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The Sub-Fund aims to achieve the highest possible capital growth in USD. While respecting the principle of risk diversification, the Sub-Fund's assets are mainly invested in shares, equity-like transferable securities, participation certificates, depositary receipts such as American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs) and European Depositary Receipts (EDRs), etc. issued by companies worldwide that make a contribution to sustainable economic activity and have a leading position within their sector.
Name | Title | Since | Until |
---|---|---|---|
Kevin Loepfe | - | 2023 | Now |
Tim Stehle | - | 2022 | Now |
Antonio Invernizzi | - | 2022 | 2023 |
Hans Speich | CIO | 2020 | 2022 |
Biography | CIO Asset Allocation / Balanced "Education: University of Zurich: Business economics, Chartered Financial Analyst (CFA). Hans Speich joined Julius Baer Asset Management, Zurich, in 2000 as Head of the Balanced Team. Since 2004 he is CIO Asset Allocation / Balanced and responsible for formulating the investment policy of Julius Baer Asset Management. He also personally manages key client portfolios. Previous experience includes 16 years at UBS working in various positions in institutional asset management, fund management and research, taking over responsibility for all UBS's actively managed equity investments in Switzerland; further as Portfolio Manager for the UBS Swiss Equity Fund (formerly FONSA)." | ||
Sandro Felicioni | - | 2020 | 2022 |
Petter Stengard | - | 2020 | 2022 |
Antoine Hnein | - | 2018 | 2020 |
Roger Merz | - | 2012 | 2020 |
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