Julius Baer Wealth Advisors (India) Private Limited • Multi Asset
Julius Baer All Weather Portfolio- Plus is a multi asset portfolio management service (PMS) strategy run by Julius Baer Wealth Advisors (India) Private Limited, launched on 1 Mar 2023. It manages ₹11.62 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +9.03% over 1 year and +13.45% over 3 years (+13.22% 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 | +7.05% |
| 3 Months | -0.49% |
| 1 Year | +9.03% |
| 3 Years | +13.45% |
| Since Inception | +13.22% |
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- Plus has a 1-year return of +9.03%, a 3-year return of +13.45% and +13.22% since inception. Past performance is not indicative of future results.
Julius Baer All Weather Portfolio- Plus manages ₹11.62 Cr of client assets.
The minimum investment for Julius Baer All Weather Portfolio- Plus is ₹50 Lakhs.
Julius Baer All Weather Portfolio- Plus was launched on 1 Mar 2023. It has a 3-year track record.
Description
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