When managing mixed investments, our emphasis is on active management of the asset allocation. Our investment philosophy is based on relative value growth. We place less importance on absolute valuations in the sense of directional forecasting.
Stocks, bonds, countries and regions, as well as sectors, are overweighted or underweighted in relation to the benchmark. Implementation of this philosophy requires detailed analysis and evaluation at the macro as well as microeconomic level. Portfolio composition is guided by diversification considerations, and in the stocks sector is based on the investment style approach and in the bonds sector on the credit spreads approach.
Our offer in the mixed (balanced) sector
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1. For institutional clients: |
- Solutions compliant with the Swiss Federal Law on Occupational Retirement, Survivors' and Disability Pension Plans (BVG, Switzerland)
- Customised solutions is defined by the client
- Focus on absolute return
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2. For private clients: |
- Strategy funds
- Multistrategy products
- Absolute return strategies
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Would you like more information, or can we assist you personally ? Talk to your Julius Baer relationship manager. We look forward to hearing from you.