Core Investments

Core investments are the basic building blocks of a robust and diversified portfolio. Depending on their individual needs and their inclination – and ability – to take risks, investors can combine different asset classes to put together a balanced portfolio.

Equities

When they buy shares, investors are looking for capital growth. Our leading specialists use their unique style investing expertise to achieve high risk-adjusted yields. You benefit from the potential of all the major equity markets.

Bonds

by making fixed-interest investments, investors are looking to preserve their capital while still achieving calculable returns. Julius Baer offers products for all the major currencies, regions, ratings and maturity dates. It is a market leader in absolute return and emerging country bond funds.

Mixed investments

Mixed portfolios give investors the benefits of equity, bond and alternative investments in a single product and in the currency of their choice. Julius Baer provides investment solutions tailored to your specific risk profile.

Whatever your particular needs may be – Julius Baer has the right products to fulfil your investment wishes.