Julius Baer Wealth Advisors (India) Private Limited • Multi Asset
Julius Baer All Weather Portfolio- Core is a multi asset portfolio management service (PMS) strategy run by Julius Baer Wealth Advisors (India) Private Limited, launched on 5 Mar 2021. It manages ₹5.51 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +8.95% over 1 year, +13.17% over 3 years and +10.24% over 5 years (+9.92% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +5.97% |
| 3 Months | +0.12% |
| 1 Year | +8.95% |
| 3 Years | +13.17% |
| 5 Years | +10.24% |
| Since Inception | +9.92% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callJulius Baer All Weather Portfolio- Core has a 1-year return of +8.95%, a 3-year return of +13.17%, a 5-year return of +10.24% and +9.92% since inception. Past performance is not indicative of future results.
Julius Baer All Weather Portfolio- Core manages ₹5.51 Cr of client assets.
The minimum investment for Julius Baer All Weather Portfolio- Core is ₹50 Lakhs.
Julius Baer All Weather Portfolio- Core was launched on 5 Mar 2021. It has a 5-year track record.
Description
All Julius Baer Wealth Advisors PMS strategies →Browse all PMS strategies in India →