A new investment group in Corporate Direct Lending by Baloise

Baloise Asset Management announces the creation of an investment group focused on Corporate Direct Lending (CDL) within the Baloise Investment Foundation. This group offers Swiss pension funds simplified access to the rapidly expanding private debt asset class, with a net return potential of 4% in CHF.

With low interest rates in Switzerland, this investment meets the need of pension funds to diversify their portfolios beyond traditional bonds. The subscription phase has begun, with a first closing planned for the first quarter of 2026.

Baloise has already invested CHF 700 million in this CDL strategy with its insurance funds. This new access is specially designed for small and medium-sized pension funds, with a minimum investment of CHF 0.5 million.