Premium Selection UCITS ICAV - Julius Baer Strategy Balanced (CHF) A Dis CHF

Julius Baer Strategy Balanced (CHF) aims for consistent returns and long-term growth by allocating 30–70% of its assets to a mix of global investment-grade and non-investment grade bonds, and 20–60% to a diverse range of equities and equity-related securities, including shares, preferred stocks, and real estate investments like REITs. Additionally, up to 25% of the portfolio is invested in alternative assets such as commodities, precious metals, hedge funds, and private equity. The fund may also invest in collective investment schemes to further diversify its holdings and enhance potential income and capital gains.