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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 - 204 KB
BFI (Lux) - BFI Activ (CHF) R pdf - 252 KB BFI (Lux) - BFI Activ (EUR) R pdf - 255 KB BFI (Lux) - BFI Progress (CHF) R pdf - 259 KB BFI (Lux) - BFI Progress (EUR) R pdf - 358 KB BFI (Lux) - BFI Dynamic (CHF) R pdf - 250 KB BFI (Lux) - BFI Dynamic (EUR) R pdf - 243 KB BFI (Lux) - BFI Dynamic Allocation 0-40 I-H CHF pdf - 259 KB BFI (Lux) - BFI Activ (CHF) N pdf - 268 KB BFI (Lux) - BFI Progress (CHF) N pdf - 265 KB BFI (Lux) - BFI Dynamic (CHF) N pdf - 317 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
BFI (Lux) - BFI Equity Fund (EUR) R pdf - 249 KB BFI (CH) - Equity World ESG Low Carbon N CHF Cap pdf - 166 KB BFI (CH) – Equity Switzerland Corporate Governance passive N CHF Cap pdf - 159 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 - 164 KB BFI (Lux) - BFI Systematic Dynamic R-H CHF pdf - 153 KB BFI (Lux) - BFI Systematic Dynamic R EUR pdf - 153 KB BFI (Lux) - BFI Systematic Conservative N-H CHF pdf - 143 KB BFI (Lux) - BFI Systematic Balanced N-H CHF pdf - 151 KB BFI (Lux) - BFI Systematic Dynamic N-H CHF pdf - 140 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
BAP - BVG-Mix 15 Plus R pdf - 309 KB BAP - BVG-Mix 25 Plus R pdf - 309 KB BAP - BVG-Mix 40 Plus R pdf - 371 KB BAP - BVG-Mix Dynamic Allocation 0-40 R pdf - 331 KB BAP - BVG-Mix Dynamic Allocation 0-80 pdf - 273 KB
BFI (Lux) - BFI Megatrends Select N CHF pdf - 171 KB BFI (Lux) - BFI Megatrends Select I CHF pdf - 170 KB BFI (Lux) - BFI Positive Impact Select N CHF pdf - 174 KB BFI (Lux) - BFI Positive Impact Select I CHF pdf - 171 KB BFI (Lux) - BFI Real Estate and Infrastructure Select N CHF pdf - 172 KB BFI (Lux) - BFI Real Estate and Infrastructure Select I CHF pdf - 172 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 - 166 KB BFI (CH) – Equity Switzerland Corporate Governance passive N CHF Cap pdf - 159 KB
Strategy funds BFI (Lux) - BFI Activ (CHF) N pdf - 268 KB BFI (Lux) - BFI Progress (CHF) N pdf - 265 KB BFI (Lux) - BFI Dynamic (CHF) N pdf - 317 KB
Systematic funds BFI (Lux) - BFI Systematic Conservative N-H CHF pdf - 143 KB BFI (Lux) - BFI Systematic Balanced N-H CHF pdf - 151 KB BFI (Lux) - BFI Systematic Dynamic N-H CHF pdf - 140 KB
Thematic funds BFI (Lux) - BFI Megatrends Select N CHF pdf - 174 KB BFI (Lux) - BFI Positive Impact Select N CHF pdf - 177 KB BFI (Lux) - BFI Real Estate and Infrastructure Select N CHF pdf - 176 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 - 159 KB BFI (CH) - Equity World ESG Low Carbon N CHF Cap pdf - 166 KB
Strategy funds BFI (Lux) - BFI Activ (CHF) R pdf - 255 KB BFI (Lux) - BFI Progress (CHF) R pdf - 263 KB BFI (Lux) - BFI Dynamic (CHF) R pdf - 254 KB BFI (Lux) - BFI Dynamic Allocation 0-40 I-H CHF pdf - 259 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 - 155 KB
Thematic funds BFI (Lux) - BFI Megatrends Select I CHF pdf - 174 KB BFI (Lux) - BFI Positive Impact Select I CHF pdf - 175 KB BFI (Lux) - BFI Real Estate and Infrastructure Select I CHF pdf - 176 KB
Real Estate 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 (CH) - Global Bonds CHF Optimized N-H CHF Dis pdf - 93 KB BFI (CH) - Swiss Franc Bonds Optimized N CHF Cap pdf - 93 KB
BFI (Lux) - BFI Activ (CHF) R pdf - 57 KB BFI (Lux) - BFI Activ (EUR) R pdf - 57 KB BFI (Lux) - BFI Progress (CHF) R pdf - 56 KB BFI (Lux) - BFI Progress (EUR) R pdf - 56 KB BFI (Lux) - BFI Dynamic (CHF) R pdf - 57 KB BFI (Lux) - BFI Dynamic (EUR) R pdf - 57 KB BFI (Lux) - BFI Dynamic Allocation 0-40 I CHF pdf - 59 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 - 56 KB BFI (CH) - Equity World ESG Low Carbon N CHF Cap pdf - 93 KB BFI (CH) - Equity Switzerland Corporate Governance passive N CHF Cap pdf - 92 KB
BFI (Lux) - BFI Systematic Conservative R-H CHF pdf - 56 KB BFI (Lux) - BFI Systematic Conservative R EUR pdf - 56 KB BFI (Lux) - BFI Systematic Balanced R-H CHF pdf - 56 KB BFI (Lux) - BFI Systematic Balanced R EUR pdf - 56 KB BFI (Lux) - BFI Systematic Dynamic R-H CHF pdf - 56 KB BFI (Lux) - BFI Systematic Dynamic R EUR pdf - 56 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 - 56 KB BFI (Lux) - BFI Megatrends Select I CHF pdf - 56 KB BFI (Lux) - BFI Megatrends Select N EUR pdf - 56 KB BFI (Lux) - BFI Positive Impact Select N CHF pdf - 56 KB BFI (Lux) - BFI Positive Impact Select I CHF pdf - 56 KB BFI (Lux) - BFI Positive Impact Select N EUR pdf - 56 KB BFI (Lux) - BFI Real Estate and Infrastructure Select N CHF pdf - 56 KB BFI (Lux) - BFI Real Estate and Infrastructure Select I CHF pdf - 56 KB BFI (Lux) - BFI Real Estate and Infrastructure Select N EUR pdf - 56 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
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