Julius Bär Edelweiss Fund Balanced (CHF) K header image

Julius Bär Edelweiss Fund Balanced (CHF) K

Fund

ISIN CH0264198083 / Valor 26419808

NAV (2026-08-26)
CHF 138.30-0.04%

Julius Bär Edelweiss Fund Balanced (CHF) K
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JB Edelweiss Fund Balanced (CHF) focuses exclusively on the Swiss market, investing directly in a diverse range of Swiss stocks and bonds. It employs Julius Baer's unique investment strategy to seek strong returns by including international companies that operate in Switzerland. This approach ensures broad exposure across all major traditional asset classes while maintaining a concentrated emphasis on Switzerland's financial landscape.

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Tags:
bonds swiss equities spi®

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OTHER SHARE CLASSES OF THIS FUND

Julius Bär Edelweiss Fund Balanced (CHF) Ma
Julius Bär Edelweiss Fund Balanced (CHF) Ma Julius Bär Edelweiss Fund Balanced (CHF) Ma Valor: 48137333
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Annual Return

-50%0%+50%

Risk level

110
-0.04%CHF 109.55
Julius Bär Edelweiss Fund Balanced (CHF) M
Julius Bär Edelweiss Fund Balanced (CHF) M Julius Bär Edelweiss Fund Balanced (CHF) M Valor: 48137332
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.04%CHF 128.40
Julius Bär Edelweiss Fund Balanced (CHF) A
Julius Bär Edelweiss Fund Balanced (CHF) A Julius Bär Edelweiss Fund Balanced (CHF) A Valor: 26419804
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.04%CHF 137.94