Baloise Fund Invest (Lux) - BFI Positive Impact Select N CHF header image

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.

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Source

https://www.baloise.ch/en/private-clients/invest-provision/invest/investment-funds/thematic-funds/bfi-positive-impact-select.html

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OTHER SHARE CLASSES OF THIS FUND

Baloise Fund Invest (Lux) - BFI Positive Impact Select I CHF
Baloise Fund Invest (Lux) - BFI Positive Impact Select I CHF Baloise Fund Invest (Lux) - BFI Positive Impact Select I CHF
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Annual Return

-50%0%+50%

Risk level

110
0.84%CHF 76.36
Baloise Fund Invest (Lux) - BFI Positive Impact Select I EUR
Baloise Fund Invest (Lux) - BFI Positive Impact Select I EUR Baloise Fund Invest (Lux) - BFI Positive Impact Select I EUR
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.83%EUR 91.27
Baloise Fund Invest (Lux) - BFI Positive Impact Select N EUR
Baloise Fund Invest (Lux) - BFI Positive Impact Select N EUR Baloise Fund Invest (Lux) - BFI Positive Impact Select N EUR
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.38%EUR 9.52