Strategy funds

The right tactics in every situation

Strategy funds are bespoke investment solutions tailored to your personal investment strategy. Thanks to broad diversification across various investment categories, they are a solid foundation upon which to accumulate assets.

Overview of strategy funds

Accolades

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The Lipper Fund Awards are presented annually to funds and asset managers that deliver above-average performance and provide consistently strong, risk-adjusted performance.

Strategy funds managed by Baloise Asset Management have been recognised for the fourth year in a row. The BFI Activ (CHF) R strategy fund came out on top against 57 well-known funds to win the Lipper Fund Award in the “Mixed Asset CHF Conservative” category for Switzerland as the leading performer in its peer group over five years. This fund also won three awards in the same category for Europe due to its very good performance over three, five and ten years. In Germany, the fund was recognised with two awards for its very good performance over three and five years.

The BFI Progress (CHF) fund won two awards each for Germany and Europe in the “Mixed Asset CHF Balanced” category for its risk-adjusted performance in the past three and five years. In the “Mixed Asset CHF Aggressive” category, the BFI Dynamic (CHF) R fund took home two awards for Europe for its good performance over the past three and five years.

Strategy funds for every investor

The right investment solution for every position

Investing in strategy funds is a bit like a game of soccer. Success relies on having the best players in the right positions on the field. Just as a soccer team has three different parts, our strategy funds let you choose between three different types of player: a defensive expert, a midfield strategist, and a top striker.

Defensive expert

For the cautious investor: BFI Active

Midfield strategist

For the equitable investor: BFI Progress

Top striker

For the growth-oriented investor: BFI Dynamic

Investing in funds that match my investment needs.