Julius Baer International Limited


Website link: Julius Baer Check daily fund pricess

Downloads Menu


EFA Ursa Major Growth Portfolio Fund & Related Products

pdf Simplified Prospectus

Contents - This Simplified Prospectus document gives a summary of the EFA Ursa Major Growth Portfolio Fund. Issue date: October 2011.

pdf Key Features Document (ISA)

Contents - This document describes the Key Features and Terms & Conditions of the EFA Stocks and Shares ISA - linked to the EFA Ursa Major Growth Portfolio Fund. Issue date: April 2012.

pdf Fund Application Form

Contents - EFA Ursa Major Growth Portfolio Fund application form. Issue date: May 2008.

pdf ISA Application Form

Contents - EFA Ursa Major Growth Portfolio Fund Stocks & Shares ISA application form. Issue date: September 2009.

pdf ISA Transfer Form

Contents - EFA Ursa Major Growth Portfolio Fund Stocks & Shares ISA Transfer Form (Multiple). Issue date: May 2008.

pdf Direct Debit Mandate

Contents - Instructions to Bank or Building Society to pay by Direct Debit.

pdf Financial - Short Report

Contents - EFA Ursa Major Growth Portfolio Fund. Interim Short Report (unaudited) for the period from 1st July 2011 to 31st December 2011. Issue date: February 2012.

pdf Financial - Long Report

Contents - EFA Ursa Major Growth Portfolio Fund. Final Long Report and Audited Financial Statements for the accounting period 1st July 2009 to 30th April 2010. Issue date: September 2010.