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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 Activ (CHF) R pdf - 328 KB BFI (Lux) - BFI Activ (EUR) R pdf - 343 KB BFI (Lux) - BFI Progress (CHF) R pdf - 350 KB BFI (Lux) - BFI Progress (EUR) R pdf - 311 KB BFI (Lux) - BFI Dynamic (CHF) R pdf - 335 KB BFI (Lux) - BFI Dynamic (EUR) R pdf - 247 KB BFI (Lux) - BFI Dynamic Allocation 0-40 I-H CHF pdf - 326 KB BFI (Lux) - BFI Activ (CHF) N pdf - 349 KB BFI (Lux) - BFI Progress (CHF) N pdf - 351 KB BFI (Lux) - BFI Dynamic (CHF) N pdf - 353 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 R EUR pdf - 248 KB BFI (CH) – Equity Switzerland Corporate Governance passive N CHF Cap pdf - 167 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 - 240 KB BFI (Lux) - BFI Systematic Conservative R EUR pdf - 240 KB BFI (Lux) - Systematic Balanced R-H CHF pdf - 237 KB BFI (Lux) - Systematic Balanced R EUR pdf - 238 KB BFI (Lux) - BFI Systematic Dynamic R-H CHF pdf - 237 KB BFI (Lux) - BFI Systematic Dynamic R EUR pdf - 238 KB BFI (Lux) - BFI Systematic Conservative N-H CHF pdf - 214 KB BFI (Lux) - BFI Systematic Balanced N-H CHF pdf - 140 KB BFI (Lux) - BFI Systematic Dynamic N-H CHF pdf - 211 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 - 137 KB BAP - BVG-Mix 25 Plus R pdf - 145 KB BAP - BVG-Mix 40 Plus R pdf - 130 KB BAP - BVG-Mix Dynamic Allocation 0-40 R pdf - 195 KB BAP - BVG-Mix Dynamic Allocation 0-80 pdf - 203 KB
Bond funds BFI (CH) – Equity Switzerland Corporate Governance passive N CHF Cap pdf - 167 KB BFI (CH) - Aktien Schweiz N CHF Cap pdf - 92 KB BFI (CH) - Aktien Schweiz passiv N CHF Cap pdf - 91 KB BFI (Lux) - BFI Equity Fund N CHF pdf - 55 KB BFI (CH) - Aktien Welt ex Schweiz passiv N CHF Cap pdf - 91 KB
Strategy funds BFI (Lux) - BFI Activ (CHF) N pdf - 349 KB BFI (Lux) - BFI Progress (CHF) N pdf - 351 KB BFI (Lux) - BFI Dynamic (CHF) N pdf - 353 KB
Systematic funds BFI (Lux) - BFI Systematic Conservative N-H CHF pdf - 214 KB BFI (Lux) - BFI Systematic Balanced N-H CHF pdf - 140 KB BFI (Lux) - BFI Systematic Dynamic N-H CHF pdf - 211 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
Bond funds BFI (CH) – Equity Switzerland Corporate Governance passive N CHF Cap pdf - 167 KB BFI (CH) - Aktien Schweiz N CHF Cap pdf - 92 KB BFI (CH) - Aktien Schweiz passiv N CHF Cap pdf - 91 KB BFI (CH) - Aktien Welt ex Schweiz passiv N CHF Cap pdf - 91 KB BFI (Lux) - BFI Equity Fund N CHF pdf - 55 KB
Strategy funds BFI (Lux) - BFI Activ (CHF) R pdf - 332 KB BFI (Lux) - BFI Progress (CHF) R pdf - 536 KB BFI (Lux) - BFI Dynamic (CHF) R pdf - 339 KB BFI (Lux) - BFI Dynamic Allocation 0-40 I-H CHF pdf - 326 KB
Systematic funds BFI (Lux) - BFI Systematic Conservative R-H CHF pdf - 243 KB BFI (Lux) - BFI Systematic Balanced R-H CHF pdf - 240 KB BFI (Lux) - BFI Systematic Dynamic R-H CHF pdf - 240 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
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

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 (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
Equity funds BFI (CH) - Equity Switzerland Corporate Governance passive N CHF Cap pdf - 92 KB BFI (Lux) - BFI Equity Fund N CHF pdf - 55 KB BFI (CH) - Aktien Schweiz N CHF Cap pdf - 92 KB BFI (CH) - Aktien Schweiz passiv N CHF Cap pdf - 91 KB BFI (CH) - Aktien Welt ex Schweiz passiv N CHF Cap pdf - 91 KB
Strategy funds BFI (Lux) - BFI Activ (CHF) N pdf - 57 KB BFI (Lux) - BFI Progress (CHF) N pdf - 56 KB BFI (Lux) - BFI Dynamic (CHF) N pdf - 57 KB
Systematic Funds BFI (Lux) - BFI Systematic Conservative N-H CHF pdf - 56 KB BFI (Lux) - BFI Systematic Balanced N-H CHF pdf - 56 KB BFI (Lux) - BFI Systematic Dynamic N-H CHF pdf - 56 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
Equity funds BFI (CH) - Equity Switzerland Corporate Governance passive N CHF Cap pdf - 92 KB BFI (Lux) - BFI Equity Fund N CHF pdf - 55 KB BFI (CH) - Aktien Schweiz N CHF Cap pdf - 92 KB BFI (CH) - Aktien Schweiz passiv N CHF Cap pdf - 91 KB BFI (CH) - Aktien Welt ex Schweiz passiv N CHF Cap pdf - 91 KB
Strategy funds BFI (Lux) - BFI Activ (CHF) N pdf - 57 KB BFI (Lux) - BFI Progress (CHF) N pdf - 56 KB BFI (Lux) - BFI Dynamic (CHF) N pdf - 57 KB
Systematic Fonds BFI (Lux) - BFI Systematic Conservative N-H CHF pdf - 56 KB BFI (Lux) - BFI Systematic Balanced N-H CHF pdf - 56 KB BFI (Lux) - BFI Systematic Dynamic N-H CHF pdf - 56 KB
Real Estate Fund Baloise Swiss Property Fund External Funds UBS Global Gender Equality ETF CHF Pictet CH - Short-Term Money Market CHF - I

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
Statuten pdf - 119 KB BFI (Lux) - Rechtsprospekt pdf - 3 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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