Premium Selection UCITS ICAV - Julius Baer Strategy Balanced (USD) K Dis USD
ISIN IE000QEKLGJ0 / Valor 12385171
Premium Selection UCITS ICAV - Julius Baer Strategy Balanced (USD) K Dis USD
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Julius Baer Strategy Balanced (USD) aims for steady returns and long-term growth by holding a diversified portfolio that includes 30–70% in investment-grade and non-investment-grade corporate and government bonds, and 20–60% in equities and equity-related securities such as stocks, warrants, preferred shares, and real estate investments like REITs. Additionally, up to 25% of the portfolio is allocated to alternative investments, including commodities, precious metals, hedge funds, and private equity, while maintaining a small portion in cash and liquid assets. This balanced approach combines income from bonds and growth from equities and alternatives to achieve its investment objectives.
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