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

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

CHF

16.4%

7.4

-8.0%

2 of 99

Synchrony LPP 40 B

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

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

CHF

13.8%

9.2

-10.6%

8 of 99

JSS GlobalSar Balanced CHF P CHF dist

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

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

CHF

11.9%

8.0

-9.7%

19 of 99

Cadmos-Balanced CHF B CHF Dis

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

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

CHF

10.8%

7.6

-8.8%

26 of 99

Anlagelösung Bank Cler Nh Ausgewog CHF B

CHF

10.7%

7.5

-8.8%

27 of 99

Institutional BVG/LPP - BVG/LPP 25 + B

CHF

10.6%

5.5

-6.4%

28 of 99

PARTISAN Strategie Fonds (CHF) S

CHF

10.6%

7.4

-8.4%

29 of 99

UBS (CH) Vitainvest - Swiss 50 Sus U

CHF

10.5%

7.7

-9.5%

30 of 99

Migros Bank (CH) Fds Sustainable 45 B

CHF

10.3%

6.7

-8.6%

31 of 99

Mirabaud (CH) - LPP 40+ Z Cap

CHF

10.1%

8.2

-11.0%

32 of 99

Migros Bank (CH) Fds 65 B

CHF

10.0%

10.4

-13.4%

33 of 99

CS Wealth Fds (CH)2-Portfoliofds Aus A

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

CHF

9.3%

9.1

-11.6%

38 of 99

Anlagelösung Bank Cler Ausgewogen CHF B

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

CHF

8.9%

8.4

-11.4%

41 of 99

BKB Anlagelösung Ausgewogen CHF B

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

CHF

8.7%

7.5

-9.7%

44 of 99

Vontobel (CH) Pension Inv Bal NV

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

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

CHF

8.3%

7.1

-9.2%

49 of 99

TKB Vermögensverwaltung Ausgewog CHF A

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

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

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

CHF

7.7%

7.6

-10.4%

55 of 99

VF (CH) - Valiant Helvétique Ausgewog PD

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

CHF

7.6%

7.7

-10.3%

59 of 99

Pictet-Piclife P CHF

CHF

7.5%

7.0

-9.3%

60 of 99

SLF (CH) Portolio Global Balanced CHF A1

CHF

7.5%

8.0

-10.6%

61 of 99

VP Bank Strategy Fund Balanced CHF B

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

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

CHF

6.3%

8.0

-11.1%

67 of 99

Migros Bank (Lux) Fonds 50 B

CHF

6.1%

8.1

-11.1%

68 of 99

SWC (CH) PF Responsible Balance AA CHF

CHF

6.1%

8.3

-10.6%

69 of 99

MFM Asset Allocation Andante RF-CHF

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)

CHF

5.6%

10.8

-13.9%

72 of 99

CS (Lux) Portfolio Balanced CHF B

CHF

5.5%

9.2

-12.5%

73 of 99

SGKB (CH) Strategie Ausgewogen A

CHF

5.1%

9.7

-13.0%

74 of 99

UBS (CH) Strategy Fund Balanced (CHF) P

CHF

4.8%

10.5

-15.3%

75 of 99

SWC (LU) PF Resp Balance (CHF) AA

CHF

4.6%

8.2

-11.3%

76 of 99

Bordier - Prévoyance Individuelle 40 R

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

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

CHF

4.2%

8.6

-11.9%

81 of 99

BCV Stratégie Equipondéré

CHF

4.2%

8.0

-11.2%

82 of 99

UBS (Lux) SF Balanced (CHF) P-acc

CHF

4.1%

10.4

-15.3%

83 of 99

MFM Asset Allocation Adagio RF-CHF

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)

CHF

3.1%

7.6

-10.4%

86 of 99

BFI (Lux) Progress CHF R

CHF

2.9%

9.6

-13.8%

87 of 99

BCV (LUX) Strategy Balanced (CHF)

CHF

2.6%

8.6

-11.7%

88 of 99

AXA (CH) Strategy Fund - Portfolio 40 A

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

CHF

1.7%

9.3

-14.2%

90 of 99

PRISMA Sharp Portfolio II

CHF

1.7%

9.0

-14.8%

92 of 99

CS (CH) Int & Div Focus Balanced CHF A

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)

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

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

AKB Portfoliofonds- AKB Ausgewogen CHF A

AKB Portfoliofonds- AKB Vrsg 45 CHF VT

BCF/FKB (CH) Funds Active Bal (CHF) A

BCV Actif Balancé (CHF)

BCV Stratégie Equipondéré ESG Impact

BLKB Next Generation Fd Vorsorge Blnc B

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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