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The fund mainly invests in worldwide first-class money-market instruments, bonds and equities, and applies the principle of risk spreading. The equity portion represents at least 50% of the portfolio. The bond portion of the portfolio ranges between 25% and 35%. The fund is denominated in CHF. Investments are made in CHF and foreign currencies, whereby the foreign-currency risk is limited to a maximum of 55% of the assets of the sub-fund. The objective of the fund is to achieve real-terms growth in assets over the long term. The fund is suitable for investors who do not possess a deep knowledge of capital markets as well as for experienced investors, in order to pursue their specific investment targets.
Name | Title | Since | Until |
---|---|---|---|
Mischa Riedo | - | 2020 | Now |
Reto Hohl | - | 2019 | Now |
Yannick Schneeberger | - | 2019 | 2021 |
Michael Müller | - | 2015 | 2019 |
Sandra Wolfensberger | - | 2009 | 2015 |
Andrea Quapp | - | 2009 | 2015 |
Karel Ehmann | - | 2006 | 2009 |
Hans Speich | CIO | 2003 | 2006 |
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)." | ||
Patrick Senn | - | 2003 | 2006 |
Karel Ehmann | - | 1998 | 2003 |
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