-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, V8/t/MTZnbGARoIRaUTF6HJGM72GoP2LiIENw0wI+C9zYOdfid3ddFRAPYQNjSmn H8XZLVySVUrqCwqQb08FEA== 0000897436-07-000204.txt : 20070402 0000897436-07-000204.hdr.sgml : 20070402 20070402141932 ACCESSION NUMBER: 0000897436-07-000204 CONFORMED SUBMISSION TYPE: DEFA14A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20070402 DATE AS OF CHANGE: 20070402 EFFECTIVENESS DATE: 20070402 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JULIUS BAER INVESTMENT FUNDS CENTRAL INDEX KEY: 0000887210 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1031 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-06652 FILM NUMBER: 07737700 BUSINESS ADDRESS: STREET 1: 330 MADISON AVE STREET 2: C/O JULIUS BAER INVESTMENT MGT INC CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 2122973600 MAIL ADDRESS: STREET 1: 330 MADISON AVENUE CITY: NEW YORK STATE: NY ZIP: 10017 FORMER COMPANY: FORMER CONFORMED NAME: BJB INVESTMENT FUNDS DATE OF NAME CHANGE: 19931005 FORMER COMPANY: FORMER CONFORMED NAME: BJB GLOBAL INCOME FUND DATE OF NAME CHANGE: 19920929 0000887210 S000006117 Julius Baer International Equity Fund C000016836 Class A BJBIX C000016837 Class I JIEIX DEFA14A 1 jbiefdefa14a_2007-0402.htm JULIUS BAER INTERNATIONAL EQUITY FUND DEFA14A FILED 2007-0402 Julius Baer International Equity Fund DEFA14A filed 2007-0402
SCHEDULE 14A INFORMATION
 
Proxy Statement Pursuant to Section 14(a) of the Securities
 
Exchange Act of 1934
 
 
Filed by the Registrant    X   
Filed by a Party other than the Registrant       ______
Check the appropriate box:               _____
 
___   Preliminary Proxy Statement                               Confidential, for Use of
     the Commission Only
     (as permitted by
     Rule 14a-6(e)(2))
 
   Definitive Proxy Statement
X        Definitive additional materials
   Soliciting material pursuant to Section 240.14a-11(c) or Section 240.14a-12
 
Julius Baer Investment Funds
 
(Name of Registrant/s as Specified in Its Charter)
 
(Name of Person(s) Filing Proxy Statement, if other than the Registrant)
 
Payment of filing fee (Check the appropriate box):
 
X     No fee required.
 
Fee computed on table below per Exchange Act Rules 14a-6(i)(4) and 0-11.
 
(1) Title of each class of securities to which transaction applies:

(2) Aggregate number of securities to which transaction applies:

(3)
 ____
Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (Set forth the amount on which the filing fee is calculated and state how it was determined):

(4) Proposed maximum aggregate value of transaction:

(5) Total fee paid:

 ____
Fee paid previously with preliminary materials.

 
 
 ____
Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing.
 
(1) Amount Previously Paid:

(2) Form, Schedule or Registration Statement No.:

(3) Filing Party:

(4) Date Filed:
 
 

 

 

 

 
(JULIUS BAER LETTERHEAD)
 












 
Dear Shareholder:
 
Recently, you should have received information regarding the Special Meeting of Shareholders of the Julius Baer International Equity Fund (the “Fund”) scheduled for May 4, 2007. The proxy materials in the package asked you to vote on important proposals affecting your investment in the Fund.
 
THE BOARD OF TRUSTEES HAS CONCLUDED THAT THE PROPOSALS ARE IN THE BEST INTERESTS OF THE FUND AND UNANIMOUSLY RECOMMENDS THAT YOU VOTE “FOR” THE PROPOSALS.
 
We have not received your vote. Please review the Proxy Statement you initially received and vote today by one of the methods listed below. If you were a Shareholder of the Fund as of March 8, 2007, even if you have recently redeemed your shares, your vote right now is important to the Fund.
 
How can I easily vote my shares today?
 
·  
Log on to the Internet site shown on your proxy card(s) and follow the on-screen instructions; or
 
·  
Dial the toll-free telephone number shown on your proxy card(s) and follow the recorded instructions; or
 
·  
Mark, sign, and mail the enclosed proxy card in the postage-paid envelope provided.
 
If you would like to vote directly with a representative or if you have any questions about the proposals or proxy materials, please call our proxy solicitation firm, D.F. King & Co., Inc., toll free at 1-800-628-8510.
 

 
 
YOUR VOTE IS IMPORTANT. PLEASE VOTE TODAY.
 
 

D.F. King & Co., Inc.
Telephone Script

Julius Baer Investments

Introduction

Hello, Mr./Ms. (Shareholder). My name is ___________, calling on behalf of Julius Baer Investment Management LLC to follow-up on a recent mailing of proxy materials. Have you received the materials for the Julius Baer International Equity Fund special shareholders meeting scheduled for May 4, 2007?

If the shareholder states they just received the proxy in the mail and is concerned by the lack of time between the mailing and the call please state the following: We’re calling earlier than we normally would as summer schedules, including vacations, tend to make it difficult to reach shareholders in a timely manner. We apologize for the inconvenience.

IF NO - Then help the shareholder obtain the material he/she requires. If a NOBO, give him/her the 800# and have them call back when they receive. If registered, we will send the materials directly. In either case, make sure the address is correct, make any necessary corrections, and code the disposition as “14” or “15”.

IF YES - The Board of Trustees is asking you to consider proposals which they have studied carefully and they recommend that you vote in favor of the proposals. For your convenience, I can record your vote over the telephone right now. Is that okay?

IF YES - Do you have any questions before we proceed?

Take time to answer all questions carefully. Do not give advice. Remind the shareholder that his/her Board Members have recommended that he/she vote in favor of the proposal. Most questions can be addressed by referring to the proxy statement and reading the appropriate sections.

Here is how we will proceed. The call will be recorded. I will ask you for your name, your address and ONLY the last 4 digits of your social security number (or Tax Identification Number if shares are registered to an entity). Finally, I will confirm that you have received the proxy materials and take your vote. You will be mailed a letter confirming your votes, which will tell you how to make any changes, if you wish. Are you ready?

IF NO - Do you have any questions that I may answer about this proxy for you?

Take time to answer all questions carefully. Do not give advice. Remind the shareholder that his/her Board Members have recommended that he/she vote in favor of the proposal. Most questions can be addressed by referring to the proxy statement and reading the appropriate sections

You can vote by signing and dating the proxy card you received, and returning it in the envelope provided. If you prefer, you can also vote by internet or touch-tone telephone by following the instructions in your mailing information. Are you sure that you wouldn’t prefer voting your shares right now over the phone?


Begin the Vote

First, I’ll reintroduce myself. My name is __________, calling from D.F. King & Co., Inc. on behalf of Julius Baer Investment Management LLC. Today’s date is __________ and the time is __________.

May I please have your full name? [If shareholder is an entity: May I please have your title? Can you confirm that you are authorized to direct the voting of these Julius Baer International Equity Fund shares?]

May I please have your address?

May I have the last 4 digits of your social security number? (If shareholder is an entity, ask for Tax Identification Number)

Input the last 4 digits of the SSN. You may not proceed without this information. If the shareholder refuses to give this information, explain that it is for security purposes only, to assure that only the proper person can vote his shares. However, if the shareholder continues to resist, you have no choice but to politely end the call.

Have you received the proxy materials?

If the shareholder answers “no” offer to take their name and address and mail the proxy statement.

Actual Voting

The Board of Trustees is asking you to consider proposals which it has studied carefully. The Board recommends that you vote in favor of each proposal. Would you like to vote in favor of the proposals as recommended by the Board?

If you are required to read the proposal individually, end each proposal by saying,“The Board recommends that you vote in favor. How would you like to vote?” The valid responses are

F = For proposal.
A = Against proposal.
B = Abstain.

Closing

I have recorded your votes. You have voted __________. Is that correct? As your voting agent I will execute a written proxy in accordance with your instructions and forward it on to the Fund. In the next 72 hours, we will mail you a letter by first class mail confirming your vote. If you wish to change your vote for any reason, please call us at the phone number listed in the letter. Thank you for your time.





Answering Machine Message


Hello, this message is regarding your investment in the Julius Baer International Equity Fund. You should have recently received proxy materials in the mail concerning the Special Shareholders Meeting to be held on May 4, 2007.

Your vote is important. Please sign, date and return the proxy card at your earliest convenience in the postage paid envelope provided.

If you prefer, you can also vote by Internet or touch-tone telephone by following the instructions included in the mailing information.

If you have any questions regarding the information that you are being asked to consider or need new proxy materials, please call our proxy solicitor D.F. King & Co., Inc. at 1-800-628-8510.

Thank you for your consideration.

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