Strategy funds

Active strategy fund

Defensive expert - BFI Active

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Although you value stability and a high degree of security for your investments, you are also prepared to accept minor fluctuations in performance if this helps to increase the returns on your assets.

  • The fund invests up to 40% of its assets in equities in order to exploit the opportunities presented by the equity market.
  • The remaining shares are placed in secure investments, such as fixed-interest securities and bonds.
  • Investors resident in Switzerland can use this fund (BFI Active CHF) for their private pension provision (Pillar 3a).
  • Available in Swiss francs and in euros.
  • Designed with cautious investors in mind.

Risk/reward profile

Factsheets

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