Julius Baer Global Balanced GBP N Acc GBP
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
Julius Baer Global Balanced GBP aims to grow investors' capital over the medium to long term by building a diversified global portfolio. The fund allocates up to 70% of its assets to equities and equity-related securities from around the world, and up to 55% to corporate and government bonds. Additionally, it invests in other collective investment schemes, allowing for a flexible mix that includes limited exposure to alternative investments and real estate. This balanced approach blends income from bonds and growth from stocks, without concentrating on any specific industry, sector, or region.