Baloise Fund Invest (Lux) - BFI Activ (CHF) R header image

Baloise Fund Invest (Lux) - BFI Activ (CHF) R

Fund

ISIN LU0127027448 / Valor 1212278

NAV (2025-10-23)
CHF 135.45-0.03%

Baloise Fund Invest (Lux) - BFI Activ (CHF) R
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BFI Activ (CHF) is a global mixed-asset fund that allocates about 48.9% of its portfolio to bonds, ensuring steady income, and 29.4% to equities, providing growth potential. Additionally, it invests 16.4% in real estate, commodities, and other assets to diversify holdings, while keeping 5.4% in liquid assets for flexibility. This combination aims to balance stability with opportunities for capital appreciation, making it suitable for investors seeking both reliable income and exposure to global equity markets.

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Tags:
mixed asset conservative lipper global mixed asset chf conservative

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