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Market Leading PerformanceWe know you expect your investments to perform and CONNECT portfolios are doing just that. CONNECT works with you to put your plans into action – your portfolios are strategically structured by Morningstar and our in-house investment team, matched to your goals and risk tolerances. This has resulted in a strong performance track record – CONNECT has consistently delivered target-beating investment returns across all risk profiles. Truly, CONNECT is the way to manage the components of your financial future – not just to meet your financial goals but also to fulfil your aspirations.
- Actively Managed Certificates issued by Banque Julius Baer
- Built around our unique investment strategy, formulated in partnership with Morningstar
- Flexible, regularly re-balanced, liquid and transparent
- Tailored around clients’ risk parameters
- All-in advisory fees ranging between +0.20% and +1.25%
Strong Performance & Track Record
Year-to-Date Performance 2018
Don’t miss out as we look forward to achieving more milestones in 2018. Invest with CONNECT today to make your investment goals a reality.