Market leading performance
Diversified portfolios
with a focus on returns
We 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 our in-house investment team with advice from Morningstar and then matched to your goals and risk tolerances. These have resulted in a strong performance track record — CONNECT has consistently delivered target-beating investment returns across all risk profiles.
Frankly, CONNECT is the way to manage the components of your financial future — not just to meet your financial goals but also to fulfill your aspirations.
Actively managed certificates issued by Banque Julius Baer
Built around our unique investment strategy, formulated in partnership with Morningstar
Flexible, regularly rebalanced, liquid and transparent
Tailored around clients’ risk parameters
All-inclusive fees of between +0.20% and +1.25%
Our portfolios
Designed to meet
your financial goals
Conservative
The portfolio that corresponds to your risk assessment is a moderate risk certificate. It invests in all asset classes with an overweight in less volatile assets (money market and fixed income instruments).
Target return
+4.85% p.a.*
Balanced
The portfolio that corresponds to your risk assessment is the medium risk certificate. It invests equally in less volatile assets (money markets and bonds) and more volatile, higher risk assets (equities and alternative investments).
Target return
+6.85% p.a.*
Aggressive
This is one of our higher risk portfolios. It is a well-diversified combination of high-risk assets, primarily equities. It is set up to maximise expected returns and has significant downside risk.
Target return
+8.05% p.a.*
Aggressive Plus
This is our highest risk portfolio. It begins with the identical underlying portfolio found in our Aggressive portfolio and applies leverage of 35% which serves to maximise expected returns and has significant downside risk.
Target return
+10.85% p.a.*
*This figure is indicative. Past performance may not be indicative of future returns.
Performance Since Inception
Performance since inception
as at 30 June 2019^
+5.41%
Conservative
+16.25%
Balanced
+25.33%
Aggressive
+34.20%
Aggressive Plus
^Performance figures are net of fees. Past performance may not be indicative of future results. Any investment with CONNECT is subject to market fluctuations and there can be no assurance that an investment will return its value or that appreciation will occur. The data presented above is for a specified period and past performance may be obtained upon request. Conservative, Balanced and Aggressive portfolios were launched on 4 November 2016, and the Aggressive Plus portfolio on 10 November 2017.
Enabling you to achieve your financial goals
at every stage of your wealth journey
Get in Touch
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