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.