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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 |
1'415.52 01.05.24 |
3.47% | 4.91% | 0.34% | 1.78% | 0.54% |
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| Bâloise Investment Foundation | ||||||||||||||
| Bâloise Investment Foundation | BAP BVG-Mix 15 Plus R | BVV2-OPP2 | CH0124249597 | conservative | 22% | CHF |
140.19 01.05.24 |
1.66% | 4.33% | -0.95% | -0.20% | 0.81% |
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| Bâloise Investment Foundation | BAP BVG-Mix 25 Plus R | BVV2-OPP2 | CH0124249662 | balanced | 35% | CHF |
166.17 01.05.24 |
2.40% | 4.48% | -0.61% | 0.45% | 0.81% |
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| Bâloise Investment Foundation | BAP BVG-Mix 40 Plus R | BVV2-OPP2 | CH0124249738 | dynamic | 50% | CHF |
219.04 01.05.24 |
3.37% | 4.86% | -0.02% | 1.36% | 0.83% |
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| BCV Asset Management | ||||||||||||||
| BCV Asset Management | BCV Pension 25 BP | BVV2-OPP2 | CH0295060443 | balanced | 35% | CHF |
138.71 01.05.24 |
2.78% | 5.96% | -1.02% | 0.74% | 0.55% |
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| BCV Asset Management | BCV Pension 40 BP | BVV2-OPP2 | CH0295060500 | dynamic | 50% | CHF |
157.67 01.05.24 |
4.17% | 6.88% | -0.20% | 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 |
1'051.25 01.05.24 |
3.59% | 5.29% | -0.07% | 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 |
1'682.31 01.05.24 |
2.62% | 4.95% | -0.38% | 1.36% | 0.46% |
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| Credit Suisse Investment Foundation | CSA 2 Mixta-BVG 25 Plus | BVV2-OPP2 | CH0112172850 | balanced | 35% | CHF |
1'489.84 01.05.24 |
2.22% | 4.29% | -0.21% | 1.90% | 0.66% |
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| Credit Suisse Investment Foundation | CSA 2 Mixta-BVG 35 | BVV2-OPP2 | CH0008879048 | dynamic | 45% | CHF |
1'688.83 01.05.24 |
3.26% | 5.44% | 0.00% | 1.98% | 0.55% |
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| Credit Suisse Investment Foundation | CSA 2 Mixta-BVG 45 | BVV2-OPP2 | CH0008879097 | dynamic | 50% | CHF |
1'778.50 01.05.24 |
4.04% | 6.12% | 0.33% | 2.52% | 0.59% |
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| Credit Suisse Investment Foundation | CSA Mixta-BVG Basic I | BVV2-OPP2 | CH0015036608 | conservative | 0% | CHF |
1'471.76 01.05.24 |
0.61% | 3.06% | 0.39% | 0.92% | 0.48% |
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| Credit Suisse Investment Foundation | CSA Mixta-BVG Index 45 I | BVV2-OPP2 | CH0112695736 | dynamic | 50% | CHF |
1'715.46 01.05.24 |
3.37% | 5.56% | -0.87% | 1.97% | 0.52% |
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| Freigeist Asset Management | ||||||||||||||
| Freigeist Asset Management | EQUINOX Mixed CHF I BVG* | BVV2-OPP2 | CH0297835297 | dynamic | 50% | CHF |
106.47 01.05.24 |
1.87% | 3.13% | 0.26% | 0.30% | 0.87% |
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| GAM Investment Management | ||||||||||||||
| GAM Investment Management | GAM Inst BVG/LPP 25 A1 | BVV2-OPP2 | CH0103625197 | balanced | 35% | CHF |
138.00 01.05.24 |
2.53% | 5.50% | -1.34% | 0.23% | 0.55% |
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| GAM Investment Management | GAM Inst BVG/LPP 40 A1 | BVV2-OPP2 | CH0103625205 | dynamic | 50% | CHF |
164.03 01.05.24 |
3.73% | 6.67% | -0.22% | 1.71% | 0.43% |
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| GAM Investment Management | GAM Inst CHF Domestic Bond A1 | BVV2-OPP2 | CH0103625189 | conservative | 0% | CHF |
115.85 01.05.24 |
0.24% | 5.89% | -2.11% | -1.11% | 0.26% |
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| Graubündner Kantonalbank | ||||||||||||||
| Graubündner Kantonalbank | GKB (CH) Vorsorgefonds 25 V | BVV2-OPP2 | CH0423561395 | balanced | 35% | CHF |
107.70 01.05.24 |
2.22% | 4.62% | -1.33% | 0.68% |
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| Graubündner Kantonalbank | GKB (CH) Vorsorgefonds 45 V | BVV2-OPP2 | CH0383837504 | dynamic | 50% | CHF |
113.37 01.05.24 |
3.91% | 6.22% | -0.42% | 2.29% | 0.81% |
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| Helvetia Investment Foundation | ||||||||||||||
| Helvetia Investment Foundation | Helvetia AST LOB-Mix | BVV2-OPP2 | CH0011768600 | balanced | 36% | CHF |
1'187.48 01.05.24 |
2.89% | 5.75% | 0.67% | 1.96% | 0.35% |
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| IST Investment Foundation | ||||||||||||||
| IST Investment Foundation | IST Mixta Optima 15 II | BVV2-OPP2 | CH0029031298 | conservative | 20% | CHF |
1'561.76 01.05.24 |
1.34% | 3.29% | -0.84% | 0.79% | 0.47% |
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| IST Investment Foundation | IST Mixta Optima 25 II | BVV2-OPP2 | CH0029031371 | balanced | 31% | CHF |
2'875.07 01.05.24 |
1.88% | 3.11% | -0.21% | 1.54% | 0.54% |
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| IST Investment Foundation | IST Mixta Optima 35 II | BVV2-OPP2 | CH0029031470 | dynamic | 45% | CHF |
1'866.96 01.05.24 |
2.42% | 3.53% | -0.13% | 1.81% | 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 |
1'291.00 01.05.24 |
0.70% | 1.02% | -3.08% | -0.41% | 0.94% |
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| J. Safra Sarasin Investment Foundation | SAST BVG-Nachhaltigkeit A | BVV2-OPP2 | CH0010168620 | dynamic | 50% | CHF |
1'700.00 01.05.24 |
2.91% | 3.47% | -1.69% | 1.51% | 0.77% |
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| J. Safra Sarasin Investment Foundation | SAST BVG-Nachhaltigkeit Rendite A | BVV2-OPP2 | CH0035437919 | balanced | 30% | CHF |
1'402.00 01.05.24 |
1.37% | 2.11% | -2.55% | 0.30% | 0.66% |
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| J. Safra Sarasin Investment Foundation | SAST BVG-Rendite A | BVV2-OPP2 | CH0010168596 | balanced | 30% | CHF |
1'508.00 01.05.24 |
1.28% | 1.41% | -2.66% | 0.28% | 1.00% |
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| J. Safra Sarasin Investment Foundation | SAST BVG-Wachstum A | BVV2-OPP2 | CH0002874011 | balanced | 40% | CHF |
2'181.00 01.05.24 |
2.35% | 2.06% | -2.20% | 1.02% | 1.09% |
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| J. Safra Sarasin Investment Foundation | SAST BVG-Zukunft A | BVV2-OPP2 | CH0024557313 | dynamic | 50% | CHF |
1'563.00 01.05.24 |
2.90% | 2.96% | -1.49% | 1.91% | 1.10% |
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| LGT Capital Partners | ||||||||||||||
| LGT Capital Partners | LGT Alpha Indexing Fund (CHF) I1 | BVV2-OPP2 | LI0101103005 | dynamic | 50% | CHF |
1'586.82 01.05.24 |
2.26% | 3.24% | -2.77% | 0.22% | 0.86% |
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| LUKB Expert Fondsleitung | ||||||||||||||
| LUKB Expert Fondsleitung | LUKB Expert-Vorsorge 25 | BVV2-OPP2 | CH0352060427 | balanced | 35% | CHF |
109.70 01.05.24 |
1.57% | 5.38% | -0.31% | 1.58% | 0.52% |
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| LUKB Expert Fondsleitung | LUKB Expert-Vorsorge 45 | BVV2-OPP2 | CH0004055171 | dynamic | 50% | CHF |
173.90 01.05.24 |
2.35% | 6.95% | 0.89% | 3.31% | 0.60% |
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| Parsumo Capital | ||||||||||||||
| Parsumo Capital | PARstrategie nachhaltig 25 ESG Fonds | BVV2-OPP2 | CH0205879213 | balanced | 30% | CHF |
1'046.49 01.05.24 |
1.58% | 2.75% | -1.65% | -0.81% | 0.50% |
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| Pictet Asset Management | ||||||||||||||
| Pictet Asset Management | Pictet CH-LPP 25 I | BVV2-OPP2 | CH0016431667 | balanced | 30% | CHF |
1'221.92 01.05.24 |
3.23% | 6.67% | -2.21% | -0.07% | 0.44% |
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| Pictet Asset Management | Pictet CH-LPP 40 I | BVV2-OPP2 | CH0016431691 | dynamic | 45% | CHF |
1'439.42 01.05.24 |
3.79% | 7.44% | -1.47% | 1.18% | 0.56% |
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| Reichmuth & Co | ||||||||||||||
| Reichmuth & Co | Reichmuth Alpin Classic S | BVV2-OPP2 | CH0238867870 | dynamic | 50% | CHF |
1'082.25 01.05.24 |
2.74% | 3.96% | -2.20% | 0.56% | 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 |
170.91 01.05.24 |
0.96% | 2.82% | -0.35% | 1.19% | 0.58% |
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| Swiss Life Investment Foundation | Swiss Life BVG-Mix 25 | BVV2-OPP2 | CH0012456015 | balanced | 35% | CHF |
193.63 01.05.24 |
1.78% | 3.75% | -0.31% | 1.56% | 0.58% |
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| Swiss Life Investment Foundation | Swiss Life BVG-Mix 35 | BVV2-OPP2 | CH0012456064 | dynamic | 45% | CHF |
205.67 01.05.24 |
2.56% | 4.41% | 0.06% | 2.14% | 0.60% |
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| Swiss Life Investment Foundation | Swiss Life BVG-Mix 45 | BVV2-OPP2 | CH0012456072 | dynamic | 50% | CHF |
214.69 01.05.24 |
3.36% | 5.12% | 0.32% | 2.66% | 0.62% |
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| Swisscanto Invest | ||||||||||||||
| Swisscanto Invest | Swisscanto (CH) Vorsorge Fonds 25 Passiv VT | BVV2-OPP2 | CH0133721065 | balanced | 30% | CHF |
131.76 01.05.24 |
2.01% | 4.40% | -1.42% | 0.86% | 0.42% |
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| Swisscanto Invest | Swisscanto (CH) Vorsorge Fonds 45 Passiv VT | BVV2-OPP2 | CH0133721081 | dynamic | 50% | CHF |
171.75 01.05.24 |
3.85% | 5.55% | -0.39% | 2.47% | 0.42% |
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| Swisscanto Investment Foundation | ||||||||||||||
| Swisscanto Investment Foundation | Swisscanto BVG 3 Index 45 RT | BVV2-OPP2 | CH0238046459 | dynamic | 50% | CHF |
170.33 01.05.24 |
4.25% | 7.54% | 0.43% | 2.48% | 0.40% |
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| Swisscanto Investment Foundation | Swisscanto BVG 3 Responsible Portfolio 15 RT | BVV2-OPP2 | CH0238051954 | conservative | 25% | CHF |
204.80 01.05.24 |
0.43% | 3.36% | -1.16% | 0.29% | 0.57% |
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| Swisscanto Investment Foundation | Swisscanto BVG 3 Responsible Portfolio 25 RT | BVV2-OPP2 | CH0238052705 | balanced | 35% | CHF |
216.45 01.05.24 |
1.57% | 3.50% | -0.21% | 1.48% | 0.61% |
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| Swisscanto Investment Foundation | Swisscanto BVG 3 Responsible Portfolio 45 RT | BVV2-OPP2 | CH0238052978 | dynamic | 50% | CHF |
285.88 01.05.24 |
3.88% | 5.37% | 1.04% | 3.00% | 0.65% |
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| Swisscanto Investment Foundation | Swisscanto BVG 3 Sustainable Portfolio 45 RT | BVV2-OPP2 | CH0238047721 | dynamic | 50% | CHF |
195.60 01.05.24 |
4.26% | 7.22% | 0.08% | 2.46% | 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 |
1'067.15 01.05.24 |
2.45% | 4.79% | 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 |
1'097.36 01.05.24 |
1.12% | 4.03% | 0.22% |
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| UBS Investment Foundation | UBS AST 2 BVG-40 Aktiv Plus I-A2 | BVV2-OPP2 | CH0117638723 | dynamic | 50% | CHF |
1'076.94 01.05.24 |
3.07% | 5.31% | 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 |
1'122.60 01.05.24 |
1.80% | 4.80% | 0.16% |
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| Valiant Bank | ||||||||||||||
| Valiant Bank | VF (CH) - Valiant Helvétique Konservativ V | BVV2-OPP2 | CH0113932153 | dynamic | 50% | CHF |
113.58 01.05.24 |
1.40% | 3.79% | -0.69% | 1.06% | 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 |
119.77 01.05.24 |
2.60% | 4.58% | -1.59% | 1.00% | 0.69% |
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| Vontobel Asset Management | Vontobel Fund (CH) Pension Invest Yield NV | BVV2-OPP2 | CH0281016656 | balanced | 35% | CHF |
104.82 01.05.24 |
0.59% | 2.08% | -3.26% | -0.76% | 0.77% |
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| Winterthur Investment Foundation AWi | ||||||||||||||
| Winterthur Investment Foundation AWi | AWi BVG 25 andante | BVV2-OPP2 | CH0009004349 | balanced | 35% | CHF |
1'655.56 01.05.24 |
2.04% | 3.77% | -1.02% | 0.94% | 0.56% |
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| Winterthur Investment Foundation AWi | AWi BVG 35 allegro | BVV2-OPP2 | CH0002875646 | dynamic | 45% | CHF |
2'395.64 01.05.24 |
2.86% | 4.44% | -0.54% | 1.63% | 0.54% |
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| Winterthur Investment Foundation AWi | AWi BVG 45 vivace | BVV2-OPP2 | CH0009004505 | dynamic | 50% | CHF |
1'879.41 01.05.24 |
3.23% | 4.65% | -0.42% | 1.97% | 0.57% |
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| Benchmark | ||||||||||||||
| Benchmark | Pictet LPP-60 Plus | Index | LPPI60 INDEX | dynamic | 45% | CHF |
2'121.28 |
5.38% | 9.88% | 0.98% | 3.68% | 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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