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Bond funds BFI (CH) - Swiss Franc Bonds Optimized For the cautious investor
Private investor

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Defensive expert
BFI (CH) - Swiss Franc Bonds Optimized

Although you value stability, you are prepared to accept minor fluctuations in performance in order to increase the returns on your assets.

  • The «Baloise Fund Invest (CH) - Swiss Franc Bonds Optimized» fund invests worldwide in CHF investment-grade bonds and offers an attractive risk-return profile.
  • The selection of bonds is based on the benchmark Swiss Bond Index Total AAA-BBB.
  • The focus lies on liquid, high-quality government and corporate bonds. 
  • The active and rule-based investment approach aims for the most attractive market segments and optimizes the expected total return (Expected Total Return, ETR) while adhering to risk requirements.
  • Fund currency: Swiss francs
  • Designed with cautious investors in mind.
Downloads
Factsheets (in German) BFI (CH) - Swiss Franc Bonds Optimized N CHF Cap pdf - 180 KB
Key information document (in German) BFI (CH) - Swiss Franc Bonds Optimized N CHF Cap pdf - 93 KB
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