Pillar 3a – Providers and funds

Note:  This list doesn’t include private banks

A detailed comparison of the 3 leaders (Finpension, Viac, Frankly) can be found here

Provider Fund nameStyleFund + management costsStock %ESGNote
VIACCredit Suisse funds, UBS ETFs, iShares ETFsPassive00-97Y/NTER: 0 - 0.59 (based on the allocation), 0.51 for a 97% stocks
FinpensionCredit Suisse fundsPassive0.420-99Y/NTER: 0.42 - 0.44 (based on the allocation)
Frankly/ZKBLight Active 10Active0.4710Y/N
Frankly/ZKBGentle 20 IndexPassive0.4720Y/N
Frankly/ZKBGentle 20 ActiveActive0.4725Y/N
Frankly/ZKBModerate Active 45Active0.4745Y/N
Frankly/ZKBModerate 45 IndexPassive0.4745Y/N
Frankly/ZKBStrong Active 75Active0.4775Y/N
Frankly/ZKBStrong 75 IndexPassive0.4775Y/N
Frankly/ZKBExtreme 95 IndexPassive0.4795Y/N
Graubündner KantonalbankGKB (CH) Vorsorgefonds 25 ESG VActive0.525Y
LUKBLUKB Expert-Vorsorge 25Active0.5225N
GKBGKB (CH) Strategiefonds Kapitalgewinn ESGActive0.696Y
GKBGKB (CH) Aktien Dynamisch ESGActive0.696Y
Graubündner KantonalbankGKB (CH) Vorsorgefonds 45 ESG VActive0.645Y
LUKBLUKB Expert-Vorsorge 45Active0.645N
OLZOLZ Equity World Optimized ESG (CHF hedged)Active0.6100Y
BâloiseBVG-Mix Dynamic Allocation 0-40 RActive0.620-40N
OLZOLZ Smart Invest 65 ESGActive0.6565Y
ZKBSwisscanto (CH) Vorsorge Fonds 20 Passiv VTPassive0.6820N
ZKBSwisscanto (CH) IPF III Vorsorge Fonds 45 Passiv VTPassive0.6845N
ZKBSwisscanto (CH) IPF III Vorsorge Fonds 75 Passiv VTPassive0.6875N
ZKBSwisscanto (CH) IPF III Vorsorge Fonds 95 Passiv VTPassive0.6895N
CICBâloise, Credit Suisse, J. Safra Sara­sin, Swiss­canto, Swiss Life, UBSActive/Passive0.70-100Y/NTER: 0.7 - 2.1 (based on the fund chosen)
BâloiseBVG-Mix Dynamic Allocation 0-80Active0.720-80N
MigrosMigros Bank (CH) Fonds 0Active0.750N
MigrosMigros Bank (CH) Fonds 25Active0.7525N
MigrosMigros Bank (CH) Fonds 45Active0.7545N
Schwyzer KantonalbankSZKB Indexanlagen Ausgewogen VPassive0.7545N
Schwyzer KantonalbankSZKB Indexanlagen Kapitalgewinn VPassive0.7599N
Credit SuisseCSF Mixta-LPP Index 25 Passive0.7825N
Credit SuisseCSF Mixta-LPP Index 35Passive0.7835N
Credit SuisseCSF Mixta-LPP Index 45Passive0.7845N
Credit SuisseCSF Mixta-LPP Index 75Passive0.7875N
LUKBLUKB Expert-Vorsorge 75Active0.875N
BâloiseBVG-Mix 15 Plus RActive0.8115N
BâloiseBVG-Mix 25 Plus RActive0.8125N
BâloiseBVG-Mix 40 Plus RActive0.8340N
ZKBSwisscanto BVG 3 Responsible Portfolio 10 RTActive0.8710N
PostfinancePostfinance Pension 25Passive0.8725N
BCGESynchrony LPP Bonds BActive0.90N
MigrosMigros Bank (CH) Fonds Sustainable 0Active0.90Y
MigrosMigros Bank (CH) Fonds Sustainable 25Active0.925Y
MigrosMigros Bank (CH) Fonds Sustainable 45Active0.945Y
ZKBSwisscanto BVG 3 Responsible Portfolio 25 RTActive0.9125N
PostfinancePostfinance Pension 45Passive0.9145N
MobiliarMobi-Fonds Select 30Active0.9430N
ZKBSwisscanto BVG 3 Responsible Portfolio 45 RTActive0.9545N
MobiliarMobi-Fonds Select 60Active0.9660N
PostfinancePostfinance Pension 75Passive0.9775N
PostfinancePostfinance Pension 100Passive0.98100N
BLKBBLKB iQ Responsible Vorsorge BalancedActive1.0145Y
ZKBSwisscanto BVG 3 Sustainable Portfolio 45 RTActive1.0345Y
BEKBBEKB Strategiefonds Nachhaltig 20Active1.0520Y
RaiffeisenRaiffeisen Pension Invest Futura Yield IActive1.0525Y
BCVBCV Pension 25 APActive1.0925N
Credit SuisseCSF Mixta-LPP BasicActive1.10N
RaiffeisenRaiffeisen Pension Invest Futura Balanced IActive1.145Y
BCVBCV Pension 40 APActive1.1440N
BEKB BEKB Strategiefonds Nachhaltig 40Active1.1540Y
BEKB BEKB Strategiefonds Nachhaltig Schweiz 40Active1.1540Y
Credit SuisseCSF Mixta-LPP DefensivActive1.1525N
Schwyzer KantonalbankSZKB Zinsertrag Plus VActive1.1510N
BCGESynchrony LPP 25 BActive1.1825N
MobiliarMobi-Fonds Select 90Active1.290N
ZKBSwisscanto BVG 3 Responsible Portfolio 75 RTActive1.275N
BCGESynchrony LPP 80 BActive1.2180N
RaiffeisenRaiffeisen Pension Invest Futura GrowthActive1.2165Y
Aargauische KantonalbankAKB Vorsorge 15 Active1.2415N
BEKB BEKB Strategiefonds Nachhaltig 60Active1.2560Y
UBSUBS Vitainvest Swiss 25 Sustainable UActive1.2525Y
CLEREinkommenActive1.2525N
CLERNachhaltig EinkommenActive1.2525Y
CLERAusgewogenActive1.2550N
CLERNachhaltig AusgewogenActive1.2550Y
CLERWachstumActive1.2575N
CLERNachhaltig WachstumActive1.2575Y
St. Galler KantonalbankSGKB Vorsorge EinkommenActive1.2725N
BCGESynchrony LPP 40 BActive1.2840N
BLKBBLKB Next Generation Fund Vorsorge YieldActive1.325Y
Credit SuisseCSF Mixta-LPPActive1.335N
Schwyzer KantonalbankSZKB Einkommen VActive1.321N
Aargauische KantonalbankAKB Portfoliofonds Vorsorge 30Active1.3230N
Zurger KantonalbankZugerKB Fonds – Strategie Konservativ (CHF) BVActive1.3265Y
UBSUBS Vitainvest World 25 Sustainable UActive1.3525Y
BCGESynchrony LPP 40 SRI BActive1.3740Y
St. Galler KantonalbankSGKB Vorsorge AusgewogenActive1.3750N
BLKBBLKB Next Generation Fund Vorsorge BalancedActive1.3840Y
UBSUBS Vitainvest Swiss 50 Sustainable UActive1.3950Y
Aargauische KantonalbankAKB Portfoliofonds Vorsorge 45Active1.3945N
Credit SuisseCSF Mixta-LPP MaxiActive1.445N
Credit SuisseCSF Mixta-LPP Equity 75Active1.475N
Schwyzer KantonalbankSZKB Ausgewogen VActive1.442Y
Schwyzer KantonalbankSZKB Ethik Einkommen VActive1.425Y
RaiffeisenRaiffeisen Pension Invest Futura EquityActive1.4295Y
Zurger KantonalbankZugerKB Fonds – Strategie Ausgewogen (CHF) BVActive1.4430Y
BLKBBLKB Next Generation Strategy GrowthActive1.4665Y
Schwyzer KantonalbankSZKB Ethik Ausgewogen VActive1.545Y
Schwyzer KantonalbankSZKB Wachstum VActive1.562N
UBSUBS Vitainvest World 50 Sustainable UActive1.5550Y
UBSUBS Vitainvest Swiss 75 Sustainable UActive1.5675Y
St. Galler KantonalbankSGKB Vorsorge WachstumActive1.5673N
UBSUBS Vitainvest World 100 Sustainable UActive1.6100Y
Zurger KantonalbankZugerKB Fonds – Strategie Dynamisch (CHF) BVActive1.6350Y
UBSUBS Vitainvest World 75 Sustainable UActive1.6775Y
Schwyzer KantonalbankSZKB Ethik Kapitalgewinn VActive1.799Y