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Corporation
FINANCIAL | Insurance
baloise.com

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Investments

20

Funds

1

Partners & Customers

10

About Baloise Group

Baloise Group is a provider of specialized insurance and pension products and services that go beyond traditional insurance business. Its core markets are Switzerland, Germany, Belgium, and Luxembourg.

Baloise Group Headquarter Location

Aeschengraben 21

Basel, CH-4001,

Switzerland

+41 58 285 81 81

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Latest Baloise Group News

Baloise Swiss Property Fund - listing on the SIX Swiss Exchange planned

Oct 15, 2021

2021-10-15 / 07:00 ----------------------------------------------------------------------------------------------------------------------- Basel, 15 October 2021. Baloise Asset Management AG is planning to list the Baloise Swiss Property Fund on the Swiss stock exchange. The listing application has been approved by the SIX Swiss Exchange. The Baloise Swiss Property Fund is expected to start trading on the SIX Swiss Exchange on 1 November 2021. Until 31 October 2021, only qualified investors are permitted to invest in the Baloise Swiss Property Fund. From 1 November 2021 onwards, the Baloise Swiss Property Fund will also be open to retail investors. After its listing, the Baloise Swiss Property Fund is expected to be included in the SXI Real Estate Broad and SXI Real Estate Funds Broad indices. About the Baloise Swiss Property Fund The primary investment objective of the Baloise Swiss Property Fund, which was launched in 2018, is to generate a steady level of current income through direct investment in Swiss core/core-plus real estate in good locations that offers a high level of stability in terms of earnings and value. The fund pursues a strategy of purchasing properties across Switzerland with the aim of holding these for a prolonged period and optimising their earnings potential. It strives for broad regional diversification and, in the medium to long term, sectoral diversification targeting at least 50 per cent residential use and no more than 50 per cent commercial use. At present, the portfolio comprises 72 properties and has an estimated current market value of around CHF 811 million. The fund management company intends to continue adding to the Baloise Swiss Property Fund real estate portfolio, maintaining the emphasis on residential properties. The investment focus will remain on real estate in the towns and cities of the fast-growing economic regions and their catchment areas, which offer stable, long-term rental income. At the same time, the fund management company is further optimising the portfolio by realising local rental income potential with value-adding refurbishments and re-lettings. Fund information SIN / ISIN: 41455103 / CH0414551033 Group of investors: Restricted to qualified investors within the meaning of article 10 (3) and (3^ter) of the Swiss Collective Investment Schemes Act (CISA) until 31 October 2021; open to retail investors from 1 November 2021 Fund management/ portfolio management company: Baloise Asset Management AG, Basel Custodian bank: UBS Switzerland AG, Zurich Launch date: 1 October 2018 Disclaimer: Until 31 October 2021, the real estate fund described in this media information is designed exclusively for qualified investors within the meaning of article 10 (3) and (3^ter) CISA. Full information on this real estate fund can be obtained from the prospectus, the fund contract and the latest annual and half-year reports, which form the basis of a potential investment. The prospectus with integrated fund contract, the simplified prospectus and the annual and half-year reports can be requested free of charge from the fund management company (Baloise Asset Management AG, Aeschengraben 21, 4051 Basel, Switzerland) or from the custodian bank (UBS Switzerland AG, Bahnhofstrasse 45, 8001 Zurich, Switzerland). The current fund contract is valid for qualified investors until 31 October 2021. A new fund contract will be valid for all investors from 1 November 2021. This media information does not constitute an offer to sell fund units or an invitation to submit purchase offers or subscribe to fund units. Moreover, this media information does not constitute a prospectus or an equivalent communication within the meaning of the Swiss Financial Services Act (FinSA) as amended. Copies of this media information must not be sent to or from jurisdictions or processed in jurisdictions where this is precluded or prohibited by law. The content of this media information does not constitute a sales offer or solicitation of a purchase offer in any jurisdiction in which such an offer or solicitation would be unlawful prior to additional actions being taken under the rules of that jurisdiction. This media information and its content must not be taken or transmitted to the United States of America (USA) or distributed or transmitted to any US person (including legal entities) or to any publication that is freely distributed in the USA. Any violation of these restrictions may constitute an infringement of US securities laws. This fund is not approved for US persons. It is approved exclusively for non-US persons. Any decision to purchase units or subscribe to new units of the Baloise Swiss Property Fund should be based solely on the relevant prospectus and fund contract. Investors are also encouraged to obtain advice from their bank or financial adviser. Parts of this media information may constitute advertising for financial instruments within the meaning of article 68 FinSA. Contact Baloise Group, Aeschengraben 21, 4002 Basel, Switzerland Website: www.baloise.com Email: media.relations@baloise.com / investor.relations@baloise.com Media Relations: Tel: +41 (0)58 285 8214 Investor Relations: Tel: +41 (0)58 285 8181 The Baloise Group is more than just a traditional insurance company. The changing security, safety and service needs of society in the digital age lie at the heart of its business activities. The approximately 7,700 employees of Baloise therefore focus on the wishes of their customers. The best possible customer service, combined with innovative products and services, makes Baloise the first choice for people who want to feel simply safe. Located at the heart of Europe, with its head office in Basel, the Baloise Group is a provider of prevention, pension, assistance and insurance solutions. Its core markets are Switzerland, Germany, Belgium and Luxembourg. In Switzerland, with Baloise Bank SoBa, the Group also operates as a specialised financial services provider, offering a combination of insurance and banking services. The Group offers innovative pension products to private customers throughout Europe from its competence centre in Luxembourg. The shares of Bâloise Holding Ltd are listed in the main segment of SIX Swiss Exchange. ----------------------------------------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------------------------------------- Language: EnglishCompany: Baloise Holding AG Aeschengraben 21 4002 Basel SwitzerlandPhone: +41 61 285 85 85Fax: +41 61 285 70 70E-mail: media.relations@baloise.comInternet: https://www.baloise.com ISIN: CH0012410517Listed: BX Berne eXchange; SIX Swiss ExchangeEQS News ID: 1241000End of News EQS Group News Service=------------ 1241000 2021-10-15

Baloise Group Investments

20 Investments

Baloise Group has made 20 investments. Their latest investment was in KUNO as part of their Seed on May 5, 2021.

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Baloise Group Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

5/20/2021

Seed

KUNO

Yes

2

4/12/2021

Series B

GoMore

$8.7M

Yes

Undisclosed Investors

3

4/8/2021

Seed

Amovens

$8.7M

Yes

Undisclosed Investors

1

9/29/2020

Series A

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10

7/27/2020

Private Equity

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10

Date

5/20/2021

4/12/2021

4/8/2021

9/29/2020

7/27/2020

Round

Seed

Series B

Seed

Series A

Private Equity

Company

KUNO

GoMore

Amovens

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Amount

$8.7M

$8.7M

New?

Yes

Yes

Yes

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Co-Investors

Undisclosed Investors

Undisclosed Investors

Sources

2

3

1

10

10

Baloise Group Acquisitions

6 Acquisitions

Baloise Group acquired 6 companies. Their latest acquisition was B'Cover on November 16, 2021.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

11/16/2021

$99M

Acquired

1

11/7/2019

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$99M

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10

7/24/2019

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$99M

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10

5/2/2019

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$99M

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10

4/15/2019

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$99M

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10

Date

11/16/2021

11/7/2019

7/24/2019

5/2/2019

4/15/2019

Investment Stage

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acquired

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Sources

1

10

10

10

10

Baloise Group Fund History

1 Fund History

Baloise Group has 1 fund, including Insurance Tech Fund I.

Closing Date

Fund

Fund Type

Status

Amount

Sources

2/28/2017

Insurance Tech Fund I

$49.77M

1

Closing Date

2/28/2017

Fund

Insurance Tech Fund I

Fund Type

Status

Amount

$49.77M

Sources

1

Baloise Group Partners & Customers

10 Partners and customers

Baloise Group has 10 strategic partners and customers. Baloise Group recently partnered with GoMore on October 10, 2021.

Date

Type

Business Partner

Country

News Snippet

Sources

10/6/2021

Partner

GoMore

Denmark

Baloise ecosystem partner GoMore expands into Switzerland

In partnership with GoMore , Baloise Insurance is now intent on driving forward this transport revolution in its core markets , with an initial focus on Switzerland , as part of its sustainability strategy .

1

11/24/2020

Vendor

Systemorph

Switzerland

Baloise Group Signs Contract to Fulfill IFRS 17 Reporting and Compliance Requirements With Systemorph Solution

Baloise Group chose the Systemorph AG solution because it delivers an important part in the overall auditable end-to-end reporting process .

3

11/16/2020

Partner

Twiice

Switzerland

Baloise expands its Mobility ecosystem through a partnership with exoskeleton specialist TWIICE

`` We are delighted about this new partnership with Baloise and look forward to a productive collaboration , '' says Tristan Vouga , co-founder of TWIICE .

1

9/13/2019

Partner

Plug and Play Ventures

United States

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10

8/19/2019

Partner

Basel FC

Switzerland

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10

Date

10/6/2021

11/24/2020

11/16/2020

9/13/2019

8/19/2019

Type

Partner

Vendor

Partner

Partner

Partner

Business Partner

GoMore

Systemorph

Twiice

Plug and Play Ventures

Basel FC

Country

Denmark

Switzerland

Switzerland

United States

Switzerland

News Snippet

Baloise ecosystem partner GoMore expands into Switzerland

In partnership with GoMore , Baloise Insurance is now intent on driving forward this transport revolution in its core markets , with an initial focus on Switzerland , as part of its sustainability strategy .

Baloise Group Signs Contract to Fulfill IFRS 17 Reporting and Compliance Requirements With Systemorph Solution

Baloise Group chose the Systemorph AG solution because it delivers an important part in the overall auditable end-to-end reporting process .

Baloise expands its Mobility ecosystem through a partnership with exoskeleton specialist TWIICE

`` We are delighted about this new partnership with Baloise and look forward to a productive collaboration , '' says Tristan Vouga , co-founder of TWIICE .

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Sources

1

3

1

10

10

Baloise Group Team

13 Team Members

Baloise Group has 13 team members, including current Chief Investment Officer, Matthias Henny.

Name

Work History

Title

Status

Matthias Henny

Chief Investment Officer

Current

Jessica Vogt

Helvetia Group

Chief Executive Officer

Current

Dr Alexander Bockelmann

Chief Technology Officer

Current

Denis A Bucher

Ciba, IBM, fenaco, and NCR Corporation

Chief Product Officer

Current

Matthias Cullmann

Owner

Current

Name

Matthias Henny

Jessica Vogt

Dr Alexander Bockelmann

Denis A Bucher

Matthias Cullmann

Work History

Helvetia Group

Ciba, IBM, fenaco, and NCR Corporation

Title

Chief Investment Officer

Chief Executive Officer

Chief Technology Officer

Chief Product Officer

Owner

Status

Current

Current

Current

Current

Current

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