Mutual Funds

Mutual Funds

Efficient Asset Management

Mutual Funds And Sponsored Funds

Listing on the Swiss Stock Exchange is an effective route to growth. Our financial marketplace boasts an extraordinarily high concentration of globally active providers of financial services and a diversified, financially potent investor base: of the CHF 6.3 trillion of assets under management in Switzerland, CHF 2.2 trillion are invested in funds.

You can list your mutual funds or admit sponsored funds for trading. With our first-rate services, efficient processes and personal support from our experts, we make sure that product issuers can successfully expand their distribution network and reach both institutional and private investors in Switzerland.

With respect to investment funds, no market making requirements apply. In order to guarantee liquidity the Swiss Stock Exchange dictates a minimum capitalisation of issue of CHF 100 mio. and a minimal availability to the market of 25%.

How You Will Benefit

Sponsored Funds: The Best of Both Worlds?

In the segment for Sponsored Funds, traditional investment funds are traded in a market-making segment. A sponsor acts as market maker and continuously quotes binding bid and ask prices.

With Sponsored Funds, you can offer your investors to enjoy all the benefits of regulated trading on our exchange. They can buy and sell investment funds just as easily as shares at any time, creating new opportunities to structure their portfolios and to manage them efficiently.

Funds in Focus

Looking for analyses on investment themes including concrete products? Read Julius Bär’s series of articles “funds in focus”.

About This Service

Take Your Pick

You can choose which funds you would like to admit to trading. They require to be approved by the Swiss Financial Market Supervisory Authority (FINMA) and authorized for sale in or from Switzerland. This guarantees that investors can be assured every product complies with Swiss investor protection rules.  

Sponsor a Fund

By becoming a sponsor to an actively managed mutual fund you will act as a market maker and provide continuous bid and ask prices. This means that investors can rely on mark-to-market valuations combined with maximum transparency and liquidity.

Efficient Admission Process

We have created an efficient and clearly structured process so that your selection of funds can be admitted to trading more quickly. As a sponsor you can complete the admission process in just five trading days.

High Levels of Transparency

We provide investors with extensive expertise and comprehensive information. You can view trading activity on our website at any time. During trading hours, an electronic order book is displayed for each fund. This allows investors to track buy and sell orders awaiting execution, as well as volumes (number of units or nominal value) for each price step.

Resources and Downloads

  • Trade Funds like Shares

    In our Sponsored Funds segment, investors are always kept in the picture: our high levels of transparency, continuous pricing by market makers and instant order execution in fund trading allow you to react even faster to market developments and to know immediately which price you achieved.

    Open document

A series of articles by Bank Julius Baer looks at topical investment themes in the Sponsored Funds trading segment of the Swiss Stock Exchange.
Published on a regular basis, the series of articles "Funds in Focus" will present different topical investment themes, including a list of Sponsored Funds that relate to the given theme. The team of authors consists of the fund specialists at Bank Julius Baer that handle the market making of traditional investment funds.

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