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Investment funds Thematic funds

Investment themes with a clear profile and high long-term potential

Private investor

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Three themes for future-oriented investments

Baloise believes that there are investment themes with a clear profile and considerable long-term potential over the next few years, which is why it has created the Baloise thematic funds. They allow investors to benefit from access to promising areas of investment. As funds of funds, the Baloise thematic funds invest in promising and high-quality investment funds across the globe. These target funds are selected by the  Asset Management of Baloise, one of Switzerland’s 20 largest asset managers, based on an in-house fund selection process that is standardised throughout the Group. The aim is to invest in the best target funds.

Fund selection based on the “funnel principle”*

The Baloise thematic funds allow you to invest in funds of funds. They comprise an attractive range of target funds focusing on certain themes that have been selected as part of a stringent selection process. The selection of the target funds plays a key role in the investment’s success. At the Asset Management of Baloise, the selection process is based on the tried-and-tested “funnel principle”:

* In the case of the BFI Positive Impact Select theme fund, the fund selection is carried out as listed in the product description on the corresponding page.
* In the case of the BFI Positive Impact Select theme fund, the fund selection is carried out as listed in the product description on the corresponding page.
  1. Fund universe: Definition of the investment category that is to be analysed (e.g. global equities) and definition of the eligible fund candidates based on the Lipper database, which comprises more than 20,000 investment funds.

  2. Exclusion criteria: Pre-defined exclusion criteria, e.g. minimum fund volume, ensure that only high-quality funds are included in the analysis.

  3. Quantitative analysis: Around 30 criteria relating to key risk/return figures are defined for each fund before being analysed, weighted and evaluated based on a tried-and-tested system. The result of this process is a clear ranking of the funds analysed.

  4. Sustainable investment: The target funds are selected based on the requirements set out in the Baloise Responsible Investment Policy (RI Policy).

  5. Qualitative analysis: The funds that are now at the top of the ranking are subjected to a detailed review. The due diligence check looks at the investment process, portfolio management and risk control, for example.

Fund selection list: The selection process based on the funnel principle produces the fund selection list, which forms the basis for the composition of the individual Baloise thematic funds.

The fund composition is checked on a monthly basis and adjusted to reflect the market conditions if need be.

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