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Mixed Assets - Balanced CHF

101 Funds 60 Fund Managers 2 Rated Fund Managers

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

Citywire

For news and performance for funds and managers available

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Funds & Fund Managers

All calculations in CHF, unless stated

over :

Average Manager Total Return : 0.4% (30 September 2017 - 30 September 2018)
		Total Return
1 of 53	Patrick Schürmann BKB Anlagelsung - Nachhaltig Ausgewogen (CHF) B Anlagelsung BankCler-Nachhaltig Ausgewogen(CHF)B	2.8%
2 of 53	Daniele Masciarelli MIRABAUD (CH)-LPP 40+-Z	2.8%
2 of 53	André Zeder MIRABAUD (CH)-LPP 40+-Z	2.8%
4 of 53	Axel Moser Synchrony (CH) Balanced (CHF) Synchrony (CH) Dynamic (CHF)	2.7%
5 of 53	Sandro Merino BKB Anlagelsung - Ausgewogen (CHF) B BKB Anlagelsung - Nachhaltig Ausgewogen (CHF) B Anlagelsung Bank Cler - Ausgewogen (CHF) B Anlagelsung BankCler-Nachhaltig Ausgewogen(CHF)B	2.7%
6 of 53	Kenan Oemeroglu BKB Anlagelsung - Ausgewogen (CHF) B Anlagelsung Bank Cler - Ausgewogen (CHF) B	2.5%
7 of 53	Bernd Weeber Anlagelsung Bank Cler - Ausgewogen (CHF) B	2.4%
8 of 53	Jean-Pierre Banzet Cadmos - Balanced CHF B	2.4%
9 of 53	Karl Keller SGKB (CH) Fund - Strategie Ausgewogen A	2.1%
10 of 53	Robin Gottschalk Credit Suisse (CH) Privilege 45 CHF A	2.1%
10 of 53	Alexander Gehrig Credit Suisse (CH) Privilege 45 CHF A	2.1%
12 of 53	Benjamin Hampl Migros Bank (Lux) Fonds - 50 B Migros Bank (CH) Fonds - 45 B Migros Bank (CH) Fonds - Sustainable 45 B Migros Bank (CH) Fonds - 40 A Migros Bank (CH) Fonds - Sustainable 65 B Migros Bank (CH) Fonds - 65 B	1.9%
13 of 53	Fernando Martins Da Silva BCV Strategie Equipondere BCV (LUX) Strategy Balanced (CHF) BCV Pension 40 AP BCV Actif Balance (CHF)	1.7%
14 of 53	Peter Cadosch NAB Portfoliofonds Ausgewogen A	1.7%
15 of 53	Pierre Weiss Synchrony LPP 40 SRI B Synchrony LPP 40 B	1.6%
16 of 53	Andrea Quapp Institutional BVG/LPP - BVG/LPP 40 Plus B Institutional BVG/LPP - BVG/LPP 25 Plus B	1.6%
17 of 53	Eric Rosset Pictet-Piclife-S CHF	1.6%
17 of 53	Muriel Bise Pictet-Piclife-S CHF	1.6%
19 of 53	Gerhard Wagner SWC (LU) PF Sustainable Balanced AA	1.4%
20 of 53	Reto Niggli SWC (LU) PF Responsible Balance (CHF) AA SWC (CH) Portfolio Fund World 45 AA CHF	1.4%
21 of 53	Roger Lewis SWC (CH) Vorsorge Fonds 45 Passiv FA CHF	1.3%
22 of 53	Gerda Pfeiffer CS (CH) Sustainability Fund Balanced CHF B	1.2%
23 of 53	Vincent Duval UBS (CH) Vitainvest - 50 World U UBS (CH) Vitainvest - 40 World U UBS (CH) Vitainvest - 50 Swiss U	1.1%
24 of 53	Daniel Kuenzi Baloise F Invest (Lux) - BFI Progress (CHF) R	1.0%
25 of 53	Marko Dukic Swiss Life Funds (CH) Portfolio Gl Balanced (CHF)	0.9%
25 of 53	Tatjana Puhan Swiss Life Funds (CH) Portfolio Gl Balanced (CHF)	0.9%
27 of 53	Felix Enderle PARTISAN Strategie Fonds (CHF) S	0.8%
28 of 53	Arnaud At AXA (CH) Strategy Fund-Portfolio 40 A	0.7%
29 of 53	Christopher Schütz CS (CH) Interest & Dividend Focus Balanced CHF A CS (Lux) IndexSelection Fund Balanced CHF B	0.5%
29 of 53	Sacha Widin CS (CH) Interest & Dividend Focus Balanced CHF A CS (Lux) IndexSelection Fund Balanced CHF B	0.5%
31 of 53	Urs Hiller CS (Lux) Portfolio Fund Balanced CHF B	0.4%
31 of 53	Gerhard Werginz CS (Lux) Portfolio Fund Balanced CHF B	0.4%
33 of 53	Cyrill Staubli SWC (CH) Portfolio Fund I - Balance AA CHF	0.4%
34 of 53	Paul Bésanger LO Funds (CH) - Balanced Allocation (CHF) P D LO Selection - The Balanced CHF MA	0.3%
35 of 53	Gregory Lenoir LO Selection - The Balanced CHF MA	0.2%
36 of 53	Karel Ehmann TKB Vermoegensverwaltung - Ausgewogen (CHF) A	0.2%
36 of 53	Stephan Müggler TKB Vermoegensverwaltung - Ausgewogen (CHF) A	0.2%
38 of 53	Frank Crittin MFM Asset Allocation Adagio Fund RF-CHF MFM Asset Allocation Andante FundRF-CHF MFM Asset Allocation Allegro Fund RF-CHF	0.0%
39 of 53	Patrick Schuchter Volksbank Strategiefonds - Ausgewogen EUR	0.0%
40 of 53	Michael Müller VF (CH) - Valiant Helvetique Ausgewogen PD	-0.1%
40 of 53	Gilles Bey VF (CH) - Valiant Helvetique Ausgewogen PD	-0.1%
42 of 53	Andreas Bentzen Raiffeisen Fonds - Global Invest Balanced B Raiffeisen Pension Invest Futura Balanced A Vontobel Fund (CH) - Pension Invest Balanced	-0.2%
43 of 53	David Palmer JSS GlobalSar - Balanced (CHF) P CHF dist	-0.2%
44 of 53	René Mozer Bordier-Prvoyance Individuelle 40 R	-0.2%
45 of 53	Sebastian Richner UBS (Lux) Strategy Xtra SIC-Balanced (CHF) P-acc UBS (CH) Suisse - 45 (CHF) P-dist	-0.3%
46 of 53	Roland Kramer UBS (CH) Strategy Fund - Balanced (CHF) P UBS (Lux) Strategy Fd - Balanced (CHF) P-acc	-0.4%
47 of 53	Marc Engel FORTUNA Multi INDEX 40	-0.5%
48 of 53	René Hensel LLB Strategie Ausgewogen (CHF)	-0.5%
48 of 53	Manfred Jakob LLB Strategie Ausgewogen (CHF)	-0.5%
50 of 53	Peter Steffen Raiffeisen Fonds - Global Invest Balanced B Helvetia - Mix 50 Portfolio (CHF) A Helvetia - Mix 30 Portfolio (CHF) I	-1.0%
51 of 53	Carl Münzer CIC CH Strategy (CHF) B	-1.7%
52 of 53	Marco Campana EFG Life Invest 40 A	-2.8%
53 of 53	Bernie Steiner World Invest Strategy Fund BalancedLIQ	-24.2%
Managers with less than 12 months history are below. View 1 month performance
	Cyril Caillault LO Funds (CH) - Balanced Allocation (CHF) P D
	Serge Fournier MFM Asset Allocation Adagio Fund RF-CHF MFM Asset Allocation Andante FundRF-CHF MFM Asset Allocation Allegro Fund RF-CHF
	Henrik Grethe BLKB Next Generation Fund Vorsorge Balanced B
	Reto Hintermann GAM Institutional - BVG/LPP 40 Fund A2
	Roger Mathis GKB (CH) Vorsorgefonds 45 V
	Andreas Resch FORTUNA Multi INDEX 40
	Holger Schulz VP Bank Strategy Fund Balanced CHF B

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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). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

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Funds & Fund Managers

Patrick Schürmann

2.8%

Daniele Masciarelli

2.8%

André Zeder

2.8%

Axel Moser

2.7%

Sandro Merino

2.7%

Kenan Oemeroglu

2.5%

Bernd Weeber

2.4%

Jean-Pierre Banzet

2.4%

Karl Keller

2.1%

Robin Gottschalk

2.1%

Alexander Gehrig

2.1%

Benjamin Hampl

1.9%

Fernando Martins Da Silva

1.7%

Peter Cadosch

1.7%

Pierre Weiss

1.6%

Andrea Quapp

1.6%

Eric Rosset

1.6%

Muriel Bise

1.6%

Gerhard Wagner

1.4%

Reto Niggli

1.4%

Roger Lewis

1.3%

Gerda Pfeiffer

1.2%

Vincent Duval

1.1%

Daniel Kuenzi

1.0%

Marko Dukic

0.9%

Tatjana Puhan

0.9%

Felix Enderle

0.8%

Arnaud At

0.7%

Christopher Schütz

0.5%

Sacha Widin

0.5%

Urs Hiller

0.4%

Gerhard Werginz

0.4%

Cyrill Staubli

0.4%

Paul Bésanger

0.3%

Gregory Lenoir

0.2%

Karel Ehmann

0.2%

Stephan Müggler

0.2%

Frank Crittin

0.0%

Patrick Schuchter

0.0%