Fonds in der Vorsorge

Fund investments for
pension provision

Attractive pension solutions for all types of investor

Insurance-based pension solutions with BFI investment funds

Baloise Fund Plan

Investment funds are also ideal for private pension provision.

The Baloise Fund Plan insurance solution enables you to make use of the following BFI investment funds as part of your private pillar 3a and 3b pension provision.

Investment funds for private pillar 3a pension provision:

Investment funds for private pillar 3b pension provision:

If you are interested in these solutions, please contact your Baloise adviser. We will be glad to assist you.

Bank-based pension solutions with the Baloise Investment Foundation

In addition, the four different pension solutions from the Baloise Investment Foundation provide a wide range of options for private pension provision as part of pillar 3a and in terms of the portability of pension benefits, in order to cater for your specific wishes and personal financial aims with regard to pension planning.

The BVG-Mix 15 Plus, 25 Plus and 40 Plus pension solutions allow private investors to invest in global financial markets in a diversified way; there is a particular focus on Swiss bonds, real estate and shares. These pension solutions are designed to benefit from medium to long-term uptrends in the financial markets, within the scope of the selected investment strategy.

Average share allocation of 15%

BVG-Mix 15 Plus R
Average share allocation of 25% BVG-Mix 25 Plus R
Average share allocation of 40% BVG-Mix 40 Plus R

Thanks to solid long-term performance and an attractive price-performance ratio, these pension provision solutions regularly achieve top rankings in the prestigious comparison of competitors conducted by KGAST (Conference of Managers of Investment Foundations).

The Baloise BVG-Mix Dynamic Allocation pension solution allows private investors to invest primarily in Swiss bonds, real estate and shares. As a result of its dynamic design, the solution makes it possible to react more flexibly to market trends during the calendar year: in the case of sustained upwards movements, the resulting opportunities in the financial markets are utilised, whereas losses can be limited in the case of sustained downward movements.

Flexible share allocation pursuant to the Investment Regulations of the Baloise Investment Foundation for Pension Funds BVG-Mix Dynamic Allocation R

Plan today and create the foundation for your future needs. The sooner you start your pension planning, the better your financial prospects for ensuring a relaxing retirement. If the investment is made as part of tied pension provision (pillar 3a), you can take advantage of attractive tax benefits.

The basis for the acquisition of these pension solutions is a pension provision agreement with Baloise Bank SoBa.

If you are interested in these solutions, please contact your Baloise adviser. We will be glad to assist you.