Baloise Fund Invest (Lux) - BFI Real Estate and Infrastructure Select I CHF header image

Baloise Fund Invest (Lux) - BFI Real Estate and Infrastructure Select I CHF

Fund

ISIN LU2300320921 / Valor null

NAV (2024-11-06)
CHF 84.030.00%

Baloise Fund Invest (Lux) - BFI Real Estate and Infrastructure Select I CHF
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General Objective

The fund aims to achieve capital growth and income by indirectly investing in real estate and infrastructure assets on a globally diversified basis, in line with conditions in international financial markets.

Fund Exposure

The fund invests globally in real estate equity funds and stocks of listed companies that own, develop, or manage real estate. It may also invest in global equities and bonds of infrastructure companies. The fund may allocate up to 100% of its net assets in shares of UCITS and/or up to 30% in shares of other UCIs.

Risks

The fund may be exposed to risks such as currency fluctuations and market volatility. It does not invest in Asset Backed Securities and Mortgage Backed Securities for direct investments. Additionally, investments may be made in currencies other than the fund's base currency.

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Source

https://www.baloise.ch/en/private-clients/invest-provision/invest/investment-funds/thematic-funds/bfi-real-estate-and-infrastructure-select.html

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OTHER SHARE CLASSES OF THIS FUND

Baloise Fund Invest (Lux) - BFI Real Estate and Infrastructure Select N CHF
Baloise Fund Invest (Lux) - BFI Real Estate and Infrastructure Select N CHF Baloise Fund Invest (Lux) - BFI Real Estate and Infrastructure Select N CHF Valor: 11000425
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Annual Return

-50%0%+50%

Risk level

110
0.00%CHF 8.26
Baloise Fund Invest (Lux) - BFI Real Estate and Infrastructure Select I EUR
Baloise Fund Invest (Lux) - BFI Real Estate and Infrastructure Select I EUR Baloise Fund Invest (Lux) - BFI Real Estate and Infrastructure Select I EUR
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Annual Return

-50%0%+50%

Risk level

110
0.27%EUR 111.38