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Strategy funds
The right tactics in every situation
Risk/reward profile
Strategy funds for every investor
The right investment solution for every position
Investing in strategy funds is a bit like a game of soccer. Success relies on having the best players in the right positions on the field. Just as a soccer team has three different parts, our strategy funds let you choose between three different types of player: a defensive expert, a midfield strategist, and a top striker.
Strategyfunds in overview
Although you value stability and a high degree of security for your investments, you are also prepared to accept minor fluctuations in performance if this helps to increase the returns on your assets.
- The fund invests up to 40% of its assets in equities in order to exploit the opportunities presented by the equity market.
- The remaining shares are placed in secure investments, such as fixed-interest securities and bonds.
- Designed with cautious investors in mind.
N CHF: Open to customers of Baloise Bank AG, Solothurn and other investors in accordance with the fund prospectus.
All factsheets and basic information sheets for the funds with the different share classes are available on Fundinfo.
As well as appreciating a well-balanced investment, you consider opportunities for returns and continuity of earnings to be of equal importance and are prepared, therefore, to accept fluctuations in performance in order to increase the returns on your assets..
- BFI Progress invests worldwide in equities and bonds. The fund pursues a balanced strategy by investing worldwide in equities and fixed-income securities in roughly equal proportions.
- Equity allocation of up to 60%
- Designed with equitable investors in mind.
N CHF: Open to customers of Baloise Bank AG, Solothurn and other investors in accordance with the fund prospectus.
All factsheets and basic information sheets for the funds with the different share classes are available on Fundinfo.
You value capital growth and are looking for an investment with long-term opportunities for returns; you are thus prepared to accept major fluctuations in value for at least some of the time.
- The fund invests up to 90% of its assets in equities in order to exploit the opportunities presented by the equity market.
- The remaining fund assets are invested in bonds and other categories of investment.
- Designed with growth-oriented investors in mind.
N CHF: Open to customers of Baloise Bank AG, Solothurn and other investors in accordance with the fund prospectus.
All factsheets and basic information sheets for the funds with the different share classes are available on Fundinfo.
Latest awards
LSEG Lipper Fund Awards 2024
The Baloise Fund Invest (Lux) - BFI Activ (CHF) R triumphed against ten competitors in the “Mixed Asset CHF Conservative” category in Germany over three years. The winners of the LSEG Lipper Fund Awards are determined by LSEG Lipper based on objective, quantitative criteria using a specially developed method that places particular emphasis on consistent returns.
German Fund Award 2024
The Baloise Fund Invest (Lux) – BFI Progress (CHF) R has been awarded the German Fund Award 2024 in the category ‘Balanced Global Mixed Fund’. The Baloise fund received the rating ‘outstanding’ and is thus among the top 3 in this category out of 733 funds analysed.
Only funds with at least EUR 25 million in assets under management are considered. In addition, the funds evaluated must have a track record of at least five years.
The 30 funds in each category that have achieved the highest absolute performance in the past five years are analysed.
Further awards
2020: multiple Lipper awards received
BFI Activ (CHF) R strategy fund
For Switzerland: award for achieving the best performance in the peer group over five years in the “Mixed Asset CHF Conservative” category. For Europe: three awards in the same category for particularly strong performance over three, five and ten years. In Germany: two awards for particularly strong performance over three and five years.
BFI Progress (CHF) R strategy fund
For Europe and Germany: two awards for its risk-adjusted performance over the past three and five years in the “Mixed Asset CHF Balanced” category.
BFI Dynamic (CHF) R strategy fund
For Europe: two awards in the “Mixed Asset CHF Aggressive” category for its strong performance over the past three and five years.
Baloise Asset Management won four Lipper awards for the eurozone and Germany with two BFI strategy funds. The funds received the awards for their consistently excellent, risk-adjusted performance.
In the “Mixed Assets CHF Conservative” category, the BFI Activ (CHF) R took both the Europe Fund Award and the Germany Fund Award, in each case for the best performance over three years.
In the “Mixed Assets CHF Aggressive” category, the BFI Dynamic (CHF) R received the Europe Fund Award twice, for the best performance over three years and five years, respectively, which highlights the portfolio’s long-term orientation.
The BFI Dynamic (CHF) strategy fund received the Lipper Fund Award in the “Mixed Assets CHF Aggressive” category over three years. The BFI Dynamic (CHF) triumphed against ten funds within Europe.
The BFI Activ (CHF) strategy fund also garnered two Lipper Fund Awards, taking top prize in the “Mixed Assets CHF Conservative” category over three years for both Germany and Europe. This saw the fund prevail against 11 and 15 competitors, respectively.
Baloise Asset Management was named “Best Group Over 3 Years – Overall Small Company” in the Europe-wide “Mixed Assets” category, in recognition of the consistently outstanding performance of its strategy product range.
Furthermore, the BFI Progress (EUR) strategy fund received the Lipper Fund Award for the best balanced mixed fund authorised in Switzerland over ten years. This fund invests globally in bonds and equities, thus combining the return opportunities of equities with the earnings continuity of fixed-income securities. The BFI Progress (EUR) came out on top against 29 funds in its peer group.
