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| Provider | Title | Investment category | ISIN | Investment profile | Equities max % | CCY | NAV | YTD | 1Y | 3Y | 5Y | TER | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Winterthur Investment Foundation AWi | AWi BVG 25 andante | BVV2-OPP2 | CH0009004349 | balanced | 35% | CHF |
1'681.67 12.06.24 |
3.35% | 5.36% | -1.13% | 1.15% | 0.56% |
|
|
| Winterthur Investment Foundation AWi | AWi BVG 35 allegro | BVV2-OPP2 | CH0002875646 | dynamic | 45% | CHF |
2'445.46 12.06.24 |
4.69% | 6.49% | -0.59% | 1.95% | 0.54% |
|
|
| Winterthur Investment Foundation AWi | AWi BVG 45 vivace | BVV2-OPP2 | CH0009004505 | dynamic | 50% | CHF |
1'923.91 12.06.24 |
5.33% | 6.95% | -0.38% | 2.37% | 0.57% |
|
|
| AXA Investment Managers | AXA Swiss Institutional Fund - Multi Asset Plus 1 | BVV2-OPP2 | CH0105340019 | dynamic | 49% | CHF |
1'449.48 12.06.24 |
5.95% | 7.42% | 0.16% | 2.29% | 0.54% |
|
|
| Bâloise Investment Foundation | BAP BVG-Mix 15 Plus R | BVV2-OPP2 | CH0124249597 | conservative | 22% | CHF |
140.97 12.06.24 |
2.23% | 4.85% | -1.09% | -0.13% | 0.81% |
|
|
| Bâloise Investment Foundation | BAP BVG-Mix 25 Plus R | BVV2-OPP2 | CH0124249662 | balanced | 35% | CHF |
168.02 12.06.24 |
3.54% | 5.66% | -0.72% | 0.70% | 0.81% |
|
|
| Bâloise Investment Foundation | BAP BVG-Mix 40 Plus R | BVV2-OPP2 | CH0124249738 | dynamic | 50% | CHF |
223.07 12.06.24 |
5.27% | 6.69% | -0.14% | 1.82% | 0.83% |
|
|
| BCV Asset Management | BCV Pension 25 BP | BVV2-OPP2 | CH0295060443 | balanced | 35% | CHF |
139.24 12.06.24 |
3.17% | 5.81% | -1.34% | 0.87% | 0.55% |
|
|
| BCV Asset Management | BCV Pension 40 BP | BVV2-OPP2 | CH0295060500 | dynamic | 50% | CHF |
159.34 12.06.24 |
5.28% | 7.36% | -0.56% | 0.69% |
|
||
| Credit Suisse Asset Management | CS (CH) Privilege 45 EA | BVV2-OPP2 | CH0482324255 | dynamic | 50% | CHF |
1'074.56 12.06.24 |
5.89% | 6.53% | -0.02% | 0.74% |
|
||
| Credit Suisse Investment Foundation | CSA 2 Mixta-BVG 25 | BVV2-OPP2 | CH0008879022 | balanced | 35% | CHF |
1'698.81 12.06.24 |
3.63% | 5.16% | -0.46% | 1.54% | 0.46% |
|
|
| Credit Suisse Investment Foundation | CSA 2 Mixta-BVG 25 Plus | BVV2-OPP2 | CH0112172850 | balanced | 35% | CHF |
1'509.38 12.06.24 |
3.57% | 5.18% | -0.29% | 2.20% | 0.66% |
|
|
| Credit Suisse Investment Foundation | CSA 2 Mixta-BVG 35 | BVV2-OPP2 | CH0008879048 | dynamic | 45% | CHF |
1'714.14 12.06.24 |
4.81% | 6.03% | -0.03% | 2.33% | 0.55% |
|
|
| Credit Suisse Investment Foundation | CSA 2 Mixta-BVG 45 | BVV2-OPP2 | CH0008879097 | dynamic | 50% | CHF |
1'814.09 12.06.24 |
6.12% | 7.02% | 0.35% | 3.03% | 0.59% |
|
|
| Credit Suisse Investment Foundation | CSA Mixta-BVG Basic I | BVV2-OPP2 | CH0015036608 | conservative | 0% | CHF |
1'471.39 12.06.24 |
0.58% | 2.64% | 0.28% | 0.81% | 0.48% |
|
|
| Credit Suisse Investment Foundation | CSA Mixta-BVG Index 45 I | BVV2-OPP2 | CH0112695736 | dynamic | 50% | CHF |
1'754.71 12.06.24 |
5.73% | 7.05% | -0.81% | 2.52% | 0.52% |
|
|
| Freigeist Asset Management | EQUINOX Mixed CHF I BVG* | BVV2-OPP2 | CH0297835297 | dynamic | 50% | CHF |
109.45 12.06.24 |
4.72% | 5.62% | 0.64% | 0.59% | 0.87% |
|
|
| GAM Investment Management | GAM Inst BVG/LPP 25 A1 | BVV2-OPP2 | CH0103625197 | balanced | 35% | CHF |
139.90 12.06.24 |
3.94% | 6.06% | -1.40% | 0.50% | 0.55% |
|
|
| GAM Investment Management | GAM Inst BVG/LPP 40 A1 | BVV2-OPP2 | CH0103625205 | dynamic | 50% | CHF |
168.16 12.06.24 |
6.34% | 8.00% | -0.06% | 2.22% | 0.43% |
|
|
| GAM Investment Management | GAM Inst CHF Domestic Bond A1 | BVV2-OPP2 | CH0103625189 | conservative | 0% | CHF |
115.52 12.06.24 |
-0.04% | 5.02% | -2.31% | -1.44% | 0.26% |
|
|
| Graubündner Kantonalbank | GKB (CH) Vorsorgefonds 25 V | BVV2-OPP2 | CH0423561395 | balanced | 35% | CHF |
108.98 12.06.24 |
3.44% | 5.64% | -1.55% | 0.68% |
|
||
| Graubündner Kantonalbank | GKB (CH) Vorsorgefonds 45 V | BVV2-OPP2 | CH0383837504 | dynamic | 50% | CHF |
116.04 12.06.24 |
6.36% | 7.86% | -0.50% | 2.93% | 0.81% |
|
|
| Helvetia Investment Foundation | Helvetia AST LOB-Mix | BVV2-OPP2 | CH0011768600 | balanced | 36% | CHF |
1'206.30 12.06.24 |
4.52% | 6.93% | 0.82% | 2.27% | 0.35% |
|
|
| IST Investment Foundation | IST Mixta Optima 15 II | BVV2-OPP2 | CH0029031298 | conservative | 20% | CHF |
1'573.15 12.06.24 |
2.08% | 3.77% | -0.95% | 0.85% | 0.47% |
|
|
| IST Investment Foundation | IST Mixta Optima 25 II | BVV2-OPP2 | CH0029031371 | balanced | 31% | CHF |
2'911.97 12.06.24 |
3.19% | 4.19% | -0.38% | 1.74% | 0.54% |
|
|
| IST Investment Foundation | IST Mixta Optima 35 II | BVV2-OPP2 | CH0029031470 | dynamic | 45% | CHF |
1'897.51 12.06.24 |
4.09% | 4.81% | -0.32% | 2.11% | 0.53% |
|
|
| LGT Capital Partners | LGT Alpha Indexing Fund (CHF) I1 | BVV2-OPP2 | LI0101103005 | dynamic | 50% | CHF |
1'605.40 12.06.24 |
3.46% | 4.99% | -3.19% | 0.63% | 0.86% |
|
|
| LUKB Expert Fondsleitung | LUKB Expert-Vorsorge 25 | BVV2-OPP2 | CH0352060427 | balanced | 35% | CHF |
110.90 12.06.24 |
3.43% | 6.19% | -0.24% | 2.03% | 0.52% |
|
|
| LUKB Expert Fondsleitung | LUKB Expert-Vorsorge 45 | BVV2-OPP2 | CH0004055171 | dynamic | 50% | CHF |
178.00 12.06.24 |
5.70% | 8.77% | 1.22% | 4.14% | 0.60% |
|
|
| Parsumo Capital | PARstrategie nachhaltig 25 ESG Fonds | BVV2-OPP2 | CH0205879213 | balanced | 30% | CHF |
1'057.59 12.06.24 |
2.65% | 4.02% | -1.87% | -0.43% | 0.50% |
|
|
| Pictet Asset Management | Pictet CH-LPP 25 I | BVV2-OPP2 | CH0016431667 | balanced | 30% | CHF |
1'234.16 12.06.24 |
4.26% | 6.88% | -2.20% | 0.04% | 0.44% |
|
|
| Pictet Asset Management | Pictet CH-LPP 40 I | BVV2-OPP2 | CH0016431691 | dynamic | 45% | CHF |
1'465.73 12.06.24 |
5.68% | 8.46% | -1.36% | 1.46% | 0.56% |
|
|
| Reichmuth & Co | Reichmuth Alpin Classic S | BVV2-OPP2 | CH0238867870 | dynamic | 50% | CHF |
1'101.55 12.06.24 |
4.57% | 5.14% | -1.97% | 1.22% | 0.83% |
|
|
| J. Safra Sarasin Investment Foundation | SAST BVG-Ertrag A | BVV2-OPP2 | CH0024556893 | conservative | 20% | CHF |
1'295.00 12.06.24 |
1.01% | 1.81% | -3.16% | -0.40% | 0.94% |
|
|
| J. Safra Sarasin Investment Foundation | SAST BVG-Nachhaltigkeit A | BVV2-OPP2 | CH0010168620 | dynamic | 50% | CHF |
1'720.00 12.06.24 |
4.12% | 4.62% | -1.52% | 1.83% | 0.77% |
|
|
| J. Safra Sarasin Investment Foundation | SAST BVG-Nachhaltigkeit Rendite A | BVV2-OPP2 | CH0035437919 | balanced | 30% | CHF |
1'415.00 12.06.24 |
2.31% | 3.28% | -2.44% | 0.44% | 0.66% |
|
|
| J. Safra Sarasin Investment Foundation | SAST BVG-Rendite A | BVV2-OPP2 | CH0010168596 | balanced | 30% | CHF |
1'518.00 12.06.24 |
1.95% | 2.43% | -2.74% | 0.41% | 1.00% |
|
|
| J. Safra Sarasin Investment Foundation | SAST BVG-Wachstum A | BVV2-OPP2 | CH0002874011 | balanced | 40% | CHF |
2'200.00 12.06.24 |
3.24% | 3.19% | -2.24% | 1.27% | 1.09% |
|
|
| J. Safra Sarasin Investment Foundation | SAST BVG-Zukunft A | BVV2-OPP2 | CH0024557313 | dynamic | 50% | CHF |
1'584.00 12.06.24 |
4.28% | 4.35% | -1.49% | 2.29% | 1.10% |
|
|
| Swiss Life Investment Foundation | Swiss Life BVG-Mix 15 | BVV2-OPP2 | CH0015649657 | conservative | 20% | CHF |
172.74 12.06.24 |
2.04% | 3.91% | -0.33% | 1.27% | 0.58% |
|
|
| Swiss Life Investment Foundation | Swiss Life BVG-Mix 25 | BVV2-OPP2 | CH0012456015 | balanced | 35% | CHF |
196.60 12.06.24 |
3.34% | 5.10% | -0.26% | 1.79% | 0.58% |
|
|
| Swiss Life Investment Foundation | Swiss Life BVG-Mix 35 | BVV2-OPP2 | CH0012456064 | dynamic | 45% | CHF |
209.86 12.06.24 |
4.65% | 6.11% | 0.16% | 2.53% | 0.60% |
|
|
| Swiss Life Investment Foundation | Swiss Life BVG-Mix 45 | BVV2-OPP2 | CH0012456072 | dynamic | 50% | CHF |
220.13 12.06.24 |
5.97% | 7.15% | 0.47% | 3.20% | 0.62% |
|
|
| Swisscanto Invest | Swisscanto (CH) Vorsorge Fonds 25 Passiv VT | BVV2-OPP2 | CH0133721065 | balanced | 30% | CHF |
133.30 12.06.24 |
3.20% | 5.59% | -1.61% | 1.07% | 0.42% |
|
|
| Swisscanto Invest | Swisscanto (CH) Vorsorge Fonds 45 Passiv VT | BVV2-OPP2 | CH0133721081 | dynamic | 50% | CHF |
175.27 12.06.24 |
5.97% | 7.00% | -0.55% | 3.04% | 0.42% |
|
|
| Swisscanto Investment Foundation | Swisscanto BVG 3 Index 45 RT | BVV2-OPP2 | CH0238046459 | dynamic | 50% | CHF |
174.06 12.06.24 |
6.54% | 8.57% | 0.52% | 2.94% | 0.40% |
|
|
| Swisscanto Investment Foundation | Swisscanto BVG 3 Responsible Portfolio 15 RT | BVV2-OPP2 | CH0238051954 | conservative | 25% | CHF |
207.01 12.06.24 |
1.51% | 4.36% | -1.05% | 0.35% | 0.57% |
|
|
| Swisscanto Investment Foundation | Swisscanto BVG 3 Responsible Portfolio 25 RT | BVV2-OPP2 | CH0238052705 | balanced | 35% | CHF |
219.03 12.06.24 |
2.78% | 4.57% | -0.33% | 1.60% | 0.61% |
|
|
| Swisscanto Investment Foundation | Swisscanto BVG 3 Responsible Portfolio 45 RT | BVV2-OPP2 | CH0238052978 | dynamic | 50% | CHF |
292.46 12.06.24 |
6.27% | 7.15% | 1.04% | 3.49% | 0.65% |
|
|
| Swisscanto Investment Foundation | Swisscanto BVG 3 Sustainable Portfolio 45 RT | BVV2-OPP2 | CH0238047721 | dynamic | 50% | CHF |
201.41 12.06.24 |
7.36% | 8.58% | 0.68% | 3.19% | 0.73% |
|
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| 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% | ||||||
| UBS Investment Foundation | UBS AST 2 BVG-25 Aktiv Plus I-A2 | BVV2-OPP2 | CH0117638095 | balanced | 35% | CHF |
1'075.61 12.06.24 |
3.27% | 4.74% | 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 |
1'113.50 12.06.24 |
2.61% | 5.29% | 0.22% |
|
|||
| UBS Investment Foundation | UBS AST 2 BVG-40 Aktiv Plus I-A2 | BVV2-OPP2 | CH0117638723 | dynamic | 50% | CHF |
1'093.02 12.06.24 |
4.60% | 5.73% | 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 |
1'149.29 12.06.24 |
4.22% | 6.82% | 0.16% |
|
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| Valiant Bank | VF (CH) - Valiant Helvétique Konservativ V | BVV2-OPP2 | CH0113932153 | dynamic | 50% | CHF |
115.20 12.06.24 |
2.85% | 4.98% | -0.82% | 1.30% | 0.84% |
|
|
| Vontobel Asset Management | Vontobel Fund (CH) Pension Invest Balanced NV | BVV2-OPP2 | CH0281018538 | dynamic | 50% | CHF |
122.48 12.06.24 |
4.92% | 6.32% | -1.57% | 1.45% | 0.69% |
|
|
| Vontobel Asset Management | Vontobel Fund (CH) Pension Invest Yield NV | BVV2-OPP2 | CH0281016656 | balanced | 35% | CHF |
106.26 12.06.24 |
1.97% | 3.45% | -3.34% | -0.56% | 0.77% |
|
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| Benchmark | Pictet LPP-60 Plus | Index | LPPI60 INDEX | dynamic | 45% | CHF |
2'164.56 |
7.53% | 10.77% | 0.85% | 4.31% | 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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