Offerente Titolo   Categoria dell'investimento ISIN Profilo d’investitore Azioni max % MON   NAV   YTD   1 anno   3 anni   5 anni   TER  
Winterthur Anlagestiftung AWi AWi BVG 25 andante OPP 2 CH0009004349 equilibrato 35% CHF 1'713.93
19.09.24 		5.24% 7.73% -0.98% 1.10% 0.56%
Winterthur Anlagestiftung AWi AWi BVG 35 allegro OPP 2 CH0002875646 dinamico 45% CHF 2'484.74
19.09.24 		6.15% 8.40% -0.70% 1.80% 0.54%
Winterthur Anlagestiftung AWi AWi BVG 45 vivace OPP 2 CH0009004505 dinamico 50% CHF 1'952.10
19.09.24 		6.63% 8.73% -0.64% 2.16% 0.57%
AXA Investment Managers AXA Swiss Institutional Fund - Multi Asset Plus 1 OPP 2 CH0105340019 dinamico 49% CHF 1'481.79
19.09.24 		8.31% 11.37% 0.22% 2.30% 0.54%
Bâloise Anlagestiftung BAP BVG-Mix 15 Plus R OPP 2 CH0124249597 conservativo 22% CHF 144.02
19.09.24 		4.44% 7.09% -0.65% -0.07% 0.81%
Bâloise Anlagestiftung BAP BVG-Mix 25 Plus R OPP 2 CH0124249662 equilibrato 35% CHF 171.14
19.09.24 		5.47% 7.82% -0.52% 0.67% 0.81%
Bâloise Anlagestiftung BAP BVG-Mix 40 Plus R OPP 2 CH0124249738 dinamico 50% CHF 226.03
19.09.24 		6.67% 8.69% -0.29% 1.63% 0.83%
BCV Asset Management BCV Pension 25 BP OPP 2 CH0295060443 equilibrato 35% CHF 142.68
19.09.24 		5.72% 8.27% -0.86% 0.93% 0.55%
BCV Asset Management BCV Pension 40 BP OPP 2 CH0295060500 dinamico 50% CHF 162.45
19.09.24 		7.33% 9.55% -0.47% 2.20% 0.69%
Credit Suisse Asset Management CS (CH) Privilege 45 EA OPP 2 CH0482324255 dinamico 50% CHF 1'085.71
19.09.24 		6.99% 8.85% -0.11% 0.74%
Credit Suisse Anlagestiftung CSA 2 Mixta-BVG 25 OPP 2 CH0008879022 equilibrato 35% CHF 1'723.24
19.09.24 		5.12% 7.53% -0.56% 1.46% 0.46%
Credit Suisse Anlagestiftung CSA 2 Mixta-BVG 25 Plus OPP 2 CH0112172850 equilibrato 35% CHF 1'529.37
19.09.24 		4.94% 7.10% -0.42% 2.11% 0.66%
Credit Suisse Anlagestiftung CSA 2 Mixta-BVG 35 OPP 2 CH0008879048 dinamico 45% CHF 1'733.75
19.09.24 		6.01% 8.12% -0.29% 2.17% 0.55%
Credit Suisse Anlagestiftung CSA 2 Mixta-BVG 45 OPP 2 CH0008879097 dinamico 50% CHF 1'829.16
19.09.24 		7.00% 8.99% -0.11% 2.79% 0.59%
Credit Suisse Anlagestiftung CSA Mixta-BVG Basic I OPP 2 CH0015036608 conservativo 0% CHF 1'502.58
19.09.24 		2.72% 4.70% 0.82% 1.06% 0.48%
Credit Suisse Anlagestiftung CSA Mixta-BVG Index 45 I OPP 2 CH0112695736 dinamico 50% CHF 1'782.71
19.09.24 		7.42% 10.05% -1.00% 2.32% 0.52%
Freigeist Asset Management EQUINOX Mixed CHF I BVG* OPP 2 CH0297835297 dinamico 50% CHF 110.39
19.09.24 		5.62% 7.52% 0.64% 0.79% 0.87%
GAM Investment Management GAM Inst BVG/LPP 25 A1 OPP 2 CH0103625197 equilibrato 35% CHF 142.46
19.09.24 		5.84% 8.96% -1.24% 0.59% 0.55%
GAM Investment Management GAM Inst BVG/LPP 40 A1 OPP 2 CH0103625205 dinamico 50% CHF 170.93
19.09.24 		8.09% 11.29% -0.21% 2.21% 0.43%
GAM Investment Management GAM Inst CHF Domestic Bond A1 OPP 2 CH0103625189 conservativo 0% CHF 119.84
19.09.24 		3.69% 8.23% -0.99% -1.02% 0.26%
Graubündner Kantonalbank GKB (CH) Vorsorgefonds 25 V OPP 2 CH0423561395 equilibrato 35% CHF 111.32
19.09.24 		5.66% 9.00% -1.15% 1.16% 0.68%
Graubündner Kantonalbank GKB (CH) Vorsorgefonds 45 V OPP 2 CH0383837504 dinamico 50% CHF 117.39
19.09.24 		7.60% 10.70% -0.69% 2.74% 0.81%
Helvetia Anlagestiftung Helvetia AST BVG-Mix OPP 2 CH0011768600 equilibrato 36% CHF 1'225.65
19.09.24 		6.20% 8.68% 0.57% 2.13% 0.35%
IST Investmentstiftung IST Mixta Optima 15 II OPP 2 CH0029031298 conservativo 20% CHF 1'604.96
19.09.24 		4.14% 6.55% -0.61% 0.96% 0.47%
IST Investmentstiftung IST Mixta Optima 25 II OPP 2 CH0029031371 equilibrato 31% CHF 2'964.72
19.09.24 		5.06% 7.05% -0.21% 1.78% 0.54%
IST Investmentstiftung IST Mixta Optima 35 II OPP 2 CH0029031470 dinamico 45% CHF 1'930.69
19.09.24 		5.91% 7.88% -0.26% 2.11% 0.53%
LGT Capital Partners LGT Alpha Indexing Fund (CHF) I1 OPP 2 LI0101103005 dinamico 50% CHF 1'623.49
19.09.24 		4.63% 7.01% -3.02% 0.41% 0.86%
LUKB Expert Fondsleitung LUKB Expert-Vorsorge 25 OPP 2 CH0352060427 equilibrato 35% CHF 113.20
19.09.24 		5.58% 8.91% -0.10% 2.11% 0.52%
LUKB Expert Fondsleitung LUKB Expert-Vorsorge 45 OPP 2 CH0004055171 dinamico 50% CHF 180.40
19.09.24 		7.12% 10.98% 0.78% 4.05% 0.60%
Parsumo Capital PARstrategie nachhaltig 25 ESG Fonds OPP 2 CH0205879213 equilibrato 30% CHF 1'077.88
19.09.24 		4.62% 6.98% -1.49% -0.46% 0.50%
Pictet Asset Management Pictet CH-LPP 25 I OPP 2 CH0016431667 equilibrato 30% CHF 1'251.37
19.09.24 		5.71% 9.30% -2.13% -0.02% 0.44%
Pictet Asset Management Pictet CH-LPP 40 I OPP 2 CH0016431691 dinamico 45% CHF 1'478.47
19.09.24 		6.60% 10.43% -1.58% 1.24% 0.56%
Reichmuth & Co Reichmuth Alpin Classic S OPP 2 CH0238867870 dinamico 50% CHF 1'111.85
19.09.24 		5.55% 8.12% -1.99% 0.99% 0.83%
J. Safra Sarasin Anlagestiftung SAST BVG-Ertrag A OPP 2 CH0024556893 conservativo 20% CHF 1'316.00
19.09.24 		2.65% 4.78% -2.95% -0.38% 0.94%
J. Safra Sarasin Anlagestiftung SAST BVG-Nachhaltigkeit A OPP 2 CH0010168620 dinamico 50% CHF 1'734.00
19.09.24 		4.96% 6.71% -1.69% 1.58% 0.77%
J. Safra Sarasin Anlagestiftung SAST BVG-Nachhaltigkeit Rendite A OPP 2 CH0035437919 equilibrato 30% CHF 1'433.00
19.09.24 		3.62% 5.68% -2.26% 0.35% 0.66%
J. Safra Sarasin Anlagestiftung SAST BVG-Rendite A OPP 2 CH0010168596 equilibrato 30% CHF 1'537.00
19.09.24 		3.22% 5.20% -2.74% 0.35% 1.00%
J. Safra Sarasin Anlagestiftung SAST BVG-Wachstum A OPP 2 CH0002874011 equilibrato 40% CHF 2'220.00
19.09.24 		4.18% 5.76% -2.56% 1.12% 1.09%
J. Safra Sarasin Anlagestiftung SAST BVG-Zukunft A OPP 2 CH0024557313 dinamico 50% CHF 1'595.00
19.09.24 		5.00% 6.69% -2.00% 2.08% 1.10%
Swiss Life Anlagestiftung Swiss Life BVG-Mix 15 OPP 2 CH0015649657 conservativo 20% CHF 175.52
19.09.24 		3.69% 5.77% -0.08% 1.39% 0.58%
Swiss Life Anlagestiftung Swiss Life BVG-Mix 25 OPP 2 CH0012456015 equilibrato 35% CHF 199.46
19.09.24 		4.85% 7.02% -0.18% 1.80% 0.58%
Swiss Life Anlagestiftung Swiss Life BVG-Mix 35 OPP 2 CH0012456064 dinamico 45% CHF 212.36
19.09.24 		5.89% 7.90% 0.04% 2.45% 0.60%
Swiss Life Anlagestiftung Swiss Life BVG-Mix 45 OPP 2 CH0012456072 dinamico 50% CHF 222.15
19.09.24 		6.95% 8.84% 0.13% 3.04% 0.62%
Swisscanto Invest Swisscanto (CH) Vorsorge Fonds 25 Passiv VT OPP 2 CH0133721065 equilibrato 30% CHF 136.25
19.09.24 		5.48% 8.44% -1.17% 1.00% 0.42%
Swisscanto Invest Swisscanto (CH) Vorsorge Fonds 45 Passiv VT OPP 2 CH0133721081 dinamico 50% CHF 178.12
19.09.24 		7.70% 9.69% -0.51% 2.82% 0.42%
Swisscanto Anlagestiftung Swisscanto BVG 3 Index 45 RT OPP 2 CH0238046459 dinamico 50% CHF 176.88
19.09.24 		8.26% 10.76% 0.41% 2.81% 0.40%
Swisscanto Anlagestiftung Swisscanto BVG 3 Responsible Portfolio 15 RT OPP 2 CH0238051954 conservativo 25% CHF 211.97
19.09.24 		3.94% 7.20% -0.45% 0.37% 0.57%
Swisscanto Anlagestiftung Swisscanto BVG 3 Responsible Portfolio 25 RT OPP 2 CH0238052705 equilibrato 35% CHF 223.19
19.09.24 		4.73% 7.73% -0.04% 1.53% 0.61%
Swisscanto Anlagestiftung Swisscanto BVG 3 Responsible Portfolio 45 RT OPP 2 CH0238052978 dinamico 50% CHF 294.79
19.09.24 		7.11% 9.37% 0.68% 3.15% 0.65%
Swisscanto Anlagestiftung Swisscanto BVG 3 Sustainable Portfolio 45 RT OPP 2 CH0238047721 dinamico 50% CHF 201.93
19.09.24 		7.64% 10.45% -0.21% 2.82% 0.73%
Schwyzer Kantonalbank SZKB Ethikfonds Ausgewogen VH OPP 2 CH1185040941 dinamico 50% CHF 0.00% 0.82%
Schwyzer Kantonalbank SZKB Indexanlagen Ausgewogen VH OPP 2 CH1185040974 dinamico 50% CHF 0.00% 0.33%
UBS Anlagestiftung UBS AST 2 BVG-25 Aktiv Plus I-A2 OPP 2 CH0117638095 equilibrato 35% CHF 1'089.16
19.09.24 		4.57% 6.56% 0.60%
UBS Anlagestiftung UBS AST 2 BVG-25 Indexiert (hedged in CHF) I-A2 OPP 2 CH0117644168 conservativo 25% CHF 1'136.85
19.09.24 		4.76% 7.77% 0.22%
UBS Anlagestiftung UBS AST 2 BVG-40 Aktiv Plus I-A2 OPP 2 CH0117638723 dinamico 50% CHF 1'104.37
19.09.24 		5.69% 7.58% 0.64%
UBS Anlagestiftung UBS AST 2 BVG-40 Indexiert (hedged in CHF) I-A3 OPP 2 CH0117646122 equilibrato 40% CHF 1'172.45
19.09.24 		6.32% 9.47% 0.16%
Valiant Bank VF (CH) - Valiant Helvétique Konservativ V OPP 2 CH0113932153 dinamico 50% CHF 117.58
19.09.24 		4.97% 7.99% -0.26% 1.41% 0.84%
Vontobel Asset Management Vontobel Fund (CH) Pension Invest Balanced NV OPP 2 CH0281018538 dinamico 50% CHF 125.50
19.09.24 		7.50% 10.45% -1.27% 1.62% 0.69%
Vontobel Asset Management Vontobel Fund (CH) Pension Invest Yield NV OPP 2 CH0281016656 equilibrato 35% CHF 108.99
19.09.24 		4.59% 7.55% -2.78% -0.38% 0.77%
Vergleichsindex Pictet BVG-60 plus Index LPPI60 INDEX dinamico 45% CHF 2'220.19
 10.29% 13.25% 0.64% 4.21% n/a

*) Questi fondi si rivolgono a investitori esperti e a consulenti professionisti.

 

**) Questo fondo può applicare una ponderazione massima del 80%.

Rimborsi: eventuali rimborsi vengono accreditati alla persona assicurata.

 

Spese: Potrebbero essere applicati costi di emissione, di riscatto dei fondi d'investimento, costi della fondazione, ecc. 

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