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| Provider | Title | Investment category | ISIN | Investment profile | Equities max % | CCY | NAV | YTD | 1Y | 3Y | 5Y | TER | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bâloise Investment Foundation | ||||||||||||||
| Bâloise Investment Foundation | BAP BVG-Mix 15 Plus R | BVV2-OPP2 | CH0124249597 | conservative | 22% | CHF |
140.44 23.04.24 |
1.84% | 4.98% | -1.03% | -0.14% | 0.81% |
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| Credit Suisse Investment Foundation | ||||||||||||||
| Credit Suisse Investment Foundation | CSA Mixta-BVG Basic I | BVV2-OPP2 | CH0015036608 | conservative | 0% | CHF |
1'472.38 23.04.24 |
0.65% | 3.45% | 0.37% | 0.94% | 0.48% |
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| GAM Investment Management | ||||||||||||||
| GAM Investment Management | GAM Inst CHF Domestic Bond A1 | BVV2-OPP2 | CH0103625189 | conservative | 0% | CHF |
115.85 23.04.24 |
0.24% | 6.50% | -2.22% | -1.09% | 0.26% |
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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 23.04.24 |
0.70% | 1.25% | -3.19% | -0.38% | 0.94% |
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| Swiss Life Investment Foundation | ||||||||||||||
| Swiss Life Investment Foundation | Swiss Life BVG-Mix 15 | BVV2-OPP2 | CH0015649657 | conservative | 20% | CHF |
171.09 23.04.24 |
1.07% | 3.20% | -0.37% | 1.24% | 0.58% |
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| Swisscanto Investment Foundation | ||||||||||||||
| Swisscanto Investment Foundation | Swisscanto BVG 3 Responsible Portfolio 15 RT | BVV2-OPP2 | CH0238051954 | conservative | 25% | CHF |
204.92 23.04.24 |
0.49% | 4.18% | -1.23% | 0.33% | 0.57% |
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| UBS Investment Foundation | ||||||||||||||
| UBS Investment Foundation | UBS AST BVG-25 Indexiert (hedged in CHF) I-A1 | BVV2-OPP2 | CH0117644150 | conservative | 25% | CHF |
1'388.31 23.04.24 |
1.35% | 4.75% | -0.92% | 0.83% | 0.30% |
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| Benchmark | ||||||||||||||
| Benchmark | Pictet LPP-25 Plus | Index | LPPI25 INDEX | conservative | 20% | CHF |
1'707.56 |
1.94% | 6.09% | -1.27% | 1.21% | 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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