Premium Selection UCITS ICAV - Julius Baer Strategy Income (USD) A Acc USD header image

Premium Selection UCITS ICAV - Julius Baer Strategy Income (USD) A Acc USD

Fund

ISIN IE00005P8DR8 / Valor 12385596

NAV (2026-09-03)
USD 228.03+0.48%

Premium Selection UCITS ICAV - Julius Baer Strategy Income (USD) A Acc USD
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Julius Baer Strategy Income (USD) aims to provide steady returns and long-term growth by investing mainly in a balanced mix of bonds and equities. The fund allocates between 50% and 90% of its assets to a variety of bonds, including high-quality corporate and government bonds as well as some higher-yield, non-investment grade options like convertible and warrant bonds. Additionally, it invests 10% to 35% in stocks and equity-related instruments, including shares, preferred stocks, and real estate investments such as REITs. To further diversify, up to 25% of the portfolio is placed in alternative assets like commodities, precious metals, hedge funds, and private equity.

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Tags:
msci world multi asset balanced fund

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Premium Selection UCITS ICAV - Julius Baer Strategy Income (USD) K Dis USD
Premium Selection UCITS ICAV - Julius Baer Strategy Income (USD) K Dis USD Premium Selection UCITS ICAV - Julius Baer Strategy Income (USD) K Dis USD Valor: 12385597
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Annual Return

-50%0%+50%

Risk level

110
0.48%USD 121.36
Premium Selection UCITS ICAV - Julius Baer Strategy Income (USD) A Dis USD
Premium Selection UCITS ICAV - Julius Baer Strategy Income (USD) A Dis USD Premium Selection UCITS ICAV - Julius Baer Strategy Income (USD) A Dis USD Valor: 12385597
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.48%USD 155.65
Premium Selection UCITS ICAV - Julius Baer Strategy Income (USD) K Acc USD
Premium Selection UCITS ICAV - Julius Baer Strategy Income (USD) K Acc USD Premium Selection UCITS ICAV - Julius Baer Strategy Income (USD) K Acc USD Valor: 12385597
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.48%USD 179.43