Institutional BVG/LPP Flexible Fund B2 header image

Institutional BVG/LPP Flexible Fund B2

Fund

ISIN CH0020275001 / Valor 2027500

NAV (2026-07-16)
CHF 169.60-0.25%

Institutional BVG/LPP Flexible Fund B2
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Institutional BVG/LPP Flexible Fund is a diversified multi-asset solution that combines equities, bonds, real estate, and other funds in one portfolio. Its holdings include Swiss and global equity funds, bond funds, property vehicles, and emerging-market exposure, reflecting a broad balanced allocation. The fund is designed for investors who want a single institutional portfolio with multiple building blocks rather than direct stock or bond selection. It is structured as a flexible allocation fund and aims to provide diversified exposure across markets and asset classes with a moderate risk profile.

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Tags:
real estate private equity bvglpp flexible index

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OTHER SHARE CLASSES OF THIS FUND

Institutional BVG/LPP Flexible Fund A1
Institutional BVG/LPP Flexible Fund A1 Institutional BVG/LPP Flexible Fund A1 Valor: 22859978
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Annual Return

-50%0%+50%

Risk level

110
-0.24%CHF 163.43
Institutional BVG/LPP Flexible Fund B1
Institutional BVG/LPP Flexible Fund B1 Institutional BVG/LPP Flexible Fund B1 Valor: 2027494
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Annual Return

-50%0%+50%

Risk level

110
-0.25%CHF 177.44