Strategy funds from Julius Baer: Conservation, Balanced or Growth

In the form of three different risk profiles, we can offer you products based on different base currencies (CHF, EUR). An active investment policy ensures you benefit from exciting asset allocation opportunities.

Conservative strategy Funds designated as Conservative invest on a worldwide, broadly diversified basis – largely in first-class bonds and cash instruments. The strategy's equity allocation is around 25 percent.

Balanced strategy Funds bearing the Balanced label contain a higher equity allocation of around 45 percent. This means you have better opportunities to benefit from higher returns, though the risk is correspondingly greater.

Growth strategy The Growth investment profile describes investment funds with the highest equity allocation. In this case it is around 65 percent. This fund is especially suited to investors with a long-term horizon, who are interested in greater expected capital growth and at the same time are willing to accept greater risk in the form of price fluctuations.

Related Information

• Current fund prices