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Baloise Fund Invest (Lux) - BFI C-QUADRAT ARTS Balanced EUR R CHF (0P0000WUS2.SW)

Swiss - Swiss Delayed Price. Currency in CHF
12.65-0.02 (-0.14%)
At close: 09:00PM CET
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Baloise Fund Invest (Lux) - BFI C-QUADRAT ARTS Balanced EUR R CHF

19, rue de Bitbourg

OCBC Centre

Management Information
Not Disclosed,Lead Manager since February 13, 2012
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryCHF Moderate Allocation
Fund FamilyWaystone Management Company (Lux) S.A.
Net AssetsN/A
YTD Return7.81%
Yield0.00%
Morningstar Rating★★
Inception DateApr 18, 2012

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover759.22%
Average for CategoryN/A

Fees & Expenses

Expense0P0000WUS2.SWCategory Average
Annual Report Expense Ratio (net)2.61%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load5.00%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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