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Customer service
24-hour hotline 00800 24 800 800
From outside Switzerland: +41 58 285 28 28
Contact & Services
Private customers myBaloise E-Banking Link öffnet in einem neuen Tab My Account Logout
00800 24 800 800 DE EN FR IT
Investment funds Equity funds

Equity funds for every investor

Private investor

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Participate in market trends with a broadly diversified portfolio
Overview of equity funds

Participate in market trends with our range of broadly diversified investments: Equity funds invest heavily in the shares of companies of varying size, nationality and sector.

Characteristics

Equity funds invest a globally diversified portfolio of shares in companies of varying size, nationality and sector. Equity funds are geared towards capital growth and at least two thirds of their assets are invested in equities. In addition, some of the fund assets may be invested in liquid assets.

Opportunities

With equity funds, you can exploit the broad diversity of opportunities presented by the market. You participate directly in the upside potential of assets with outstanding prospects. An investment in an equity fund gives you excellent prospects for healthy returns in the long term.

 

Risks

Equity funds are subject to fluctuations in value as a result of market risks. These include, in particular, equity risks and interest-rate risks. As some of the investments are made in local currencies, currency risk must also be factored into the equation. Equity funds can be prone to comparatively hefty fluctuations in performance.

Equity funds for every investor

Investing in a fund is like playing a game of soccer: your top striker scores the goals while the equity fund exploits the long-term opportunities for returns.

for the growth-oriented investor: BFI InterStock

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for the growth-oriented investor: BFI Equity Fund

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Systematic Funds
Strategy funds

Due to maintenance work, some systems will not be accessible on Saturday, 12/10/2022. Thank you for your understanding.