fonds-externes

External funds

External funds: our offering

"Policyholders manage their investment, advised by their intermediary (insurance broker, asset management advisor, etc.), making their choices from among a range of funds of renowned asset managers."

Bâloise's "multi-fund" offering is composed of a broad universe of investments funds distributed by major asset managers. The extensive range mainly comprises UCITS (Undertakings for Collective Investment in Transferable Securities) covering all of the main categories of investment: equity funds (focusing on particular sectors and/or geographical regions), fixed income (bond) funds, money market funds, mixed funds, funds of funds, funds of alternative funds, profiled funds, etc.

Individual investment

This "multi-fund-multi-manager" freedom of choice allows us not only to match policyholders' investor profiles, but also to define strategies appropriate to their individual investment objectives. Furthermore, depending on the subscriber's country of residence, the allocation of the assets under the policy can of course be adjusted at any time.

Graph illustrating the framework of external funds.

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Key information documents

Here you can download all the generic KID for a product and/or the KID for a specific fund.

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Internal collective funds

A fund offered only to the company's clients, tailored to their particular needs...

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Internal dedicated fund

An internal dedicated fund can be the most appropriate means of addressing the needs of...

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Contact

Interested in our external funds? Please contact us:

Telephone: +352 290 190 1
Email: partnermanagement@baloise.lu