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Invest & Provision Downloads
Downloads

We want you to be well received when investing and making provisions for the future and therefore offer you comprehensive information.
Factsheets
BFI (Lux) - BFI Global Bonds EUR Optimized R EUR pdf - 470 KB
BFI (Lux) - BFI Activ (CHF) R pdf - 101 KB BFI (Lux) - BFI Activ (EUR) R pdf - 102 KB BFI (Lux) - BFI Progress (CHF) R pdf - 97 KB BFI (Lux) - BFI Progress (EUR) R pdf - 101 KB BFI (Lux) - BFI Dynamic (CHF) R pdf - 99 KB BFI (Lux) - BFI Dynamic (EUR) R pdf - 104 KB BFI (Lux) - BFI Dynamic Allocation 0-40 I-H CHF pdf - 103 KB

I unit class: investment variant for unit-linked life insurance policies Baloise Switzerland; open to institutional investors in accordance with the fund prospectus; minimum investment (first time) CHF 250 000
BFI (Lux) - BFI Inter Stock (CHF) R pdf - 95 KB BFI (Lux) - BFI Equity Fund (EUR) R pdf - 108 KB BFI (CH) - Equity World ESG Low Carbon N CHF Cap pdf - 133 KB BFI (CH) – Equity Switzerland Corporate Governance passive N CHF Cap pdf - 114 KB

N CHF: Open to customers of Baloise Bank AG, Solothurn and other investors in accordance with the fund prospectus.
BFI (Lux) - BFI Systematic Conservative R-H CHF pdf - 118 KB BFI (Lux) - BFI Systematic Conservative R EUR pdf - 118 KB BFI (Lux) - Systematic Balanced R-H CHF pdf - 117 KB BFI (Lux) - Systematic Balanced R EUR pdf - 116 KB BFI (Lux) - BFI Systematic Dynamic R-H CHF pdf - 114 KB BFI (Lux) - BFI Systematic Dynamic R EUR pdf - 114 KB
BAP - BVG-Mix 15 Plus R pdf - 121 KB BAP - BVG-Mix 25 Plus R pdf - 118 KB BAP - BVG-Mix 40 Plus R pdf - 131 KB BAP - BVG-Mix Dynamic Allocation 0-40 R pdf - 116 KB BAP - BVG-Mix Dynamic Allocation 0-80 pdf - 110 KB
BFI (Lux) - BFI Megatrends Select N CHF pdf - 110 KB BFI (Lux) - BFI Megatrends Select I CHF pdf - 110 KB BFI (Lux) - BFI Positive Impact Select N CHF pdf - 110 KB BFI (Lux) - BFI Positive Impact Select I CHF pdf - 110 KB BFI (Lux) - BFI Real Estate and Infrastructure Select N CHF pdf - 111 KB BFI (Lux) - BFI Real Estate and Infrastructure Select I CHF pdf - 111 KB

N CHF: Open to customers of Baloise Bank AG, Solothurn and other investors in accordance with the fund prospectus.
I CHF: Investment variant for unit-linked life insurance Baloise Switzerland;
open to institutional investors in accordance with the fund prospectus; minimum investment (initial) CHF 250,000
Bond funds BFI (CH) - Equity World ESG Low Carbon N CHF Cap pdf - 133 KB BFI (CH) – Equity Switzerland Corporate Governance passive N CHF Cap pdf - 114 KB
Strategy funds BFI (Lux) - BFI Activ (CHF) N pdf - 279 KB BFI (Lux) - BFI Progress (CHF) N pdf - 175 KB BFI (Lux) - BFI Dynamic (CHF) N pdf - 176 KB
Systematic funds BFI (Lux) - BFI Systematic Conservative N-H CHF pdf - 173 KB BFI (Lux) - BFI Systematic Balanced N-H CHF pdf - 171 KB BFI (Lux) - BFI Systematic Dynamic N-H CHF pdf - 186 KB
Thematic funds BFI (Lux) - BFI Megatrends Select N CHF pdf - 112 KB BFI (Lux) - BFI Positive Impact Select N CHF pdf - 112 KB BFI (Lux) - BFI Real Estate and Infrastructure Select N CHF pdf - 113 KB

N CHF: Open to customers of Baloise Bank Ltd, Solothurn and to other investors in accordance with the fund prospectus
I CHF: Investment variant for unit-linked life insurance Baloise Switzerland;
Open to institutional investors in accordance with the fund prospectus; minimum investment (first time) CHF 250,000
IMPORTANT: Some factsheets are not yet available. However, these will be made available at a later date.
Bond funds BFI (Lux) - BFI Inter Stock (CHF) R pdf - 99 KB BFI (CH) – Equity Switzerland Corporate Governance passive N CHF Cap pdf - 114 KB BFI (CH) - Equity World ESG Low Carbon N CHF Cap pdf - 133 KB
Strategy funds BFI (Lux) - BFI Activ (CHF) R pdf - 104 KB BFI (Lux) - BFI Progress (CHF) R pdf - 101 KB BFI (Lux) - BFI Dynamic (CHF) R pdf - 103 KB BFI (Lux) - BFI Dynamic Allocation 0-40 I-H CHF pdf - 103 KB
Systematic funds BFI (Lux) - BFI Systematic Conservative R-H CHF pdf - 121 KB BFI (Lux) - BFI Systematic Balanced R-H CHF pdf - 120 KB BFI (Lux) - BFI Systematic Dynamic R-H CHF pdf - 117 KB
Thematic funds BFI (Lux) - BFI Megatrends Select I CHF pdf - 112 KB BFI (Lux) - BFI Positive Impact Select I CHF pdf - 112 KB BFI (Lux) - BFI Real Estate and Infrastructure Select I CHF pdf - 113 KB
Real Estate fund Baloise Swiss Property Fund

I CHF: Investment variant for unit-linked life insurance Baloise Switzerland;
Open to institutional investors in accordance with the fund prospectus; minimum investment (first time) CHF 250,000
IMPORTANT: Some factsheets are not yet available. However, these will be made available at a later date.
Legal publications (only available in German)
BFI (Lux) - BFI Global Bonds EUR Optimized R pdf - 60 KB BFI (CH) - Swiss Franc Bonds Optimized N CHF Cap pdf - 92 KB
BFI (Lux) - BFI Activ (CHF) R pdf - 60 KB BFI (Lux) - BFI Activ (EUR) R pdf - 60 KB BFI (Lux) - BFI Progress (CHF) R pdf - 59 KB BFI (Lux) - BFI Progress (EUR) R pdf - 60 KB BFI (Lux) - BFI Dynamic (CHF) R pdf - 61 KB BFI (Lux) - BFI Dynamic (EUR) R pdf - 61 KB BFI (Lux) - BFI Dynamic Allocation 0-40 I CHF pdf - 62 KB

I unit class: investment variant for unit-linked life insurance policies Baloise Switzerland; open to institutional investors in accordance with the fund prospectus; minimum investment (first time) CHF 250 000
BFI (Lux) - BFI Inter Stock (CHF) R pdf - 58 KB BFI (Lux) - BFI Equity Fund (EUR) R pdf - 59 KB BFI (CH) - Equity World ESG Low Carbon N CHF Cap pdf - 79 KB BFI (CH) - Equity Switzerland Corporate Governance passive N CHF Cap pdf - 93 KB
BFI (Lux) - BFI Systematic Conservative R-H CHF pdf - 60 KB BFI (Lux) - BFI Systematic Conservative R EUR pdf - 60 KB BFI (Lux) - BFI Systematic Balanced R-H CHF pdf - 60 KB BFI (Lux) - BFI Systematic Balanced R EUR pdf - 60 KB BFI (Lux) - BFI Systematic Dynamic R-H CHF pdf - 60 KB BFI (Lux) - BFI Systematic Dynamic R EUR pdf - 60 KB

N CHF: Open to customers of Baloise Bank AG, Solothurn and other investors in accordance with the fund prospectus.
I CHF: Investment variant for unit-linked life insurance Baloise Switzerland;
open to institutional investors in accordance with the fund prospectus; minimum investment (initial) CHF 300,000
BFI (Lux) - BFI Megatrends Select N CHF pdf - 59 KB BFI (Lux) - BFI Megatrends Select I CHF pdf - 59 KB BFI (Lux) - BFI Megatrends Select N EUR pdf - 59 KB BFI (Lux) - BFI Positive Impact Select N CHF pdf - 60 KB BFI (Lux) - BFI Positive Impact Select I CHF pdf - 60 KB BFI (Lux) - BFI Positive Impact Select N EUR pdf - 60 KB BFI (Lux) - BFI Real Estate and Infrastructure Select N CHF pdf - 60 KB BFI (Lux) - BFI Real Estate and Infrastructure Select I CHF pdf - 60 KB BFI (Lux) - BFI Real Estate and Infrastructure Select N EUR pdf - 60 KB

N CHF: Open to customers of Baloise Bank AG, Solothurn and other investors in accordance with the fund prospectus.
I CHF: Investment variant for unit-linked life insurance Baloise Switzerland;
open to institutional investors in accordance with the fund prospectus; minimum investment (initial) CHF 250,000
Statuten pdf - 119 KB Rechtsprospekt - Baloise Fund Invest (Lux) pdf - 10 MB Halbjahresbericht 2022 - Baloise Fund Invest (Lux) pdf - 1 MB Steuerwerte BFI-Fonds für die Schweiz per 31.12.2022 pdf - 7 KB
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