Julius Baer Non Discretionary Portfolio ND1 PMS: Returns, AUM & Details
Julius Baer Wealth Advisors (India) Private Limited • Multi Asset
Julius Baer Non Discretionary Portfolio ND1 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 ₹913 Cr of client assets and is benchmarked against the Nifty 500 TRI. The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹913 Cr
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹912.86 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
05/03/2021
Trailing Returns
Trailing returns
Period
Return
1 Month
+1.71%
Since Inception
+7.14%
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.