The Fund «Baloise Fund Invest (CH) - Global Bonds CHF Optimized» invests in the world's most attractive bond markets from the perspective of Swiss investors. The investment strategy is oriented towards not to be benchmarked and thus enables the a maximum of flexibility. The fund thus offers an attractive risk-return profile currency hedged in Swiss franc (CHF).

The Fund «Baloise Fund Invest (Lux) – BFI Global Bonds EUR Optimized» invests in the world's most attractive bond markets from the perspective of euro investors. The investment strategy does not have a benchmark and thus allows maximum flexibility. In doing so, the fund thus offers an attractive risk-return profile currency hedged in euro (EUR).

Portfolio Management Fixed Income, Asset Management of Baloise

The «Baloise Fund Invest (CH) - Swiss Franc Bonds Optimized» fund invests worldwide in CHF investment-grade bonds and offers an attractive risk-return profile. The selection of bonds is based on the benchmark Swiss Bond Index Total AAA-BBB. The focus lies on liquid, high-quality government and corporate bonds. The active and rule-based investment approach aims for the most attractive market segments and optimizes the expected total return (Expected Total Return, ETR) while adhering to risk requirements.

Cédric Willi and Philippe Oster, both Co-Lead Senior Portfolio Manager Fixed Income, Asset Management of Baloise

​​​​​​Launch: 16 March 2022

The «Baloise Fund Invest (Lux) – BFI Global Short Duration High Yield Bonds» fund invests worldwide in the most attractive high-yield bonds with a BB rating (excluding financials). The investment universe consists of more than 100 issuers, providing a good level of diversification. With a modified duration of less than three years, the fund also is less sensitive to interest rate risk. The active, rule-based strategy follows the benchmark «Bloomberg Global High Yield Corporate ex Financial 1-3Y BB 2% Issuer Cap» and offers a favourable risk/return profile.

Portfolio Management Fixed Income, Asset Management of Baloise

​​​​​​Launch: 23 March 2022

The «Baloise Fund Invest (Lux) – BFI Global Subordinated Bonds» (the “Fund”) invests worldwide in the most attractive subordinated bond markets. The investment universe consists of more than 100 issuers, ensuring a well-diversified portfolio. The Fund makes targeted use of companies’ capital structures and invests in the subordinated segment of the banking, insurance and non-financial sectors. The rule-based approach applied in the management of the Fund follows a clear, quantitative set of rules based on scientific facts.