Mutual funds disclosure
Information regarding investments in mutual funds
As an investor in Mutual Funds, we recommend that you go through the latest information and the risk factors about the various Mutual Fund schemes before investing in them. This information is available in the Scheme Information Document (SID), Statement of Additional Information (SAI), Key Information Memorandum (KIM), addenda, performance reports, fact sheets, portfolio disclosures and brochures on the website of the respective Asset Management Company (AMC). For more information on investment in mutual funds, including commission fees, please refer to the link below.
Julius Baer also provides advisory services on global assets to resident Indian clients. Please get in touch with your Relationship Manager if you are interested in advisory on global assets. For more information on investment in Global funds, please refer to the link below