Baloise Fund Invest (Lux) - BFI Positive Impact Select N CHF
Fund
ISIN LU2300320681 / Valor 11000425
NAV (2025-02-06)
CHF 7.47+0.84%
Baloise Fund Invest (Lux) - BFI Positive Impact Select N CHF
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General Objective
The fund aims to achieve a balanced return corresponding to market conditions, with a focus on geographic, economic, and currency risk diversification, as well as maintaining optimal liquidity. The fund seeks sustainable investments, targeting funds that have a measurable positive social and environmental impact alongside financial returns, while meeting minimum ESG standards.
Fund Exposure
The fund primarily invests in open-end funds, with allocations to mixed, equity, fixed income, and money market funds. It focuses on a portfolio structure that combines the return potential of equities with the income consistency of bonds, aiming for a balanced ratio between yield and capital growth. The fund may also hold cash and use derivative financial instruments for risk management.
Risks
Investors should be aware that the fund may invest in funds that exclude investments in fossil fuel reserves exceeding 10%, as well as companies classified in the MSCI ESG Low Carbon Transition Score Category "Stranded Assets." Additionally, the fund may invest in other currencies besides the base currency, and the management fee for investing in other funds is capped at 3% per annum. The fund is actively managed without reference to a benchmark index, with the EUR as the reference currency for the fund.