Julius Baer Edelweiss Fund Equity (CHF) K header image

Julius Baer Edelweiss Fund Equity (CHF) K

Fund

ISIN CH0297178771 / Valor 29717877

NAV (2025-11-20)
CHF 153.10+0.33%

Julius Baer Edelweiss Fund Equity (CHF) K
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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.

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Sustainable switzerland

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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
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Annual Return

-50%0%+50%

Risk level

110
0.33%CHF 112.44
Julius Baer Edelweiss Fund Equity (CHF) B
Julius Baer Edelweiss Fund Equity (CHF) B Julius Baer Edelweiss Fund Equity (CHF) B Valor: 29717875
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Annual Return

-50%0%+50%

Risk level

110
0.33%CHF 156.07
Julius Baer Edelweiss Fund Equity (CHF) A
Julius Baer Edelweiss Fund Equity (CHF) A Julius Baer Edelweiss Fund Equity (CHF) A Valor: 29717871
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Annual Return

-50%0%+50%

Risk level

110
0.33%CHF 149.22
Julius Bär Edelweiss Fund Equity (CHF) Ma
Julius Bär Edelweiss Fund Equity (CHF) Ma Julius Bär Edelweiss Fund Equity (CHF) Ma Valor: 48137331
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Annual Return

-50%0%+50%

Risk level

110
0.33%CHF 135.96
Julius Bär Edelweiss Fund Equity (CHF) M
Julius Bär Edelweiss Fund Equity (CHF) M Julius Bär Edelweiss Fund Equity (CHF) M Valor: 48137329
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Annual Return

-50%0%+50%

Risk level

110
0.33%CHF 142.04