| Name | Auflagedatum | Volumen | YTD-P | 1-Y-P | 3-Y-P | 5-Y-P |
| U Asset Allocation - Balanced Portfolio CHF LU0860987766 CHF / Acc. / Retail | 18.12.2012 13,5 Jahre | 47,05 | +1,59% | +11,58% | +24,81% | +23,10% |
| U Asset Allocation Dynamic CHF LU0860988657 CHF / Acc. / Retail | 18.12.2012 13,5 Jahre | 12,43 | +1,86% | +12,49% | +23,71% | +20,44% |
| UBS (Lux) Strategy Fund - Balanced (CHF) LU0049785107 CHF / Dist. / Retail | 01.07.1994 32,0 Jahre | 1.721,32 | +2,16% | +11,48% | +22,03% | +21,55% |
| Variopartner SICAV - Vontobel Conviction Balanced CHF LU1821895882 CHF / Acc. / Retail | 15.06.2018 8,0 Jahre | 54,28 | +3,62% | +16,32% | +31,73% | +33,45% |
| VM Strategie Dynamik CHF AT0000A19PU1 CHF / Acc. / Retail | 15.10.2014 11,7 Jahre | 5,33 | +0,86% | +10,46% | +23,12% | +23,84% |
| VP Bank Strategy Fund Balanced (CHF) LI0014803709 CHF / Acc. / Retail | 26.09.2002 23,7 Jahre | 116,33 | +2,45% | +11,92% | +25,76% | +27,83% |