Julius Baer Edelweiss Fund Equity (CHF) B header image

Julius Baer Edelweiss Fund Equity (CHF) B

Fund

ISIN CH0297178755 / Valor 29717875

NAV (2025-11-17)
CHF 156.98-0.82%

Julius Baer Edelweiss Fund Equity (CHF) B
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

JB Edelweiss Fund Equity (CHF) is a Swiss equity fund managed by Julius Baer that actively invests in a broad range of Swiss companies across various sectors and sizes, including small, mid, and large-cap stocks. The fund emphasizes selecting high-quality individual stocks through detailed bottom-up analysis and keeps its investment in major index leaders to a maximum of thirty companies. By diversifying its holdings and carefully managing market exposure, the fund aims to achieve better performance than its Swiss benchmark over a period of five to seven years.

Content summarized by AI chatbot
Tags:
Sustainable switzerland

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Julius Bär Edelweiss Fund Equity (CHF) Kt CHF Accu
Julius Bär Edelweiss Fund Equity (CHF) Kt CHF Accu Julius Bär Edelweiss Fund Equity (CHF) Kt CHF Accu Valor: 11892233
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.81%CHF 113.09
Julius Baer Edelweiss Fund Equity (CHF) K
Julius Baer Edelweiss Fund Equity (CHF) K Julius Baer Edelweiss Fund Equity (CHF) K Valor: 29717877
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.81%CHF 153.99
Julius Baer Edelweiss Fund Equity (CHF) A
Julius Baer Edelweiss Fund Equity (CHF) A Julius Baer Edelweiss Fund Equity (CHF) A Valor: 29717871
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.81%CHF 150.09
Julius Bär Edelweiss Fund Equity (CHF) Ma
Julius Bär Edelweiss Fund Equity (CHF) Ma Julius Bär Edelweiss Fund Equity (CHF) Ma Valor: 48137331
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.81%CHF 136.74
Julius Bär Edelweiss Fund Equity (CHF) M
Julius Bär Edelweiss Fund Equity (CHF) M Julius Bär Edelweiss Fund Equity (CHF) M Valor: 48137329
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.81%CHF 142.86