a stable return and place high value on capital preservation, we recommend an Absolute Return strategy. With the Absolute Return Mandate, which continues to be managed by GAM, Julius Baer makes this modern managed portfolio investment opportunity available to you.

GAM is a successful investment boutique that can look back upon many years of experience and an excellent track record in this area. With an optimal mix of asset classes, and through a unique approach for evaluating and selecting fund managers, GAM strives to achieve above-average performance for you.

Is an Absolute Return Mandate of interest to you?

Would you like to learn whether an Absolute Return Mandate is the best solution for your financial goals? Your relationship manager at Julius Baer will be delighted to provide detailed information and give you personal support in your investment planning.

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