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| Provider | Title | Investment category | ISIN | Investment profile | Equities max % | CCY | NAV | YTD | 1Y | 3Y | 5Y | TER | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AXA Investment Managers | ||||||||||||||
| AXA Investment Managers | AXA Swiss Institutional Fund - Multi Asset Plus 1 | BVV2-OPP2 | CH0105340019 | dynamic | 49% | CHF |
1'411.52 22.04.24 |
3.17% | 4.88% | 0.06% | 1.87% | 0.54% |
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| Bâloise Investment Foundation | ||||||||||||||
| Bâloise Investment Foundation | BAP BVG-Mix 15 Plus R | BVV2-OPP2 | CH0124249597 | conservative | 22% | CHF |
140.08 22.04.24 |
1.58% | 4.71% | -1.14% | -0.13% | 0.81% |
|
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| Bâloise Investment Foundation | BAP BVG-Mix 25 Plus R | BVV2-OPP2 | CH0124249662 | balanced | 35% | CHF |
166.14 22.04.24 |
2.38% | 4.83% | -0.82% | 0.56% | 0.81% |
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| Bâloise Investment Foundation | BAP BVG-Mix 40 Plus R | BVV2-OPP2 | CH0124249738 | dynamic | 50% | CHF |
218.72 22.04.24 |
3.22% | 5.00% | -0.33% | 1.48% | 0.83% |
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| BCV Asset Management | ||||||||||||||
| BCV Asset Management | BCV Pension 25 BP | BVV2-OPP2 | CH0295060443 | balanced | 35% | CHF |
138.00 22.04.24 |
2.25% | 5.43% | -1.39% | 0.74% | 0.55% |
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| BCV Asset Management | BCV Pension 40 BP | BVV2-OPP2 | CH0295060500 | dynamic | 50% | CHF |
156.66 22.04.24 |
3.51% | 6.00% | -0.69% | 0.69% |
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| Credit Suisse Asset Management | ||||||||||||||
| Credit Suisse Asset Management | CS (CH) Privilege 45 EA | BVV2-OPP2 | CH0482324255 | dynamic | 50% | CHF |
1'047.86 22.04.24 |
3.26% | 5.22% | -0.38% | 0.74% |
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| Credit Suisse Investment Foundation | ||||||||||||||
| Credit Suisse Investment Foundation | CSA 2 Mixta-BVG 25 | BVV2-OPP2 | CH0008879022 | balanced | 35% | CHF |
1'675.39 22.04.24 |
2.20% | 4.91% | -0.64% | 1.35% | 0.46% |
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| Credit Suisse Investment Foundation | CSA 2 Mixta-BVG 25 Plus | BVV2-OPP2 | CH0112172850 | balanced | 35% | CHF |
1'486.73 22.04.24 |
2.01% | 4.37% | -0.34% | 1.94% | 0.66% |
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| Credit Suisse Investment Foundation | CSA 2 Mixta-BVG 35 | BVV2-OPP2 | CH0008879048 | dynamic | 45% | CHF |
1'679.75 22.04.24 |
2.71% | 5.23% | -0.32% | 1.98% | 0.55% |
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| Credit Suisse Investment Foundation | CSA 2 Mixta-BVG 45 | BVV2-OPP2 | CH0008879097 | dynamic | 50% | CHF |
1'767.79 22.04.24 |
3.41% | 5.79% | -0.03% | 2.53% | 0.59% |
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| Credit Suisse Investment Foundation | CSA Mixta-BVG Basic I | BVV2-OPP2 | CH0015036608 | conservative | 0% | CHF |
1'470.45 22.04.24 |
0.52% | 3.32% | 0.32% | 0.91% | 0.48% |
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| Credit Suisse Investment Foundation | CSA Mixta-BVG Index 45 I | BVV2-OPP2 | CH0112695736 | dynamic | 50% | CHF |
1'710.38 22.04.24 |
3.06% | 5.54% | -1.19% | 2.07% | 0.52% |
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| Freigeist Asset Management | ||||||||||||||
| Freigeist Asset Management | EQUINOX Mixed CHF I BVG* | BVV2-OPP2 | CH0297835297 | dynamic | 50% | CHF |
106.98 22.04.24 |
1.98% | 3.44% | 0.18% | 0.26% | 0.87% |
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| GAM Investment Management | ||||||||||||||
| GAM Investment Management | GAM Inst BVG/LPP 25 A1 | BVV2-OPP2 | CH0103625197 | balanced | 35% | CHF |
137.81 22.04.24 |
2.38% | 5.69% | -1.60% | 0.31% | 0.55% |
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| GAM Investment Management | GAM Inst BVG/LPP 40 A1 | BVV2-OPP2 | CH0103625205 | dynamic | 50% | CHF |
163.29 22.04.24 |
3.26% | 6.49% | -0.58% | 1.77% | 0.43% |
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| GAM Investment Management | GAM Inst CHF Domestic Bond A1 | BVV2-OPP2 | CH0103625189 | conservative | 0% | CHF |
115.74 22.04.24 |
0.15% | 6.40% | -2.27% | -1.12% | 0.26% |
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| Graubündner Kantonalbank | ||||||||||||||
| Graubündner Kantonalbank | GKB (CH) Vorsorgefonds 25 V | BVV2-OPP2 | CH0423561395 | balanced | 35% | CHF |
107.67 22.04.24 |
2.19% | 4.80% | -1.52% | 0.68% |
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| Graubündner Kantonalbank | GKB (CH) Vorsorgefonds 45 V | BVV2-OPP2 | CH0383837504 | dynamic | 50% | CHF |
113.07 22.04.24 |
3.64% | 5.96% | -0.69% | 2.38% | 0.81% |
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| Helvetia Investment Foundation | ||||||||||||||
| Helvetia Investment Foundation | Helvetia AST LOB-Mix | BVV2-OPP2 | CH0011768600 | balanced | 36% | CHF |
1'182.40 22.04.24 |
2.45% | 6.20% | 0.44% | 2.07% | 0.35% |
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| IST Investment Foundation | ||||||||||||||
| IST Investment Foundation | IST Mixta Optima 15 II | BVV2-OPP2 | CH0029031298 | conservative | 20% | CHF |
1'559.68 22.04.24 |
1.20% | 3.37% | -1.00% | 0.83% | 0.47% |
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| IST Investment Foundation | IST Mixta Optima 25 II | BVV2-OPP2 | CH0029031371 | balanced | 31% | CHF |
2'870.51 22.04.24 |
1.72% | 3.09% | -0.42% | 1.62% | 0.54% |
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| IST Investment Foundation | IST Mixta Optima 35 II | BVV2-OPP2 | CH0029031470 | dynamic | 45% | CHF |
1'863.14 22.04.24 |
2.21% | 3.47% | -0.39% | 1.90% | 0.53% |
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| J. Safra Sarasin Investment Foundation | ||||||||||||||
| J. Safra Sarasin Investment Foundation | SAST BVG-Ertrag A | BVV2-OPP2 | CH0024556893 | conservative | 20% | CHF |
1'288.00 22.04.24 |
0.47% | 1.02% | -3.24% | -0.38% | 0.94% |
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| J. Safra Sarasin Investment Foundation | SAST BVG-Nachhaltigkeit A | BVV2-OPP2 | CH0010168620 | dynamic | 50% | CHF |
1'689.00 22.04.24 |
2.24% | 2.86% | -1.93% | 1.51% | 0.77% |
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| J. Safra Sarasin Investment Foundation | SAST BVG-Nachhaltigkeit Rendite A | BVV2-OPP2 | CH0035437919 | balanced | 30% | CHF |
1'397.00 22.04.24 |
1.01% | 1.90% | -2.77% | 0.33% | 0.66% |
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| J. Safra Sarasin Investment Foundation | SAST BVG-Rendite A | BVV2-OPP2 | CH0010168596 | balanced | 30% | CHF |
1'502.00 22.04.24 |
0.87% | 1.21% | -2.87% | 0.30% | 1.00% |
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| J. Safra Sarasin Investment Foundation | SAST BVG-Wachstum A | BVV2-OPP2 | CH0002874011 | balanced | 40% | CHF |
2'171.00 22.04.24 |
1.88% | 1.73% | -2.42% | 1.03% | 1.09% |
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| J. Safra Sarasin Investment Foundation | SAST BVG-Zukunft A | BVV2-OPP2 | CH0024557313 | dynamic | 50% | CHF |
1'554.00 22.04.24 |
2.30% | 2.51% | -1.74% | 1.92% | 1.10% |
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| LGT Capital Partners | ||||||||||||||
| LGT Capital Partners | LGT Alpha Indexing Fund (CHF) I1 | BVV2-OPP2 | LI0101103005 | dynamic | 50% | CHF |
1'569.44 22.04.24 |
1.14% | 2.16% | -3.24% | 0.08% | 0.86% |
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| LUKB Expert Fondsleitung | ||||||||||||||
| LUKB Expert Fondsleitung | LUKB Expert-Vorsorge 25 | BVV2-OPP2 | CH0352060427 | balanced | 35% | CHF |
110.40 22.04.24 |
2.22% | 6.41% | -0.29% | 1.75% | 0.52% |
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| LUKB Expert Fondsleitung | LUKB Expert-Vorsorge 45 | BVV2-OPP2 | CH0004055171 | dynamic | 50% | CHF |
175.10 22.04.24 |
3.06% | 7.89% | 0.91% | 3.53% | 0.60% |
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| Parsumo Capital | ||||||||||||||
| Parsumo Capital | PARstrategie nachhaltig 25 ESG Fonds | BVV2-OPP2 | CH0205879213 | balanced | 30% | CHF |
1'041.14 22.04.24 |
1.06% | 2.35% | -1.95% | -0.76% | 0.50% |
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| Pictet Asset Management | ||||||||||||||
| Pictet Asset Management | Pictet CH-LPP 25 I | BVV2-OPP2 | CH0016431667 | balanced | 30% | CHF |
1'215.44 22.04.24 |
2.68% | 6.49% | -2.66% | -0.01% | 0.44% |
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| Pictet Asset Management | Pictet CH-LPP 40 I | BVV2-OPP2 | CH0016431691 | dynamic | 45% | CHF |
1'430.65 22.04.24 |
3.15% | 7.41% | -1.76% | 1.20% | 0.56% |
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| Reichmuth & Co | ||||||||||||||
| Reichmuth & Co | Reichmuth Alpin Classic S | BVV2-OPP2 | CH0238867870 | dynamic | 50% | CHF |
1'069.95 22.04.24 |
1.57% | 2.71% | -2.64% | 0.32% | 0.83% |
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| Schwyzer Kantonalbank | ||||||||||||||
| Schwyzer Kantonalbank | SZKB Ethikfonds Ausgewogen VH | BVV2-OPP2 | CH1185040941 | dynamic | 50% | CHF | 0.00% | 0.82% | ||||||
| Schwyzer Kantonalbank | SZKB Indexanlagen Ausgewogen VH | BVV2-OPP2 | CH1185040974 | dynamic | 50% | CHF | 0.00% | 0.33% | ||||||
| Swiss Life Investment Foundation | ||||||||||||||
| Swiss Life Investment Foundation | Swiss Life BVG-Mix 15 | BVV2-OPP2 | CH0015649657 | conservative | 20% | CHF |
170.73 22.04.24 |
0.86% | 2.98% | -0.43% | 1.23% | 0.58% |
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| Swiss Life Investment Foundation | Swiss Life BVG-Mix 25 | BVV2-OPP2 | CH0012456015 | balanced | 35% | CHF |
193.21 22.04.24 |
1.56% | 3.80% | -0.47% | 1.62% | 0.58% |
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| Swiss Life Investment Foundation | Swiss Life BVG-Mix 35 | BVV2-OPP2 | CH0012456064 | dynamic | 45% | CHF |
205.08 22.04.24 |
2.26% | 4.37% | -0.15% | 2.22% | 0.60% |
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| Swiss Life Investment Foundation | Swiss Life BVG-Mix 45 | BVV2-OPP2 | CH0012456072 | dynamic | 50% | CHF |
213.90 22.04.24 |
2.98% | 4.97% | 0.07% | 2.76% | 0.62% |
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| Swisscanto Invest | ||||||||||||||
| Swisscanto Invest | Swisscanto (CH) Vorsorge Fonds 25 Passiv VT | BVV2-OPP2 | CH0133721065 | balanced | 30% | CHF |
131.78 22.04.24 |
2.02% | 4.69% | -1.54% | 0.93% | 0.42% |
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| Swisscanto Invest | Swisscanto (CH) Vorsorge Fonds 45 Passiv VT | BVV2-OPP2 | CH0133721081 | dynamic | 50% | CHF |
171.44 22.04.24 |
3.66% | 5.49% | -0.61% | 2.57% | 0.42% |
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| Swisscanto Investment Foundation | ||||||||||||||
| Swisscanto Investment Foundation | Swisscanto BVG 3 Index 45 RT | BVV2-OPP2 | CH0238046459 | dynamic | 50% | CHF |
169.71 22.04.24 |
3.87% | 7.49% | 0.09% | 2.58% | 0.40% |
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| Swisscanto Investment Foundation | Swisscanto BVG 3 Responsible Portfolio 15 RT | BVV2-OPP2 | CH0238051954 | conservative | 25% | CHF |
204.49 22.04.24 |
0.27% | 3.96% | -1.37% | 0.33% | 0.57% |
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| Swisscanto Investment Foundation | Swisscanto BVG 3 Responsible Portfolio 25 RT | BVV2-OPP2 | CH0238052705 | balanced | 35% | CHF |
215.83 22.04.24 |
1.28% | 3.83% | -0.51% | 1.53% | 0.61% |
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| Swisscanto Investment Foundation | Swisscanto BVG 3 Responsible Portfolio 45 RT | BVV2-OPP2 | CH0238052978 | dynamic | 50% | CHF |
283.51 22.04.24 |
3.02% | 4.77% | 0.51% | 2.98% | 0.65% |
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| Swisscanto Investment Foundation | Swisscanto BVG 3 Sustainable Portfolio 45 RT | BVV2-OPP2 | CH0238047721 | dynamic | 50% | CHF |
194.31 22.04.24 |
3.58% | 6.46% | -0.40% | 2.44% | 0.73% |
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| UBS Investment Foundation | ||||||||||||||
| UBS Investment Foundation | UBS AST 2 BVG-25 Aktiv Plus I-A2 | BVV2-OPP2 | CH0117638095 | balanced | 35% | CHF |
1'064.58 22.04.24 |
2.21% | 4.61% | 0.60% |
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| UBS Investment Foundation | UBS AST 2 BVG-25 Indexiert (hedged in CHF) I-A2 | BVV2-OPP2 | CH0117644168 | conservative | 25% | CHF |
1'096.54 22.04.24 |
1.04% | 4.47% | 0.22% |
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| UBS Investment Foundation | UBS AST 2 BVG-40 Aktiv Plus I-A2 | BVV2-OPP2 | CH0117638723 | dynamic | 50% | CHF |
1'073.43 22.04.24 |
2.73% | 4.94% | 0.64% |
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| UBS Investment Foundation | UBS AST 2 BVG-40 Indexiert (hedged in CHF) I-A3 | BVV2-OPP2 | CH0117646122 | balanced | 40% | CHF |
1'121.04 22.04.24 |
1.66% | 5.12% | 0.16% |
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| Valiant Bank | ||||||||||||||
| Valiant Bank | VF (CH) - Valiant Helvétique Konservativ V | BVV2-OPP2 | CH0113932153 | dynamic | 50% | CHF |
113.58 22.04.24 |
1.40% | 3.93% | -0.84% | 1.14% | 0.84% |
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| Vontobel Asset Management | ||||||||||||||
| Vontobel Asset Management | Vontobel Fund (CH) Pension Invest Balanced NV | BVV2-OPP2 | CH0281018538 | dynamic | 50% | CHF |
119.35 22.04.24 |
2.24% | 4.50% | -1.91% | 1.06% | 0.69% |
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| Vontobel Asset Management | Vontobel Fund (CH) Pension Invest Yield NV | BVV2-OPP2 | CH0281016656 | balanced | 35% | CHF |
104.68 22.04.24 |
0.45% | 2.48% | -3.48% | -0.71% | 0.77% |
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| Winterthur Investment Foundation AWi | ||||||||||||||
| Winterthur Investment Foundation AWi | AWi BVG 25 andante | BVV2-OPP2 | CH0009004349 | balanced | 35% | CHF |
1'647.91 22.04.24 |
1.57% | 3.73% | -1.29% | 0.93% | 0.56% |
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| Winterthur Investment Foundation AWi | AWi BVG 35 allegro | BVV2-OPP2 | CH0002875646 | dynamic | 45% | CHF |
2'382.03 22.04.24 |
2.28% | 4.25% | -0.85% | 1.63% | 0.54% |
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| Winterthur Investment Foundation AWi | AWi BVG 45 vivace | BVV2-OPP2 | CH0009004505 | dynamic | 50% | CHF |
1'867.94 22.04.24 |
2.60% | 4.41% | -0.74% | 1.98% | 0.57% |
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| Benchmark | ||||||||||||||
| Benchmark | Pictet LPP-60 Plus | Index | LPPI60 INDEX | dynamic | 45% | CHF |
2'109.71 |
4.80% | 9.65% | 0.76% | 3.77% | n/a |
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*) These investment funds are designed to experienced investors and professional advisers.
**) This investment fund may be weighted at a maximum rate of 80%.
Retrocessions: Any distribution remuneration received will be credited on to the relevant pension holder.
Fees: Costs incurred may include fund-, issue/redemption costs, foundation fees etc.
NB: This information is no incitement to purchase or sell the mentioned products. For further information please contact your advisor. Past value gains or profits are neither a guarantee nor an indication of future value and profit developments
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