Julius Baer invests in mixed institutional investment funds in accordance with the provisions of the Swiss Federal Law on Occupational Retirement, Survivors' and Disability Pension Plans (BVG) and related ordinances
The mixed institutional funds from Julius Baer are based on either a benchmark index (relative return approach) or the objective of a positive absolute return (absolute return approach):
Benchmark index as the basis
At Julius Baer you will currently find two mixed institutional funds. In terms of investment strategy these are based on a benchmark index with the objective of outperforming it over the long term. The funds exhibit a stock allocation of 25 percent and 40 percent respectively.
Positive absolute return as the basis
You can currently invest in an institutional mixed fund from Julius Baer that pursues the objective of a positive absolute return. The fund invests in traditional securities and - indirectly - in real estate, alternative investments (hedge funds/funds of hedge funds), unlisted companies (private equity) and precious metals. The fund's investment objective is to generate a positive overall return in Swiss francs, even in the event of volatile markets. The fund may be acquired solely by second and third pillar schemes (pension funds, free transfer institutions, suppletive institution, guarantee funds, pension fund foundations, pillar 3a bank foundations domiciled in Switzerland, etc.).