Fixed Income solutions
Ideas and strategies for the conservative part of your portfolio
Debt mutual funds
We consider fixed income to be a core allocation in every client portfolio; hence building a high quality fixed income portfolio is of paramount importance. At Julius Baer, we take a lot of effort in identifying the right set of fixed income products suitable for your risk profile, investment horizon and liquidity requirements.
Our investment specialists carefully analyse a wide variety of third-party debt mutual funds and will help you create a diversified portfolio of fixed income investments, providing you flexibility, liquidity and peace of mind. Our access to third-party fund managers and other third-party investment professional managers in the fixed income area enables us to bring the latest thoughts and ideas from the fixed income markets to you.
Your relationship manager at Julius Baer works closely with you and identifies opportunities for you based on interest rate movements, as well as investment ideas in credit and money markets.
Apart from debt mutual funds, we also identify opportunities from the primary and secondary bond markets for you. This enables you to construct a longer-term direct fixed income portfolio, depending on your choice, alongside the more liquid debt mutual funds portfolio. You can choose from high quality / high-yield issuers, taxable / tax-free income as well as medium-term /long-term tenors These bonds are executed through our select third-party providers.
Company fixed deposits
Alongside the attractive capital market opportunities in fixed income, there are also the simple and traditional, but steady income-paying company fixed deposits. At Julius Baer, you can choose from select third-party fixed deposit opportunities from high quality companies.
Are you interested in learning more about Julius Baer’s Fixed Income Solutions? Your Julius Baer relationship manager would be happy to discuss the solutions available to you.