Strategy funds for every investor
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Strategy funds are bespoke investment solutions tailored to your personal investment strategy. Thanks to broad diversification across various investment categories, they are a solid foundation upon which to accumulate assets.
Experienced fund managers look after the strategy funds and systematically weigh up the inherent risks and opportunities. Despite all the tactical manoeuvring, our portfolio managers always keep their eye on the twin factors of security and capital preservation for your assets. As such, your assets are always positioned correctly.
Strategy funds aim to achieve balanced risk diversification in geographical and economic terms, while maintaining optimal liquidity. As such, these investment funds are perfectly placed to exploit opportunities in the equity markets selectively.
Our strategy funds have an excellent track record and regularly achieve top rankings in comparisons with competitor products. In this way, you profit from tried-and-tested investment solutions with attractive prospects for returns.
The Lipper Fund Awards are presented annually to funds and asset managers that deliver above-average performance and provide consistently strong, risk-adjusted performance.
Strategy funds managed by Baloise Asset Management have been recognised for the fourth year in a row. The BFI Activ (CHF) R strategy fund came out on top against 57 well-known funds to win the Lipper Fund Award in the “Mixed Asset CHF Conservative” category for Switzerland as the leading performer in its peer group over five years. This fund also won three awards in the same category for Europe due to its very good performance over three, five and ten years. In Germany, the fund was recognised with two awards for its very good performance over three and five years.
The BFI Progress (CHF) fund won two awards each for Germany and Europe in the “Mixed Asset CHF Balanced” category for its risk-adjusted performance in the past three and five years. In the “Mixed Asset CHF Aggressive” category, the BFI Dynamic (CHF) R fund took home two awards for Europe for its good performance over the past three and five years.
Investing in strategy funds is a bit like a game of soccer. Success relies on having the best players in the right positions on the field. Just as a soccer team has three different parts, our strategy funds let you choose between three different types of player: a defensive expert, a midfield strategist, and a top striker.