Julius Baer Edelweiss Fund Equity (CHF) K - CHF/  CH0297178771  /

The investment objective of the fund is primarily to achieve a consistent return and long-term capital growth in Swiss francs (CHF), in particular through investments in equities of sustainable companies. Sustainable governance criteria are taken into account during the investment process, comprising risks and opportunities in environmental, social and governance (ESG) areas. The Fund invests at least 70% of its assets in shares with a focus on Switzerland, in particular those which it deems as having strong potential for generating capital gains. In addition, it may invest between 0% and 20% of its assets in debt securities issued by private or public-sector obligors in developed markets. Furthermore, the Fund may hold between 0% and 30% of its assets in money market instruments or 0% to 30% in bank deposits. All investments may also be made up to 25% indirectly via collective investment schemes.

The investment objective of the fund is primarily to achieve a consistent return and long-term capital growth in Swiss francs (CHF), in particular through investments in equities of sustainable companies. Sustainable governance criteria are taken into account during the investment process, comprising risks and opportunities in environmental, social and governance (ESG) areas.