Institutional BVG/LPP - BVG/LPP 40 Plus B
Fund
ISIN CH0036750443 / Valor 3675044
NAV (2025-11-13)
CHF 156.53-0.70%
Institutional BVG/LPP - BVG/LPP 40 Plus B
UMushroom community rating:
Institutional BVG/LPP – BVG/LPP 40 Plus invests in a globally diversified mix of both traditional and alternative assets through direct and indirect holdings. The portfolio is carefully balanced across various asset classes to optimize the risk-return ratio, with equities making up 40% of the strategic allocation. This approach ensures broad geographic and sector exposure, tailored specifically for Swiss second pillar pension institutions seeking a well-rounded investment foundation.
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