Home > 3rd pillar investment solutions > Self-management investment solutions > BVG Fund Invest > List
| 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 |
1'405.39 17.04.24 |
2.73% | 4.55% | -0.12% | 1.82% | 0.54% |
|
|
| Bâloise Investment Foundation | ||||||||||||||
| Bâloise Investment Foundation | BAP BVG-Mix 15 Plus R | BVV2-OPP2 | CH0124249597 | conservative | 22% | CHF |
139.81 17.04.24 |
1.39% | 4.78% | -1.21% | -0.13% | 0.81% |
|
|
| Bâloise Investment Foundation | BAP BVG-Mix 25 Plus R | BVV2-OPP2 | CH0124249662 | balanced | 35% | CHF |
165.74 17.04.24 |
2.14% | 4.87% | -0.93% | 0.55% | 0.81% |
|
|
| Bâloise Investment Foundation | BAP BVG-Mix 40 Plus R | BVV2-OPP2 | CH0124249738 | dynamic | 50% | CHF |
217.98 17.04.24 |
2.87% | 4.94% | -0.52% | 1.44% | 0.83% |
|
|
| BCV Asset Management | ||||||||||||||
| BCV Asset Management | BCV Pension 25 BP | BVV2-OPP2 | CH0295060443 | balanced | 35% | CHF |
138.23 17.04.24 |
2.42% | 5.78% | -1.37% | 0.79% | 0.55% |
|
|
| BCV Asset Management | BCV Pension 40 BP | BVV2-OPP2 | CH0295060500 | dynamic | 50% | CHF |
157.12 17.04.24 |
3.81% | 6.67% | -0.63% | 0.69% |
|
||
| Credit Suisse Asset Management | ||||||||||||||
| Credit Suisse Asset Management | CS (CH) Privilege 45 EA | BVV2-OPP2 | CH0482324255 | dynamic | 50% | CHF |
1'044.98 17.04.24 |
2.97% | 5.13% | -0.51% | 0.74% |
|
||
| Credit Suisse Investment Foundation | ||||||||||||||
| Credit Suisse Investment Foundation | CSA Mixta-BVG Basic I | BVV2-OPP2 | CH0015036608 | conservative | 0% | CHF |
1'471.23 17.04.24 |
0.57% | 3.42% | 0.33% | 0.97% | 0.48% |
|
|
| Credit Suisse Investment Foundation | CSA Mixta-BVG I | BVV2-OPP2 | CH0027333191 | dynamic | 45% | CHF |
1'652.17 17.04.24 |
2.54% | 5.32% | -0.61% | 1.89% | 0.56% |
|
|
| Credit Suisse Investment Foundation | CSA Mixta-BVG Index 45 I | BVV2-OPP2 | CH0112695736 | dynamic | 50% | CHF |
1'707.56 17.04.24 |
2.89% | 5.34% | -1.30% | 2.08% | 0.52% |
|
|
| Freigeist Asset Management | ||||||||||||||
| Freigeist Asset Management | EQUINOX Mixed CHF I BVG* | BVV2-OPP2 | CH0297835297 | dynamic | 50% | CHF |
106.86 17.04.24 |
1.87% | 3.66% | 0.07% | 0.26% | 0.87% |
|
|
| GAM Investment Management | ||||||||||||||
| GAM Investment Management | GAM Inst BVG/LPP 25 A1 | BVV2-OPP2 | CH0103625197 | balanced | 35% | CHF |
137.74 17.04.24 |
2.33% | 5.60% | -1.62% | 0.33% | 0.55% |
|
|
| GAM Investment Management | GAM Inst BVG/LPP 40 A1 | BVV2-OPP2 | CH0103625205 | dynamic | 50% | CHF |
163.45 17.04.24 |
3.36% | 6.45% | -0.58% | 1.81% | 0.43% |
|
|
| GAM Investment Management | GAM Inst CHF Domestic Bond A1 | BVV2-OPP2 | CH0103625189 | conservative | 0% | CHF |
115.71 17.04.24 |
0.12% | 6.61% | -2.22% | -1.06% | 0.26% |
|
|
| Graubündner Kantonalbank | ||||||||||||||
| Graubündner Kantonalbank | GKB (CH) Vorsorgefonds 25 V | BVV2-OPP2 | CH0423561395 | balanced | 35% | CHF |
107.58 17.04.24 |
2.11% | 4.67% | -1.58% | 0.68% |
|
||
| Graubündner Kantonalbank | GKB (CH) Vorsorgefonds 45 V | BVV2-OPP2 | CH0383837504 | dynamic | 50% | CHF |
112.97 17.04.24 |
3.55% | 5.78% | -0.81% | 2.37% | 0.81% |
|
|
| IST Investment Foundation | ||||||||||||||
| IST Investment Foundation | IST2 Mixta Optima 30 I | BVV2-OPP2 | CH0032375609 | balanced | 36% | CHF |
2'750.25 17.04.24 |
1.85% | 3.76% | -0.74% | 1.70% | 0.68% |
|
|
| J. Safra Sarasin Investment Foundation | ||||||||||||||
| J. Safra Sarasin Investment Foundation | SAST BVG-Ertrag A | BVV2-OPP2 | CH0024556893 | conservative | 20% | CHF |
1'285.00 17.04.24 |
0.23% | 0.78% | -3.31% | -0.40% | 0.94% |
|
|
| J. Safra Sarasin Investment Foundation | SAST BVG-Nachhaltigkeit A | BVV2-OPP2 | CH0010168620 | dynamic | 50% | CHF |
1'686.00 17.04.24 |
2.06% | 2.68% | -2.06% | 1.52% | 0.77% |
|
|
| J. Safra Sarasin Investment Foundation | SAST BVG-Nachhaltigkeit Rendite A | BVV2-OPP2 | CH0035437919 | balanced | 30% | CHF |
1'394.00 17.04.24 |
0.80% | 1.75% | -2.86% | 0.33% | 0.66% |
|
|
| J. Safra Sarasin Investment Foundation | SAST BVG-Rendite A | BVV2-OPP2 | CH0010168596 | balanced | 30% | CHF |
1'499.00 17.04.24 |
0.67% | 1.01% | -2.95% | 0.28% | 1.00% |
|
|
| J. Safra Sarasin Investment Foundation | SAST BVG-Wachstum A | BVV2-OPP2 | CH0002874011 | balanced | 40% | CHF |
2'165.00 17.04.24 |
1.60% | 1.50% | -2.54% | 1.01% | 1.09% |
|
|
| J. Safra Sarasin Investment Foundation | SAST BVG-Zukunft A | BVV2-OPP2 | CH0024557313 | dynamic | 50% | CHF |
1'549.00 17.04.24 |
1.97% | 2.31% | -1.88% | 1.88% | 1.10% |
|
|
| LGT Capital Partners | ||||||||||||||
| LGT Capital Partners | LGT Alpha Indexing Fund (CHF) I1 | BVV2-OPP2 | LI0101103005 | dynamic | 50% | CHF |
1'573.15 17.04.24 |
1.38% | 2.71% | -3.23% | 0.12% | 0.86% |
|
|
| LUKB Expert Fondsleitung | ||||||||||||||
| LUKB Expert Fondsleitung | LUKB Expert-Vorsorge 25 | BVV2-OPP2 | CH0352060427 | balanced | 35% | CHF |
110.40 17.04.24 |
2.22% | 6.51% | -0.35% | 1.79% | 0.52% |
|
|
| LUKB Expert Fondsleitung | LUKB Expert-Vorsorge 45 | BVV2-OPP2 | CH0004055171 | dynamic | 50% | CHF |
174.90 17.04.24 |
2.94% | 7.89% | 0.74% | 3.53% | 0.60% |
|
|
| Parsumo Capital | ||||||||||||||
| Parsumo Capital | PARstrategie nachhaltig 25 ESG Fonds | BVV2-OPP2 | CH0205879213 | balanced | 30% | CHF |
1'041.39 17.04.24 |
1.08% | 2.28% | -1.94% | -0.73% | 0.50% |
|
|
| Pictet Asset Management | ||||||||||||||
| Pictet Asset Management | Pictet CH-LPP 25 I | BVV2-OPP2 | CH0016431667 | balanced | 30% | CHF |
1'215.45 17.04.24 |
2.68% | 6.65% | -2.66% | 0.04% | 0.44% |
|
|
| Pictet Asset Management | Pictet CH-LPP 40 I | BVV2-OPP2 | CH0016431691 | dynamic | 45% | CHF |
1'430.31 17.04.24 |
3.13% | 7.15% | -1.81% | 1.24% | 0.56% |
|
|
| Reichmuth & Co | ||||||||||||||
| Reichmuth & Co | Reichmuth Alpin Classic S | BVV2-OPP2 | CH0238867870 | dynamic | 50% | CHF |
1'083.10 17.04.24 |
2.82% | 4.06% | -2.09% | 0.64% | 0.83% |
|
|
| Reichmuth & Co | Reichmuth Alpin S** | BVV2-OPP2 | CH0238828153 | dynamic | 50% | CHF |
1'540.25 17.04.24 |
4.67% | 6.40% | 0.04% | 2.82% | 0.80% |
|
|
| Swiss Life Investment Foundation | ||||||||||||||
| Swiss Life Investment Foundation | Swiss Life BVG-Mix 15 | BVV2-OPP2 | CH0015649657 | conservative | 20% | CHF |
170.54 17.04.24 |
0.74% | 2.97% | -0.48% | 1.23% | 0.58% |
|
|
| Swiss Life Investment Foundation | Swiss Life BVG-Mix 25 | BVV2-OPP2 | CH0012456015 | balanced | 35% | CHF |
192.92 17.04.24 |
1.41% | 3.78% | -0.54% | 1.61% | 0.58% |
|
|
| Swiss Life Investment Foundation | Swiss Life BVG-Mix 35 | BVV2-OPP2 | CH0012456064 | dynamic | 45% | CHF |
204.70 17.04.24 |
2.07% | 4.35% | -0.25% | 2.20% | 0.60% |
|
|
| Swiss Life Investment Foundation | Swiss Life BVG-Mix 45 | BVV2-OPP2 | CH0012456072 | dynamic | 50% | CHF |
213.42 17.04.24 |
2.74% | 4.92% | -0.07% | 2.74% | 0.62% |
|
|
| Swisscanto Invest | ||||||||||||||
| Swisscanto Invest | Swisscanto (CH) Vorsorge Fonds 25 Passiv VT | BVV2-OPP2 | CH0133721065 | balanced | 30% | CHF |
131.63 17.04.24 |
1.90% | 4.44% | -1.56% | 0.95% | 0.42% |
|
|
| Swisscanto Invest | Swisscanto (CH) Vorsorge Fonds 45 Passiv VT | BVV2-OPP2 | CH0133721081 | dynamic | 50% | CHF |
171.04 17.04.24 |
3.42% | 5.07% | -0.72% | 2.55% | 0.42% |
|
|
| Swisscanto Investment Foundation | ||||||||||||||
| Swisscanto Investment Foundation | Swisscanto BVG 3 Index 45 RT | BVV2-OPP2 | CH0238046459 | dynamic | 50% | CHF |
169.25 17.04.24 |
3.59% | 7.43% | -0.04% | 2.58% | 0.40% |
|
|
| Swisscanto Investment Foundation | Swisscanto BVG 3 Responsible Portfolio 15 RT | BVV2-OPP2 | CH0238051954 | conservative | 25% | CHF |
204.79 17.04.24 |
0.42% | 4.62% | -1.27% | 0.41% | 0.57% |
|
|
| Swisscanto Investment Foundation | Swisscanto BVG 3 Responsible Portfolio 25 RT | BVV2-OPP2 | CH0238052705 | balanced | 35% | CHF |
216.54 17.04.24 |
1.61% | 4.71% | -0.38% | 1.63% | 0.61% |
|
|
| Swisscanto Investment Foundation | Swisscanto BVG 3 Responsible Portfolio 45 RT | BVV2-OPP2 | CH0238052978 | dynamic | 50% | CHF |
283.59 17.04.24 |
3.04% | 5.07% | 0.49% | 3.01% | 0.65% |
|
|
| Swisscanto Investment Foundation | Swisscanto BVG 3 Sustainable Portfolio 45 RT | BVV2-OPP2 | CH0238047721 | dynamic | 50% | CHF |
194.39 17.04.24 |
3.62% | 6.59% | -0.45% | 2.50% | 0.73% |
|
|
| UBS Investment Foundation | ||||||||||||||
| UBS Investment Foundation | UBS AST BVG-25 Aktiv Plus I-A1 | BVV2-OPP2 | CH0117637667 | balanced | 35% | CHF |
2'107.21 17.04.24 |
2.04% | 4.33% | -1.25% | 0.76% | 0.70% |
|
|
| UBS Investment Foundation | UBS AST BVG-25 Indexiert (hedged in CHF) I-A1 | BVV2-OPP2 | CH0117644150 | conservative | 25% | CHF |
1'380.80 17.04.24 |
0.80% | 4.52% | -1.09% | 0.80% | 0.30% |
|
|
| UBS Investment Foundation | UBS AST BVG-40 Aktiv Plus I-A1 | BVV2-OPP2 | CH0117638673 | dynamic | 50% | CHF |
2'078.38 17.04.24 |
2.45% | 4.52% | -1.11% | 1.52% | 0.76% |
|
|
| UBS Investment Foundation | UBS AST BVG-40 Indexiert (hedged in CHF) I-A1 | BVV2-OPP2 | CH0274003463 | balanced | 40% | CHF |
1'570.58 17.04.24 |
1.30% | 5.01% | -0.70% | 1.82% | 0.30% |
|
|
| Valiant Bank | ||||||||||||||
| Valiant Bank | VF (CH) - Valiant Helvétique Konservativ V | BVV2-OPP2 | CH0113932153 | dynamic | 50% | CHF |
113.44 17.04.24 |
1.28% | 3.92% | -0.92% | 1.12% | 0.84% |
|
|
| Vontobel Asset Management | ||||||||||||||
| Vontobel Asset Management | Vontobel Fund (CH) Pension Invest Balanced NV | BVV2-OPP2 | CH0281018538 | dynamic | 50% | CHF |
119.58 17.04.24 |
2.43% | 4.95% | -1.94% | 1.14% | 0.69% |
|
|
| Vontobel Asset Management | Vontobel Fund (CH) Pension Invest Yield NV | BVV2-OPP2 | CH0281016656 | balanced | 35% | CHF |
104.75 17.04.24 |
0.52% | 2.77% | -3.48% | -0.65% | 0.77% |
|
|
| Winterthur Investment Foundation AWi | ||||||||||||||
| Winterthur Investment Foundation AWi | AWi BVG 25 andante | BVV2-OPP2 | CH0009004349 | balanced | 35% | CHF |
1'648.03 17.04.24 |
1.57% | 3.81% | -1.33% | 0.95% | 0.56% |
|
|
| Winterthur Investment Foundation AWi | AWi BVG 35 allegro | BVV2-OPP2 | CH0002875646 | dynamic | 45% | CHF |
2'382.97 17.04.24 |
2.32% | 4.43% | -0.89% | 1.66% | 0.54% |
|
|
| Winterthur Investment Foundation AWi | AWi BVG 45 vivace | BVV2-OPP2 | CH0009004505 | dynamic | 50% | CHF |
1'868.48 17.04.24 |
2.62% | 4.61% | -0.80% | 2.01% | 0.57% |
|
|
| Benchmark | ||||||||||||||
| Benchmark | Pictet LPP-60 Plus | Index | LPPI60 INDEX | dynamic | 45% | CHF |
2'105.69 |
4.60% | 9.58% | 0.61% | 3.81% | n/a |
|
|
*) 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
Tell a friend