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Institutional Bvg/lpp - Bvg/lpp 40 Plus A (0P0000A9IZ)

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141.510 +0.160    +0.11%
25/11 - Closed. Currency in CHF
Type:  Fund
Market:  Switzerland
ISIN:  CH0036749957 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 99.64M
Julius Baer Institutional BVG/LPP - Julius Baer In 141.510 +0.160 +0.11%

Institutional Bvg/lpp - Bvg/lpp 40 Plus A Overview

 
On this page you'll find an in-depth profile of Institutional Bvg/lpp - Bvg/lpp 40 Plus A. Learn about the key management, total assets, investment strategy and contact information of 0P0000A9IZ among other information.
Category

CHF Moderate Allocation

Total Assets

99.64M

Expenses

0.62%

Inception Date

Jan 31, 2008

Investment Strategy

The fund invests in a globally diversified portfolio consisting of direct and indirect traditional and alternative investments. The weightings of the individual asset classes are made under consideration of an optimised risk-return ratio. The strategic equity level is 40%. The fund is directed exclusively at Swiss tax-exempt, registered pension institutions of the second pillar.

Contact Information

Address 6900 Lugano
Zürich, 8037
Switzerland
Phone 058 426 61 04
Fax 058 426 60 15

Top Executives

Name Title Since Until
Fabio Di Grezia - 2024 Now
Andrea Quapp - 2017 Now
Reto Hintermann - 2008 2017
Eduard Frauenfelder - 2008 2011
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