The equity funds from Julius Baer allow you to systematically focus and diversify your portfolio.
Style investing approach
Based on our active, style investing approach, the Julius Baer equity funds invest worldwide in growth and value stocks. Depending on the particular phase of the market, growth and value stocks are systematically overweighted or underweighted (style rotation). This enables you to capitalize on our extensive experience and on our structured and risk-controlled investment process.
With our equity funds you can invest:
and therefore exploit opportunities for diversification and combination to the full.