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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 - 148 KB
BFI (Lux) - BFI Activ (CHF) R pdf - 203 KB BFI (Lux) - BFI Activ (EUR) R pdf - 214 KB BFI (Lux) - BFI Progress (CHF) R pdf - 211 KB BFI (Lux) - BFI Progress (EUR) R pdf - 206 KB BFI (Lux) - BFI Dynamic (CHF) R pdf - 203 KB BFI (Lux) - BFI Dynamic (EUR) R pdf - 211 KB BFI (Lux) - BFI Dynamic Allocation 0-40 I-H CHF pdf - 209 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 Equity Fund (EUR) R pdf - 200 KB BFI (CH) - Equity World ESG Low Carbon N CHF Cap pdf - 135 KB BFI (CH) – Equity Switzerland Corporate Governance passive N CHF Cap pdf - 130 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 - 156 KB BFI (Lux) - BFI Systematic Conservative R EUR pdf - 156 KB BFI (Lux) - Systematic Balanced R-H CHF pdf - 163 KB BFI (Lux) - Systematic Balanced R EUR pdf - 163 KB BFI (Lux) - BFI Systematic Dynamic R-H CHF pdf - 153 KB BFI (Lux) - BFI Systematic Dynamic R EUR pdf - 153 KB
BAP - BVG-Mix 15 Plus R pdf - 122 KB BAP - BVG-Mix 25 Plus R pdf - 119 KB BAP - BVG-Mix 40 Plus R pdf - 132 KB BAP - BVG-Mix Dynamic Allocation 0-40 R pdf - 117 KB BAP - BVG-Mix Dynamic Allocation 0-80 pdf - 110 KB
BFI (Lux) - BFI Megatrends Select N CHF pdf - 122 KB BFI (Lux) - BFI Megatrends Select I CHF pdf - 122 KB BFI (Lux) - BFI Positive Impact Select N CHF pdf - 123 KB BFI (Lux) - BFI Positive Impact Select I CHF pdf - 123 KB BFI (Lux) - BFI Real Estate and Infrastructure Select N CHF pdf - 125 KB BFI (Lux) - BFI Real Estate and Infrastructure Select I CHF pdf - 125 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 - 135 KB BFI (CH) – Equity Switzerland Corporate Governance passive N CHF Cap pdf - 130 KB
Strategy funds BFI (Lux) - BFI Activ (CHF) N pdf - 221 KB BFI (Lux) - BFI Progress (CHF) N pdf - 224 KB BFI (Lux) - BFI Dynamic (CHF) N pdf - 223 KB
Systematic funds BFI (Lux) - BFI Systematic Conservative N-H CHF pdf - 158 KB BFI (Lux) - BFI Systematic Balanced N-H CHF pdf - 166 KB BFI (Lux) - BFI Systematic Dynamic N-H CHF pdf - 156 KB
Thematic funds BFI (Lux) - BFI Megatrends Select N CHF pdf - 125 KB BFI (Lux) - BFI Positive Impact Select N CHF pdf - 126 KB BFI (Lux) - BFI Real Estate and Infrastructure Select N CHF pdf - 129 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 (CH) – Equity Switzerland Corporate Governance passive N CHF Cap pdf - 130 KB BFI (CH) - Equity World ESG Low Carbon N CHF Cap pdf - 135 KB
Strategy funds BFI (Lux) - BFI Activ (CHF) R pdf - 207 KB BFI (Lux) - BFI Progress (CHF) R pdf - 215 KB BFI (Lux) - BFI Dynamic (CHF) R pdf - 207 KB BFI (Lux) - BFI Dynamic Allocation 0-40 I-H CHF pdf - 209 KB
Systematic funds BFI (Lux) - BFI Systematic Conservative R-H CHF pdf - 159 KB BFI (Lux) - BFI Systematic Balanced R-H CHF pdf - 166 KB BFI (Lux) - BFI Systematic Dynamic R-H CHF pdf - 156 KB
Thematic funds BFI (Lux) - BFI Megatrends Select I CHF pdf - 125 KB BFI (Lux) - BFI Positive Impact Select I CHF pdf - 126 KB BFI (Lux) - BFI Real Estate and Infrastructure Select I CHF pdf - 129 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 - 93 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 - 92 KB BFI (CH) - Equity Switzerland Corporate Governance passive N CHF Cap pdf - 92 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 BFI (Lux) - Rechtsprospekt pdf - 11 MB Halbjahresbericht 2022 - Baloise Fund Invest (Lux) pdf - 1 MB Steuerwerte BFI-Fonds für die Schweiz per 31.12.2022 pdf - 7 KB