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Institutional Bvg/lpp Flexible Fund B2 (0P00001QJ4)

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154.070 +0.090    +0.06%
21/11 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 3.86B
Type:  Fund
Market:  Switzerland
Issuer:  GAM Investment Management (Switzerland) AG
ISIN:  CH0020275001 
Asset Class:  Equity
Julius Baer Institutional BVG/LPP Flexible B2 154.070 +0.090 +0.06%

0P00001QJ4 Overview

 
On this page you'll find an in-depth profile of Institutional Bvg/lpp Flexible Fund B2. Learn about the key management, total assets, investment strategy and contact information of 0P00001QJ4 among other information.
Category

CHF Moderate Allocation

Total Assets

3.86B

Expenses

0.44%

Inception Date

Dec 21, 2004

Investment Strategy

The risk/return profile of the fund is optimised: with a relatively low volatility, the fund offers the potential to produce an attractive performance. The fund management may investment the fund's assets in the following investment categories: traditional, direct investments in real estate, alternative investments (hedge funds / funds of hedge funds), private equity and commodities. The fund is directed exclusively to tax-exempt, registered pension 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
Christof Stegmann - 2021 2021
Reto Hintermann - 2006 2017
Michal Novak - 2007 2014
Eduard Frauenfelder - 2004 2014
Fabien Weber Portfolio Manager 2004 2006
Biography Portfolio Manager Education: University of Geneva: Masters in Finance and Economics, BSC in Economics, Chartered Financial Analyst (CFA). Fabien Weber joined Julius Baer, Zurich, in 1997 as a salestrader. In 2001 he became involved in the Asset and Liability Management Team where he was responsible for the Management of the Group's Investment Portfolio in bonds (totalling CHF 2 billion). He took up his current position at Julius Baer Asset Management in September 2002. Previous experience includes one year working as a salestrader on the Fixed Income Market; a period as an assistant in UBS Geneva's Trading Team.
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