00800 24 800 800 DE EN FR IT
Customer service
24-hour hotline 00800 24 800 800
From outside Switzerland: +41 58 285 28 28
Contact & Services
Private customers myBaloise E-Banking Link öffnet in einem neuen Tab My Account Logout
Customer service
24-hour hotline 00800 24 800 800
From outside Switzerland: +41 58 285 28 28
Contact & Services
Private customers myBaloise E-Banking Link öffnet in einem neuen Tab My Account Logout
00800 24 800 800 DE EN FR IT
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) - SwissfrancBond (CHF) R pdf - 93 KB BFI (Lux) - Global Bonds EUR Optimized R pdf - 459 KB
BFI (Lux) - Activ (CHF) R pdf - 92 KB BFI (Lux) - Activ (EUR) R pdf - 93 KB BFI (Lux) - Progress (CHF) R pdf - 94 KB BFI (Lux) - Progress (EUR) R pdf - 92 KB BFI (Lux) - Dynamic (CHF) R pdf - 90 KB BFI (Lux) - Dynamic (EUR) R pdf - 95 KB BFI (Lux) - Dynamic Allocation 0-40 (CHF) IH pdf - 93 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) - InterStock (CHF) R pdf - 94 KB BFI (Lux) - Equity Fund (EUR) R pdf - 98 KB BFI (Lux) - Systematic Flex Equity R (CHF) pdf - 278 KB BFI (Lux) - Systematic Flex Equity R (EUR) pdf - 278 KB
BFI (Lux) - Systematic Conservative (CHF) R pdf - 104 KB BFI (Lux) - Systematic Conservative (EUR) R pdf - 104 KB BFI (Lux) - Systematic Balanced (CHF) R pdf - 106 KB BFI (Lux) - Systematic Balanced (EUR) R pdf - 106 KB BFI (Lux) - Systematic Dynamic (CHF) R pdf - 105 KB BFI (Lux) - Systematic Dynamic (EUR) R pdf - 105 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 - 119 KB BAP - BVG-Mix Dynamic Allocation 0-80 pdf - 111 KB
BFI (Lux) - Megatrends Select N (CHF) pdf - 411 KB BFI (Lux) - Megatrends Select I (CHF) pdf - 410 KB BFI (Lux) - Positive Impact Select N (CHF) pdf - 438 KB BFI (Lux) - Positive Impact Select I (CHF) pdf - 438 KB BFI (Lux) - Real Estate & Infrastructure Select N (CHF) pdf - 411 KB BFI (Lux) - Real Estate & Infrastructure Select I (CHF) pdf - 411 KB

N CHF: Open to customers of Baloise Bank SoBa 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

Legal publications (only available in German)
BFI (Lux) - Megatrends Select N (CHF) pdf - 50 KB BFI (Lux) - Megatrends Select I (CHF) pdf - 50 KB BFI (Lux) - Megatrends Select N (EUR) pdf - 50 KB BFI (Lux) - Positive Impact Select N (CHF) pdf - 51 KB BFI (Lux) - Positive Impact Select I (CHF) pdf - 51 KB BFI (Lux) - Positive Impact Select N (EUR) pdf - 51 KB BFI (Lux) - Real Estate And Infrastructure Select N (CHF) pdf - 50 KB BFI (Lux) - Real Estate And Infrastructure Select I (CHF) pdf - 50 KB BFI (Lux) - Real Estate And Infrastructure Select N (EUR) pdf - 50 KB
BFI (Lux) - Activ (CHF) R pdf - 95 KB BFI (Lux) - Activ (EUR) R pdf - 128 KB BFI (Lux) - Progress (CHF) R pdf - 95 KB BFI (Lux) - Progress (EUR) R pdf - 106 KB BFI (Lux) - Dynamic (CHF) R pdf - 128 KB BFI (Lux) - Dynamic (EUR) R pdf - 117 KB BFI (Lux) - BFI Dynamic Allocation 0-40 I CHF pdf - 51 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) - InterStock (CHF) R pdf - 128 KB BFI (Lux) - Equity Fund (EUR) R pdf - 128 KB BFI (Lux) - Systematic Flex Equity (CHF) R pdf - 107 KB BFI (Lux) - Systematic Flex Equity (EUR) R pdf - 107 KB
BFI (Lux) Systematic Conservative (CHF) R pdf - 86 KB BFI (Lux) Systematic Conservative (EUR) R pdf - 86 KB BFI (Lux) Systematic Balanced (CHF) R pdf - 97 KB BFI (Lux) Systematic Balanced (EUR) R pdf - 97 KB BFI (Lux) Systematic Dynamic (CHF) R pdf - 97 KB BFI (Lux) Systematic Dynamic (EUR) R pdf - 97 KB

N CHF: Open to customers of Baloise Bank SoBa 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) - Megatrends Select N (CHF) pdf - 50 KB BFI (Lux) - Megatrends Select I (CHF) pdf - 50 KB BFI (Lux) - Megatrends Select N (EUR) pdf - 50 KB BFI (Lux) - Positive Impact Select N (CHF) pdf - 51 KB BFI (Lux) - Positive Impact Select I (CHF) pdf - 51 KB BFI (Lux) - Positive Impact Select N (EUR) pdf - 51 KB BFI (Lux) - Real Estate And Infrastructure Select N (CHF) pdf - 50 KB BFI (Lux) - Real Estate And Infrastructure Select I (CHF) pdf - 50 KB BFI (Lux) - Real Estate And Infrastructure Select N (EUR) pdf - 50 KB

N CHF: Open to customers of Baloise Bank SoBa 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

Statuten pdf - 236 KB Jahresbericht 2021 - geprüfter Jahresbericht per 31.12.2021 pdf - 1 MB Rechtsprospekt - Baloise Fund Invest (Lux) pdf - 1 MB Halbjahresbericht 2021 pdf - 1 MB Steuerwerte BFI-Fonds für die Schweiz per 31.12.2021 pdf - 6 KB