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 name | Style | Fund + management costs | Stock % | ESG | Note |
---|---|---|---|---|---|---|
VIAC | Credit Suisse funds, UBS ETFs, iShares ETFs | Passive | 0 | 0-97 | Y/N | TER: 0 - 0.59 (based on the allocation), 0.51 for a 97% stocks |
Finpension | Credit Suisse funds | Passive | 0.42 | 0-99 | Y/N | TER: 0.42 - 0.44 (based on the allocation) |
Frankly/ZKB | Light Active 10 | Active | 0.47 | 10 | Y/N | |
Frankly/ZKB | Gentle 20 Index | Passive | 0.47 | 20 | Y/N | |
Frankly/ZKB | Gentle 20 Active | Active | 0.47 | 25 | Y/N | |
Frankly/ZKB | Moderate Active 45 | Active | 0.47 | 45 | Y/N | |
Frankly/ZKB | Moderate 45 Index | Passive | 0.47 | 45 | Y/N | |
Frankly/ZKB | Strong Active 75 | Active | 0.47 | 75 | Y/N | |
Frankly/ZKB | Strong 75 Index | Passive | 0.47 | 75 | Y/N | |
Frankly/ZKB | Extreme 95 Index | Passive | 0.47 | 95 | Y/N | |
Graubündner Kantonalbank | GKB (CH) Vorsorgefonds 25 ESG V | Active | 0.5 | 25 | Y | |
LUKB | LUKB Expert-Vorsorge 25 | Active | 0.52 | 25 | N | |
GKB | GKB (CH) Strategiefonds Kapitalgewinn ESG | Active | 0.6 | 96 | Y | |
GKB | GKB (CH) Aktien Dynamisch ESG | Active | 0.6 | 96 | Y | |
Graubündner Kantonalbank | GKB (CH) Vorsorgefonds 45 ESG V | Active | 0.6 | 45 | Y | |
LUKB | LUKB Expert-Vorsorge 45 | Active | 0.6 | 45 | N | |
OLZ | OLZ Equity World Optimized ESG (CHF hedged) | Active | 0.6 | 100 | Y | |
Bâloise | BVG-Mix Dynamic Allocation 0-40 R | Active | 0.62 | 0-40 | N | |
OLZ | OLZ Smart Invest 65 ESG | Active | 0.65 | 65 | Y | |
ZKB | Swisscanto (CH) Vorsorge Fonds 20 Passiv VT | Passive | 0.68 | 20 | N | |
ZKB | Swisscanto (CH) IPF III Vorsorge Fonds 45 Passiv VT | Passive | 0.68 | 45 | N | |
ZKB | Swisscanto (CH) IPF III Vorsorge Fonds 75 Passiv VT | Passive | 0.68 | 75 | N | |
ZKB | Swisscanto (CH) IPF III Vorsorge Fonds 95 Passiv VT | Passive | 0.68 | 95 | N | |
CIC | Bâloise, Credit Suisse, J. Safra Sarasin, Swisscanto, Swiss Life, UBS | Active/Passive | 0.7 | 0-100 | Y/N | TER: 0.7 - 2.1 (based on the fund chosen) |
Bâloise | BVG-Mix Dynamic Allocation 0-80 | Active | 0.72 | 0-80 | N | |
Migros | Migros Bank (CH) Fonds 0 | Active | 0.75 | 0 | N | |
Migros | Migros Bank (CH) Fonds 25 | Active | 0.75 | 25 | N | |
Migros | Migros Bank (CH) Fonds 45 | Active | 0.75 | 45 | N | |
Schwyzer Kantonalbank | SZKB Indexanlagen Ausgewogen V | Passive | 0.75 | 45 | N | |
Schwyzer Kantonalbank | SZKB Indexanlagen Kapitalgewinn V | Passive | 0.75 | 99 | N | |
Credit Suisse | CSF Mixta-LPP Index 25 | Passive | 0.78 | 25 | N | |
Credit Suisse | CSF Mixta-LPP Index 35 | Passive | 0.78 | 35 | N | |
Credit Suisse | CSF Mixta-LPP Index 45 | Passive | 0.78 | 45 | N | |
Credit Suisse | CSF Mixta-LPP Index 75 | Passive | 0.78 | 75 | N | |
LUKB | LUKB Expert-Vorsorge 75 | Active | 0.8 | 75 | N | |
Bâloise | BVG-Mix 15 Plus R | Active | 0.81 | 15 | N | |
Bâloise | BVG-Mix 25 Plus R | Active | 0.81 | 25 | N | |
Bâloise | BVG-Mix 40 Plus R | Active | 0.83 | 40 | N | |
ZKB | Swisscanto BVG 3 Responsible Portfolio 10 RT | Active | 0.87 | 10 | N | |
Postfinance | Postfinance Pension 25 | Passive | 0.87 | 25 | N | |
BCGE | Synchrony LPP Bonds B | Active | 0.9 | 0 | N | |
Migros | Migros Bank (CH) Fonds Sustainable 0 | Active | 0.9 | 0 | Y | |
Migros | Migros Bank (CH) Fonds Sustainable 25 | Active | 0.9 | 25 | Y | |
Migros | Migros Bank (CH) Fonds Sustainable 45 | Active | 0.9 | 45 | Y | |
ZKB | Swisscanto BVG 3 Responsible Portfolio 25 RT | Active | 0.91 | 25 | N | |
Postfinance | Postfinance Pension 45 | Passive | 0.91 | 45 | N | |
Mobiliar | Mobi-Fonds Select 30 | Active | 0.94 | 30 | N | |
ZKB | Swisscanto BVG 3 Responsible Portfolio 45 RT | Active | 0.95 | 45 | N | |
Mobiliar | Mobi-Fonds Select 60 | Active | 0.96 | 60 | N | |
Postfinance | Postfinance Pension 75 | Passive | 0.97 | 75 | N | |
Postfinance | Postfinance Pension 100 | Passive | 0.98 | 100 | N | |
BLKB | BLKB iQ Responsible Vorsorge Balanced | Active | 1.01 | 45 | Y | |
ZKB | Swisscanto BVG 3 Sustainable Portfolio 45 RT | Active | 1.03 | 45 | Y | |
BEKB | BEKB Strategiefonds Nachhaltig 20 | Active | 1.05 | 20 | Y | |
Raiffeisen | Raiffeisen Pension Invest Futura Yield I | Active | 1.05 | 25 | Y | |
BCV | BCV Pension 25 AP | Active | 1.09 | 25 | N | |
Credit Suisse | CSF Mixta-LPP Basic | Active | 1.1 | 0 | N | |
Raiffeisen | Raiffeisen Pension Invest Futura Balanced I | Active | 1.1 | 45 | Y | |
BCV | BCV Pension 40 AP | Active | 1.14 | 40 | N | |
BEKB | BEKB Strategiefonds Nachhaltig 40 | Active | 1.15 | 40 | Y | |
BEKB | BEKB Strategiefonds Nachhaltig Schweiz 40 | Active | 1.15 | 40 | Y | |
Credit Suisse | CSF Mixta-LPP Defensiv | Active | 1.15 | 25 | N | |
Schwyzer Kantonalbank | SZKB Zinsertrag Plus V | Active | 1.15 | 10 | N | |
BCGE | Synchrony LPP 25 B | Active | 1.18 | 25 | N | |
Mobiliar | Mobi-Fonds Select 90 | Active | 1.2 | 90 | N | |
ZKB | Swisscanto BVG 3 Responsible Portfolio 75 RT | Active | 1.2 | 75 | N | |
BCGE | Synchrony LPP 80 B | Active | 1.21 | 80 | N | |
Raiffeisen | Raiffeisen Pension Invest Futura Growth | Active | 1.21 | 65 | Y | |
Aargauische Kantonalbank | AKB Vorsorge 15 | Active | 1.24 | 15 | N | |
BEKB | BEKB Strategiefonds Nachhaltig 60 | Active | 1.25 | 60 | Y | |
UBS | UBS Vitainvest Swiss 25 Sustainable U | Active | 1.25 | 25 | Y | |
CLER | Einkommen | Active | 1.25 | 25 | N | |
CLER | Nachhaltig Einkommen | Active | 1.25 | 25 | Y | |
CLER | Ausgewogen | Active | 1.25 | 50 | N | |
CLER | Nachhaltig Ausgewogen | Active | 1.25 | 50 | Y | |
CLER | Wachstum | Active | 1.25 | 75 | N | |
CLER | Nachhaltig Wachstum | Active | 1.25 | 75 | Y | |
St. Galler Kantonalbank | SGKB Vorsorge Einkommen | Active | 1.27 | 25 | N | |
BCGE | Synchrony LPP 40 B | Active | 1.28 | 40 | N | |
BLKB | BLKB Next Generation Fund Vorsorge Yield | Active | 1.3 | 25 | Y | |
Credit Suisse | CSF Mixta-LPP | Active | 1.3 | 35 | N | |
Schwyzer Kantonalbank | SZKB Einkommen V | Active | 1.3 | 21 | N | |
Aargauische Kantonalbank | AKB Portfoliofonds Vorsorge 30 | Active | 1.32 | 30 | N | |
Zurger Kantonalbank | ZugerKB Fonds – Strategie Konservativ (CHF) BV | Active | 1.32 | 65 | Y | |
UBS | UBS Vitainvest World 25 Sustainable U | Active | 1.35 | 25 | Y | |
BCGE | Synchrony LPP 40 SRI B | Active | 1.37 | 40 | Y | |
St. Galler Kantonalbank | SGKB Vorsorge Ausgewogen | Active | 1.37 | 50 | N | |
BLKB | BLKB Next Generation Fund Vorsorge Balanced | Active | 1.38 | 40 | Y | |
UBS | UBS Vitainvest Swiss 50 Sustainable U | Active | 1.39 | 50 | Y | |
Aargauische Kantonalbank | AKB Portfoliofonds Vorsorge 45 | Active | 1.39 | 45 | N | |
Credit Suisse | CSF Mixta-LPP Maxi | Active | 1.4 | 45 | N | |
Credit Suisse | CSF Mixta-LPP Equity 75 | Active | 1.4 | 75 | N | |
Schwyzer Kantonalbank | SZKB Ausgewogen V | Active | 1.4 | 42 | Y | |
Schwyzer Kantonalbank | SZKB Ethik Einkommen V | Active | 1.4 | 25 | Y | |
Raiffeisen | Raiffeisen Pension Invest Futura Equity | Active | 1.42 | 95 | Y | |
Zurger Kantonalbank | ZugerKB Fonds – Strategie Ausgewogen (CHF) BV | Active | 1.44 | 30 | Y | |
BLKB | BLKB Next Generation Strategy Growth | Active | 1.46 | 65 | Y | |
Schwyzer Kantonalbank | SZKB Ethik Ausgewogen V | Active | 1.5 | 45 | Y | |
Schwyzer Kantonalbank | SZKB Wachstum V | Active | 1.5 | 62 | N | |
UBS | UBS Vitainvest World 50 Sustainable U | Active | 1.55 | 50 | Y | |
UBS | UBS Vitainvest Swiss 75 Sustainable U | Active | 1.56 | 75 | Y | |
St. Galler Kantonalbank | SGKB Vorsorge Wachstum | Active | 1.56 | 73 | N | |
UBS | UBS Vitainvest World 100 Sustainable U | Active | 1.6 | 100 | Y | |
Zurger Kantonalbank | ZugerKB Fonds – Strategie Dynamisch (CHF) BV | Active | 1.63 | 50 | Y | |
UBS | UBS Vitainvest World 75 Sustainable U | Active | 1.67 | 75 | Y | |
Schwyzer Kantonalbank | SZKB Ethik Kapitalgewinn V | Active | 1.7 | 99 | Y |