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 |
1'419.06 30.04.24 |
3.73% | 5.18% | 0.32% | 1.85% | 0.54% |
|
|
| Bâloise Investment Foundation | ||||||||||||||
| Bâloise Investment Foundation | BAP BVG-Mix 15 Plus R | BVV2-OPP2 | CH0124249597 | conservative | 22% | CHF |
140.36 30.04.24 |
1.78% | 4.46% | -0.92% | -0.17% | 0.81% |
|
|
| Bâloise Investment Foundation | BAP BVG-Mix 25 Plus R | BVV2-OPP2 | CH0124249662 | balanced | 35% | CHF |
166.44 30.04.24 |
2.57% | 4.65% | -0.60% | 0.49% | 0.81% |
|
|
| Bâloise Investment Foundation | BAP BVG-Mix 40 Plus R | BVV2-OPP2 | CH0124249738 | dynamic | 50% | CHF |
219.36 30.04.24 |
3.52% | 5.01% | -0.06% | 1.40% | 0.83% |
|
|
| BCV Asset Management | ||||||||||||||
| BCV Asset Management | BCV Pension 25 BP | BVV2-OPP2 | CH0295060443 | balanced | 35% | CHF |
138.87 30.04.24 |
2.90% | 6.09% | -1.06% | 0.77% | 0.55% |
|
|
| BCV Asset Management | BCV Pension 40 BP | BVV2-OPP2 | CH0295060500 | dynamic | 50% | CHF |
157.87 30.04.24 |
4.31% | 7.02% | -0.28% | 0.69% |
|
||
| Credit Suisse Asset Management | ||||||||||||||
| Credit Suisse Asset Management | CS (CH) Privilege 45 EA | BVV2-OPP2 | CH0482324255 | dynamic | 50% | CHF |
1'053.82 30.04.24 |
3.84% | 5.55% | -0.07% | 0.74% |
|
||
| Credit Suisse Investment Foundation | ||||||||||||||
| Credit Suisse Investment Foundation | CSA Mixta-BVG Basic I | BVV2-OPP2 | CH0015036608 | conservative | 0% | CHF |
1'473.00 30.04.24 |
0.69% | 3.14% | 0.42% | 0.93% | 0.48% |
|
|
| Credit Suisse Investment Foundation | CSA Mixta-BVG I | BVV2-OPP2 | CH0027333191 | dynamic | 45% | CHF |
1'662.75 30.04.24 |
3.19% | 5.75% | -0.27% | 1.83% | 0.56% |
|
|
| Credit Suisse Investment Foundation | CSA Mixta-BVG Index 45 I | BVV2-OPP2 | CH0112695736 | dynamic | 50% | CHF |
1'721.36 30.04.24 |
3.72% | 5.93% | -0.85% | 2.05% | 0.52% |
|
|
| Freigeist Asset Management | ||||||||||||||
| Freigeist Asset Management | EQUINOX Mixed CHF I BVG* | BVV2-OPP2 | CH0297835297 | dynamic | 50% | CHF |
106.85 30.04.24 |
2.23% | 3.50% | 0.31% | 0.39% | 0.87% |
|
|
| GAM Investment Management | ||||||||||||||
| GAM Investment Management | GAM Inst BVG/LPP 25 A1 | BVV2-OPP2 | CH0103625197 | balanced | 35% | CHF |
138.24 30.04.24 |
2.70% | 5.68% | -1.31% | 0.27% | 0.55% |
|
|
| GAM Investment Management | GAM Inst BVG/LPP 40 A1 | BVV2-OPP2 | CH0103625205 | dynamic | 50% | CHF |
164.25 30.04.24 |
3.87% | 6.81% | -0.22% | 1.74% | 0.43% |
|
|
| GAM Investment Management | GAM Inst CHF Domestic Bond A1 | BVV2-OPP2 | CH0103625189 | conservative | 0% | CHF |
116.13 30.04.24 |
0.48% | 6.14% | -1.99% | -1.08% | 0.26% |
|
|
| Graubündner Kantonalbank | ||||||||||||||
| Graubündner Kantonalbank | GKB (CH) Vorsorgefonds 25 V | BVV2-OPP2 | CH0423561395 | balanced | 35% | CHF |
107.94 30.04.24 |
2.45% | 4.86% | -1.30% | 0.68% |
|
||
| Graubündner Kantonalbank | GKB (CH) Vorsorgefonds 45 V | BVV2-OPP2 | CH0383837504 | dynamic | 50% | CHF |
113.65 30.04.24 |
4.17% | 6.48% | -0.43% | 2.34% | 0.81% |
|
|
| IST Investment Foundation | ||||||||||||||
| IST Investment Foundation | IST2 Mixta Optima 30 I | BVV2-OPP2 | CH0032375609 | balanced | 36% | CHF |
2'764.32 30.04.24 |
2.37% | 4.05% | -0.40% | 1.70% | 0.68% |
|
|
| J. Safra Sarasin Investment Foundation | ||||||||||||||
| J. Safra Sarasin Investment Foundation | SAST BVG-Ertrag A | BVV2-OPP2 | CH0024556893 | conservative | 20% | CHF |
1'291.00 30.04.24 |
0.70% | 1.02% | -3.08% | -0.41% | 0.94% |
|
|
| J. Safra Sarasin Investment Foundation | SAST BVG-Nachhaltigkeit A | BVV2-OPP2 | CH0010168620 | dynamic | 50% | CHF |
1'700.00 30.04.24 |
2.91% | 3.47% | -1.69% | 1.51% | 0.77% |
|
|
| J. Safra Sarasin Investment Foundation | SAST BVG-Nachhaltigkeit Rendite A | BVV2-OPP2 | CH0035437919 | balanced | 30% | CHF |
1'402.00 30.04.24 |
1.37% | 2.11% | -2.55% | 0.30% | 0.66% |
|
|
| J. Safra Sarasin Investment Foundation | SAST BVG-Rendite A | BVV2-OPP2 | CH0010168596 | balanced | 30% | CHF |
1'508.00 30.04.24 |
1.28% | 1.41% | -2.66% | 0.28% | 1.00% |
|
|
| J. Safra Sarasin Investment Foundation | SAST BVG-Wachstum A | BVV2-OPP2 | CH0002874011 | balanced | 40% | CHF |
2'181.00 30.04.24 |
2.35% | 2.06% | -2.20% | 1.02% | 1.09% |
|
|
| J. Safra Sarasin Investment Foundation | SAST BVG-Zukunft A | BVV2-OPP2 | CH0024557313 | dynamic | 50% | CHF |
1'563.00 30.04.24 |
2.90% | 2.96% | -1.49% | 1.91% | 1.10% |
|
|
| LGT Capital Partners | ||||||||||||||
| LGT Capital Partners | LGT Alpha Indexing Fund (CHF) I1 | BVV2-OPP2 | LI0101103005 | dynamic | 50% | CHF |
1'588.52 30.04.24 |
2.37% | 3.35% | -2.84% | 0.20% | 0.86% |
|
|
| LUKB Expert Fondsleitung | ||||||||||||||
| LUKB Expert Fondsleitung | LUKB Expert-Vorsorge 25 | BVV2-OPP2 | CH0352060427 | balanced | 35% | CHF |
109.70 30.04.24 |
1.57% | 5.38% | -0.31% | 1.58% | 0.52% |
|
|
| LUKB Expert Fondsleitung | LUKB Expert-Vorsorge 45 | BVV2-OPP2 | CH0004055171 | dynamic | 50% | CHF |
173.90 30.04.24 |
2.35% | 6.95% | 0.89% | 3.31% | 0.60% |
|
|
| Parsumo Capital | ||||||||||||||
| Parsumo Capital | PARstrategie nachhaltig 25 ESG Fonds | BVV2-OPP2 | CH0205879213 | balanced | 30% | CHF |
1'046.11 30.04.24 |
1.54% | 2.71% | -1.70% | -0.83% | 0.50% |
|
|
| Pictet Asset Management | ||||||||||||||
| Pictet Asset Management | Pictet CH-LPP 25 I | BVV2-OPP2 | CH0016431667 | balanced | 30% | CHF |
1'221.92 30.04.24 |
3.23% | 6.67% | -2.21% | -0.07% | 0.44% |
|
|
| Pictet Asset Management | Pictet CH-LPP 40 I | BVV2-OPP2 | CH0016431691 | dynamic | 45% | CHF |
1'439.42 30.04.24 |
3.79% | 7.44% | -1.47% | 1.18% | 0.56% |
|
|
| Reichmuth & Co | ||||||||||||||
| Reichmuth & Co | Reichmuth Alpin Classic S | BVV2-OPP2 | CH0238867870 | dynamic | 50% | CHF |
1'082.25 30.04.24 |
2.74% | 3.96% | -2.20% | 0.56% | 0.83% |
|
|
| Reichmuth & Co | Reichmuth Alpin S** | BVV2-OPP2 | CH0238828153 | dynamic | 50% | CHF |
1'540.25 30.04.24 |
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 |
171.18 30.04.24 |
1.12% | 2.98% | -0.32% | 1.22% | 0.58% |
|
|
| Swiss Life Investment Foundation | Swiss Life BVG-Mix 25 | BVV2-OPP2 | CH0012456015 | balanced | 35% | CHF |
194.02 30.04.24 |
1.99% | 3.95% | -0.30% | 1.61% | 0.58% |
|
|
| Swiss Life Investment Foundation | Swiss Life BVG-Mix 35 | BVV2-OPP2 | CH0012456064 | dynamic | 45% | CHF |
206.14 30.04.24 |
2.79% | 4.64% | 0.05% | 2.20% | 0.60% |
|
|
| Swiss Life Investment Foundation | Swiss Life BVG-Mix 45 | BVV2-OPP2 | CH0012456072 | dynamic | 50% | CHF |
215.22 30.04.24 |
3.61% | 5.38% | 0.30% | 2.73% | 0.62% |
|
|
| Swisscanto Invest | ||||||||||||||
| Swisscanto Invest | Swisscanto (CH) Vorsorge Fonds 25 Passiv VT | BVV2-OPP2 | CH0133721065 | balanced | 30% | CHF |
132.24 30.04.24 |
2.38% | 4.78% | -1.33% | 0.94% | 0.42% |
|
|
| Swisscanto Invest | Swisscanto (CH) Vorsorge Fonds 45 Passiv VT | BVV2-OPP2 | CH0133721081 | dynamic | 50% | CHF |
172.44 30.04.24 |
4.26% | 5.97% | -0.35% | 2.55% | 0.42% |
|
|
| Swisscanto Investment Foundation | ||||||||||||||
| Swisscanto Investment Foundation | Swisscanto BVG 3 Index 45 RT | BVV2-OPP2 | CH0238046459 | dynamic | 50% | CHF |
170.86 30.04.24 |
4.58% | 7.87% | 0.45% | 2.55% | 0.40% |
|
|
| Swisscanto Investment Foundation | Swisscanto BVG 3 Responsible Portfolio 15 RT | BVV2-OPP2 | CH0238051954 | conservative | 25% | CHF |
205.63 30.04.24 |
0.83% | 3.78% | -0.98% | 0.38% | 0.57% |
|
|
| Swisscanto Investment Foundation | Swisscanto BVG 3 Responsible Portfolio 25 RT | BVV2-OPP2 | CH0238052705 | balanced | 35% | CHF |
216.88 30.04.24 |
1.77% | 3.71% | -0.15% | 1.53% | 0.61% |
|
|
| Swisscanto Investment Foundation | Swisscanto BVG 3 Responsible Portfolio 45 RT | BVV2-OPP2 | CH0238052978 | dynamic | 50% | CHF |
286.04 30.04.24 |
3.94% | 5.43% | 0.99% | 3.02% | 0.65% |
|
|
| Swisscanto Investment Foundation | Swisscanto BVG 3 Sustainable Portfolio 45 RT | BVV2-OPP2 | CH0238047721 | dynamic | 50% | CHF |
196.35 30.04.24 |
4.66% | 7.63% | 0.07% | 2.53% | 0.73% |
|
|
| UBS Investment Foundation | ||||||||||||||
| UBS Investment Foundation | UBS AST BVG-25 Aktiv Plus I-A1 | BVV2-OPP2 | CH0117637667 | balanced | 35% | CHF |
2'118.42 30.04.24 |
2.58% | 4.84% | -0.97% | 0.77% | 0.70% |
|
|
| UBS Investment Foundation | UBS AST BVG-25 Indexiert (hedged in CHF) I-A1 | BVV2-OPP2 | CH0117644150 | conservative | 25% | CHF |
1'388.68 30.04.24 |
1.38% | 4.26% | -0.80% | 0.79% | 0.30% |
|
|
| UBS Investment Foundation | UBS AST BVG-40 Aktiv Plus I-A1 | BVV2-OPP2 | CH0117638673 | dynamic | 50% | CHF |
2'095.73 30.04.24 |
3.30% | 5.48% | -0.70% | 1.56% | 0.76% |
|
|
| UBS Investment Foundation | UBS AST BVG-40 Indexiert (hedged in CHF) I-A1 | BVV2-OPP2 | CH0274003463 | balanced | 40% | CHF |
1'583.64 30.04.24 |
2.15% | 5.08% | -0.32% | 1.83% | 0.30% |
|
|
| Valiant Bank | ||||||||||||||
| Valiant Bank | VF (CH) - Valiant Helvétique Konservativ V | BVV2-OPP2 | CH0113932153 | dynamic | 50% | CHF |
113.81 30.04.24 |
1.61% | 4.00% | -0.67% | 1.10% | 0.84% |
|
|
| Vontobel Asset Management | ||||||||||||||
| Vontobel Asset Management | Vontobel Fund (CH) Pension Invest Balanced NV | BVV2-OPP2 | CH0281018538 | dynamic | 50% | CHF |
120.27 30.04.24 |
3.02% | 5.01% | -1.54% | 1.10% | 0.69% |
|
|
| Vontobel Asset Management | Vontobel Fund (CH) Pension Invest Yield NV | BVV2-OPP2 | CH0281016656 | balanced | 35% | CHF |
105.22 30.04.24 |
0.97% | 2.47% | -3.18% | -0.68% | 0.77% |
|
|
| Winterthur Investment Foundation AWi | ||||||||||||||
| Winterthur Investment Foundation AWi | AWi BVG 25 andante | BVV2-OPP2 | CH0009004349 | balanced | 35% | CHF |
1'653.80 30.04.24 |
1.93% | 4.01% | -1.17% | 0.91% | 0.56% |
|
|
| Winterthur Investment Foundation AWi | AWi BVG 35 allegro | BVV2-OPP2 | CH0002875646 | dynamic | 45% | CHF |
2'393.95 30.04.24 |
2.79% | 4.84% | -0.69% | 1.62% | 0.54% |
|
|
| Winterthur Investment Foundation AWi | AWi BVG 45 vivace | BVV2-OPP2 | CH0009004505 | dynamic | 50% | CHF |
1'878.25 30.04.24 |
3.16% | 5.12% | -0.56% | 1.96% | 0.57% |
|
|
| Benchmark | ||||||||||||||
| Benchmark | Pictet LPP-60 Plus | Index | LPPI60 INDEX | dynamic | 45% | CHF |
2'121.49 |
5.39% | 9.89% | 0.98% | 3.69% | 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