Julius Baer Germany - Focus Fund Balanced IT

The general objective of this fund is to achieve a long-term attractive and risk-adjusted return in Euro. The fund will invest in both domestic and foreign assets that are expected to generate income and/or growth.

The fund primarily invests in stocks, bonds, money market instruments, and certificates. Depending on market conditions, the fund may also acquire shares in investment funds to a lesser extent. Alternative assets may be added to optimize the return profile, allowing indirect participation in the development of commodity and precious metal markets, as well as Absolute-Return products. Derivatives are used for hedging purposes, efficient portfolio management, and to generate additional income.

Investors should be aware that fees for buying and selling securities are borne by the fund, in addition to the percentages listed under "Costs," which may reduce the fund's return. The fund's earnings are distributed, and investors can generally request the redemption of shares on a daily basis. However, the management company may suspend redemptions in extraordinary circumstances if deemed necessary in the best interests of investors. It is recommended that this fund may not be suitable for investors looking to withdraw their money from the fund within a period of less than 5 years.

https://www.juliusbaer.com/