Mixed Assets - Balanced CHF | Mixed Assets | Fund & Fund Manager League Table

Showing fund managers & funds available in Switzerland. View fund & fund manager rankings globally

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Funds & Fund Managers

All calculations in CHF, unless stated

over :

Average Total Return : 7.8% (31 December 2017 - 31 December 2020)
		Currency	Total Return	Standard Deviation	Max Drawdown
1 of 99	Synchrony LPP 40 SRI B Jules Munier	CHF	16.4%	7.4	-8.0%
2 of 99	Synchrony LPP 40 B Jules Munier	CHF	16.3%	7.4	-8.3%
3 of 99	Avadis SICAV Strategie Wachstum CHF A	CHF	15.8%	10.5	-13.3%
4 of 99	SWC (LU) PF Sust Balanced AA Gerhard Wagner	CHF	15.0%	9.9	-12.0%
5 of 99	World Diversity Symphony Fund CHF	CHF	14.7%	19.0	-24.1%
6 of 99	MobiFonds Select 60 3A	CHF	13.9%	6.2	-7.8%
7 of 99	Migros Bank (CH) Fds Sustainable 65 B Benjamin Gränicher	CHF	13.8%	9.2	-10.6%
8 of 99	JSS GlobalSar Balanced CHF P CHF dist Henning Meyer	CHF	13.8%	8.5	-10.4%
9 of 99	RFINANZ Strategy Balanced CHF R	CHF	13.6%	12.0	-16.2%
10 of 99	SWC AST BVG Resp Portf 45 WT DT CHF	CHF	13.0%	6.5	-7.7%
11 of 99	LUKB Expert-Vorsorge 45	CHF	13.0%	8.6	-11.3%
12 of 99	SAST BVG-Zukunft A	CHF	12.5%	8.1	-9.9%
13 of 99	BCV PENSION 40 AP Fernando Martins Da Silva	CHF	12.5%	7.8	-10.3%
14 of 99	SL BVG-Mix 45	CHF	12.4%	7.3	-9.1%
15 of 99	ZugerKB Strategie Ausgewogen CHF B	CHF	12.2%	7.9	-8.6%
15 of 99	Avadis SICAV Strategie Basis CHF A	CHF	12.2%	7.8	-10.4%
17 of 99	Vaudoise Umbrella Fund - Balanced N	CHF	12.0%	8.9	-12.0%
18 of 99	Institutional BVG/LPP - BVG/LPP 40 + B Andrea Quapp	CHF	11.9%	8.0	-9.7%
19 of 99	Cadmos-Balanced CHF B CHF Dis Jean-Pierre Banzet	CHF	11.8%	9.4	-12.1%
20 of 99	SAST BVG Nachhaltigkeit A	CHF	11.6%	7.2	-9.0%
21 of 99	SZKB Ethikfonds Ausgewogen A	CHF	11.1%	7.0	-8.5%
22 of 99	AWi BVG 45 vivace	CHF	11.1%	7.4	-9.9%
23 of 99	GAM Institutional - BVG/LPP 40 Fund B2 Mark Eggler	CHF	11.0%	7.2	-9.8%
24 of 99	BEKB Strategiefonds Nachhaltig 60 Vors B	CHF	10.9%	9.2	-11.4%
25 of 99	BKB Anlagelösung Nachhalt Ausgewog CHF B Sandro Merino Patrick Schürmann	CHF	10.8%	7.6	-8.8%
26 of 99	Anlagelösung Bank Cler Nh Ausgewog CHF B Sandro Merino Patrick Schürmann	CHF	10.7%	7.5	-8.8%
27 of 99	Institutional BVG/LPP - BVG/LPP 25 + B Andrea Quapp	CHF	10.6%	5.5	-6.4%
28 of 99	PARTISAN Strategie Fonds (CHF) S Felix Enderle	CHF	10.6%	7.4	-8.4%
29 of 99	UBS (CH) Vitainvest - Swiss 50 Sus U Vincent Duval	CHF	10.5%	7.7	-9.5%
30 of 99	Migros Bank (CH) Fds Sustainable 45 B Benjamin Gränicher	CHF	10.3%	6.7	-8.6%
31 of 99	Mirabaud (CH) - LPP 40+ Z Cap André Zeder Daniele Masciarelli	CHF	10.1%	8.2	-11.0%
32 of 99	Migros Bank (CH) Fds 65 B Benjamin Gränicher	CHF	10.0%	10.4	-13.4%
33 of 99	CS Wealth Fds (CH)2-Portfoliofds Aus A Peter Cadosch Michael Holliger	CHF	10.0%	8.6	-10.9%
34 of 99	ZAST Profil Ausgewogen	CHF	9.8%	6.0	-8.2%
35 of 99	ZAST Profil Defensiv	CHF	9.4%	4.8	-6.7%
36 of 99	Zurich Invest II Target Inv 45 CHF B	CHF	9.4%	8.2	-10.7%
37 of 99	UBS (CH) Vitainvest - World 50 Sus U Vincent Duval	CHF	9.3%	9.1	-11.6%
38 of 99	Anlagelösung Bank Cler Ausgewogen CHF B Bernd Weeber Sandro Merino Kenan Oemeroglu	CHF	9.2%	8.0	-9.2%
39 of 99	Zurich Invest II Target Inv 35 CHF B	CHF	9.0%	7.1	-9.6%
40 of 99	UBS (CH) Suisse - 45 (CHF) P-dist Sebastian Richner	CHF	8.9%	8.4	-11.4%
41 of 99	BKB Anlagelösung Ausgewogen CHF B Sandro Merino Kenan Oemeroglu	CHF	8.9%	8.0	-9.2%
42 of 99	Fonds Durable Équilibré P	CHF	8.9%	7.9	-9.8%
43 of 99	EFG Life Invest 40 R Marco Campana Ronald Ogna	CHF	8.7%	7.5	-9.7%
44 of 99	Vontobel (CH) Pension Inv Bal NV Andreas Bentzen	CHF	8.5%	7.4	-9.7%
45 of 99	UBS AST BVG-40 Aktiv Plus I-A1	CHF	8.5%	7.2	-9.7%
46 of 99	Fortuna Multi Index 40 Andreas Resch	CHF	8.4%	6.1	-7.6%
47 of 99	UBS AST 2 BVG-40 Active Plus I-A1	CHF	8.4%	7.3	-9.7%
48 of 99	SWC (CH) PF Resp Switzerland 45 AA CHF Reto Niggli	CHF	8.3%	7.1	-9.2%
49 of 99	TKB Vermögensverwaltung Ausgewog CHF A Marco Iacopetta Stephan Müggler	CHF	8.1%	7.8	-9.8%
50 of 99	Helvetia AST BVG-Mix Plus 30	CHF	8.1%	6.5	-8.8%
51 of 99	CS (CH) Privilege 45 CHF A Robin Gottschalk Gerda Pfeiffer Alexander Gehrig	CHF	8.0%	7.3	-9.6%
52 of 99	BEKB Strategiefonds Nachhaltig CH 40 V B	CHF	8.0%	5.7	-7.6%
53 of 99	MFM Asset Allocation Allegro RF-CHF Frank Crittin Serge Fournier	CHF	8.0%	10.2	-13.3%
54 of 99	BEKB Strategiefonds Nachhaltig 40 Vors B	CHF	7.9%	6.7	-8.9%
55 of 99	Raiffeisen Pension Invest Futura Bal A Andreas Bentzen	CHF	7.7%	7.6	-10.4%
55 of 99	VF (CH) - Valiant Helvétique Ausgewog PD Gilles Bey Michael Müller	CHF	7.7%	7.8	-10.3%
57 of 99	LO Selection Global Balanced 45 CHF ID	CHF	7.7%	8.4	-11.9%
58 of 99	Migros Bank (CH) Fds 45 B Benjamin Gränicher	CHF	7.6%	7.7	-10.3%
59 of 99	Pictet-Piclife P CHF Eric Rosset Muriel Bise	CHF	7.5%	7.0	-9.3%
60 of 99	SLF (CH) Portolio Global Balanced CHF A1 Andreas Baidinger	CHF	7.5%	8.0	-10.6%
61 of 99	VP Bank Strategy Fund Balanced CHF B Holger Schulz	CHF	7.3%	8.2	-10.5%
62 of 99	JB Strategy Balanced CHF B	CHF	6.9%	9.0	-11.4%
63 of 99	PostFinance Fonds 4	CHF	6.8%	9.0	-11.9%
64 of 99	LO Funds (CH) Balanced Alloc (CHF) P D Cyril Caillault Paul Bésanger	CHF	6.6%	9.2	-12.3%
65 of 99	BLKB Next Generation Fund Balanced A	CHF	6.4%	7.4	-9.6%
66 of 99	GKB (CH) Vorsorgefonds 45 ESG A Roger Mathis	CHF	6.3%	8.0	-11.1%
67 of 99	Migros Bank (Lux) Fonds 50 B Benjamin Gränicher	CHF	6.1%	8.1	-11.1%
68 of 99	SWC (CH) PF Responsible Balance AA CHF Cyrill Staubli	CHF	6.1%	8.3	-10.6%
69 of 99	MFM Asset Allocation Andante RF-CHF Frank Crittin Serge Fournier	CHF	6.0%	8.3	-11.0%
70 of 99	LUKB Expert-Zuwachs	CHF	5.7%	8.8	-12.4%
71 of 99	Synchrony (CH) Dynamic (CHF) Axel Moser	CHF	5.6%	10.8	-13.9%
72 of 99	CS (Lux) Portfolio Balanced CHF B Urs Hiller Gerda Pfeiffer	CHF	5.5%	9.2	-12.5%
73 of 99	SGKB (CH) Strategie Ausgewogen A Karl Keller	CHF	5.1%	9.7	-13.0%
74 of 99	UBS (CH) Strategy Fund Balanced (CHF) P Roland Kramer	CHF	4.8%	10.5	-15.3%
75 of 99	SWC (LU) PF Resp Balance (CHF) AA Reto Niggli	CHF	4.6%	8.2	-11.3%
76 of 99	Bordier - Prévoyance Individuelle 40 R René Mozer	CHF	4.4%	7.1	-9.9%
77 of 99	SWC BVG 3 Resp Dynamic 0-50 VT CHF	CHF	4.4%	6.3	-9.4%
78 of 99	CS (Lux) Systematic Index Balanced CHF B Christopher Schütz Sacha Widin	CHF	4.4%	9.9	-14.9%
79 of 99	DSC Asset Allocation Fund A	CHF	4.4%	11.8	-15.1%
80 of 99	Clientis Fonds (CH) - Balanced A Andrea Quapp Sandra Wolfensberger	CHF	4.2%	8.6	-11.9%
81 of 99	BCV Stratégie Equipondéré Fernando Martins Da Silva	CHF	4.2%	8.0	-11.2%
82 of 99	UBS (Lux) SF Balanced (CHF) P-acc Roland Kramer	CHF	4.1%	10.4	-15.3%
83 of 99	MFM Asset Allocation Adagio RF-CHF Frank Crittin Serge Fournier	CHF	4.0%	6.3	-8.6%
84 of 99	Bonhôte Asymétrique Global (CHF) B	CHF	3.5%	5.4	-8.9%
85 of 99	Synchrony (CH) Balanced (CHF) Axel Moser	CHF	3.1%	7.6	-10.4%
86 of 99	BFI (Lux) Progress CHF R Daniel Kuenzi	CHF	2.9%	9.6	-13.8%
87 of 99	BCV (LUX) Strategy Balanced (CHF) Fernando Martins Da Silva	CHF	2.6%	8.6	-11.7%
88 of 99	AXA (CH) Strategy Fund - Portfolio 40 A Arnaud At	CHF	2.1%	5.9	-7.2%
89 of 99	BLKB iQ Fund (CH) Swiss Dynm Allo B CHF	CHF	2.0%	6.7	-8.7%
90 of 99	UBS (Lux) SXS Balanced (CHF) P-acc Sebastian Richner	CHF	1.7%	9.3	-14.2%
90 of 99	PRISMA Sharp Portfolio II Jérôme Chagneau	CHF	1.7%	9.0	-14.8%
92 of 99	CS (CH) Int & Div Focus Balanced CHF A Christopher Schütz Sacha Widin	CHF	1.0%	11.6	-17.3%
93 of 99	Volksbank Strategiefonds-Ausgewogen EUR	CHF	0.7%	11.3	-17.8%
94 of 99	LLB Strategie Ausgewogen (CHF) Manfred Jakob René Hensel	CHF	0.1%	8.6	-12.1%
95 of 99	FORTUNA Europe Balanced Fund CHF	CHF	0.1%	5.9	-10.1%
96 of 99	CIC CH Strategy Glb CHF B Carl Münzer	CHF	-0.9%	9.2	-13.2%
97 of 99	PARSUMO - PARtact Dynamic Strategy Fund	CHF	-3.4%	7.6	-10.9%
98 of 99	Swiss Fund Management - Vorsorgefonds V	CHF	-9.9%	9.3	-19.7%
99 of 99	Bonhôte Strategies - Monde CHF	CHF	-12.9%	12.8	-23.1%
Funds with less than 36 months history are below. View 1 month performance
	ABS LIVING VALUES - BALANCED FUND R Patrick Brühwiler Bruno Sonderegger
	AKB Portfoliofonds- AKB Ausgewogen CHF A
	AKB Portfoliofonds- AKB Vrsg 45 CHF VT Sascha Haudenschild
	BCF/FKB (CH) Funds Active Bal (CHF) A
	BCV Actif Balancé (CHF) Fernando Martins Da Silva
	BCV Stratégie Equipondéré ESG Impact Fernando Martins Da Silva
	BLKB Next Generation Fd Vorsorge Blnc B Henrik Grethe
	Convergence Bonhôte Impact I EUR Acc
	CSA 2 Mixta-BVG Index 35 E
	CSA 2 Mixta-BVG Index 45 E
	Helvetia Allegra 50 H1
	Helvetica Global Strategy Fd Balanced B
	Lemania Pension Fund - Pleion Flex I
	LO Prévoyance My Private Pension Med Z
	Mix 45 (nicht BVV2 konform)
	Profil Dynamisch (nicht BVV2 konform)
	Prudens Core Satellite Fund CHF
	Raiffeisen Fonds II Glb Invst Bal A
	RESCAD Funds-Balanced - CHF
	SWC (CH) IPF IV Resp PF 45 ASTT BVG CHF
	Variopartner (CH) II IFS BVG Bal I CHF

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).

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Funds & Fund Managers

16.4%

7.4

-8.0%

16.3%

7.4

-8.3%

15.8%

10.5

-13.3%

15.0%

9.9

-12.0%

14.7%

19.0

-24.1%

13.9%

6.2

-7.8%

13.8%

9.2

-10.6%

13.8%

8.5

-10.4%

13.6%

12.0

-16.2%

13.0%

6.5

-7.7%

13.0%

8.6

-11.3%

12.5%

8.1

-9.9%

12.5%

7.8

-10.3%

12.4%

7.3

-9.1%

12.2%

7.9

-8.6%

12.2%

7.8

-10.4%

12.0%

8.9

-12.0%

11.9%

8.0

-9.7%

11.8%

9.4

-12.1%

11.6%

7.2

-9.0%

11.1%

7.0

-8.5%

11.1%

7.4

-9.9%

11.0%

7.2

-9.8%

10.9%

9.2

-11.4%

10.8%

7.6

-8.8%

10.7%

7.5

-8.8%