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Equity funds BFI Equity fund for the growth-oriented investor
Private investor

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BFI Equity Fund

You value capital growth and are looking at investments with long-term growth opportunities; you are thus prepared to accept major fluctuations in value for at least some of the time. 

  • The BFI Equity Fund invests at least two-thirds of its assets in equities issued by companies worldwide. The investments are made in a geographically and sectorally diversified portfolio, which is comprised of equities listed on regulated international markets or exchanges, primarily in Western Europe.
  • The choice of markets or stock exchanges is based, among other things, on the long-term upside potential. Securities from other countries, including emerging markets, can also be purchased if their economic development is considered promising.
  • The fund is managed with reference to the MSCI World ex Switzerland. This makes it possible to actively manage the risks, while capitalising on the opportunities for return.
  • Designed with growth-oriented investors in mind.
Downloads
Equity fund factsheets BFI (Lux) - BFI Equity Fund R CHF pdf - 194 KB BFI (Lux) - BFI Equity Fund N CHF pdf - 202 KB BFI (Lux) - BFI Equity Fund R EUR pdf - 202 KB
Key information documents (in German) BFI (Lux) - BFI Equity Fund R CHF pdf - 56 KB BFI (Lux) - BFI Equity Fund N CHF pdf - 55 KB BFI (Lux) - BFI Equity Fund R EUR pdf - 56 KB
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