Portfolio Performance

Get our latest Market Insights

Market Leading Performance

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 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%

Performance Report 2017

Strong Performance & Track Record



Year-to-Date Performance 2018

Benchmark July 31
Aggressive Plus +3.62% -0.52%
Aggressive +2.79% -0.40%
Balanced +1.73% -1.39%
Conservative +0.84% -1.92%

Performance figures are net of fees. Benchmark figures have been adjusted to allow for net of fees comparison. 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. In addition, there is no assurance that past outperformance is indicative of future matching or outperformance against benchmarks. The data presented above is for a specified period and past performance may be obtained upon request.

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.