Julius Bär Edelweiss Fund Equity (CHF) M header image

Julius Bär Edelweiss Fund Equity (CHF) M

Fund

ISIN CH0481373295 / Valor 48137329

NAV (2025-11-13)
CHF 145.36-0.65%

Julius Bär Edelweiss Fund Equity (CHF) M
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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 Baer Edelweiss Fund Equity (CHF) K
Julius Baer Edelweiss Fund Equity (CHF) K Julius Baer Edelweiss Fund Equity (CHF) K Valor: 29717877
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Annual Return

-50%0%+50%

Risk level

110
-0.65%CHF 156.69
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
-0.65%CHF 115.08
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
-0.65%CHF 159.75
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
-0.64%CHF 152.74
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
-0.64%CHF 139.14