Tools

Pricing Help Center Blog

🇨🇭

Switzerland Portfolios

CHF

CHF-hedged portfolios for Swiss investors featuring SPI, SMI, and Swiss government bonds.

17 portfolios available

Swiss Total Market Portfolio

CHSPI:SIX

iShares Core SPI (CH)

100%

Backtest Portfolio Optimize Portfolio

Swiss SMI Portfolio

CHFON:SIX

UBS SMI A Share Fund

100%

Backtest Portfolio Optimize Portfolio

Swiss Two-Fund Portfolio

CHSPI:SIX iShares Core SPI (CH)	50%
CSBGC3:SIX iShares Swiss Domestic Government Bond 0-3 ETF (CH)	50%

Backtest Portfolio Optimize Portfolio

Swiss 90/10 Portfolio

CHSPI:SIX iShares Core SPI (CH)	90%
CSBGC3:SIX iShares Swiss Domestic Government Bond 0-3 ETF (CH)	10%

Backtest Portfolio Optimize Portfolio

Swiss Three-Fund Portfolio

CHSPI:SIX iShares Core SPI (CH)	33%
AWSRIS:SIX UBS ETF ACWI SRI Hedged CHF Accumulating	33%
CSBGC3:SIX iShares Swiss Domestic Government Bond 0-3 ETF (CH)	33%

Backtest Portfolio Optimize Portfolio

Swiss Global Portfolio

CHSPI:SIX iShares Core SPI (CH)	40%
5ESGS:SIX UBS ETF S&P 500 ESG H-CHF Acc.	30%
AWSRIS:SIX UBS ETF ACWI SRI Hedged CHF Accumulating	20%
CSBGC3:SIX iShares Swiss Domestic Government Bond 0-3 ETF (CH)	10%

Backtest Portfolio Optimize Portfolio

Swiss All Weather Portfolio

CHSPI:SIX iShares Core SPI (CH)	30%
CSBGC0:SIX iShares Swiss Domestic Government Bond 7-15 ETF (CH)	40%
CSBGC3:SIX iShares Swiss Domestic Government Bond 0-3 ETF (CH)	15%
AUUSI:SIX UBS ETF (CH) Gold (USD) A-dis	8%
CCCHA:SIX UBS CMCI Composite SF UCITS ETF hCHF acc	8%

Backtest Portfolio Optimize Portfolio

Swiss Dividend Portfolio

CHDVD:SIX iShares Swiss Dividend ETF (CH)	50%
CHDIVA:SIX UBS ETF MSCI Switzerland IMI Dividend Sustainability (CHF) A Acc	30%
CHSPI:SIX iShares Core SPI (CH)	20%

Backtest Portfolio Optimize Portfolio

Swiss ESG Portfolio

CHSRIA:SIX UBS ETF (CH) – MSCI Switzerland IMI Socially Responsible (CHF) A-acc	50%
AWSRIS:SIX UBS ETF ACWI SRI Hedged CHF Accumulating	30%
CHSPI:SIX iShares Core SPI (CH)	20%

Backtest Portfolio Optimize Portfolio

Swiss Conservative Portfolio

CHSPI:SIX iShares Core SPI (CH)	20%
CHDVD:SIX iShares Swiss Dividend ETF (CH)	20%
CSBGC3:SIX iShares Swiss Domestic Government Bond 0-3 ETF (CH)	60%

Backtest Portfolio Optimize Portfolio

Swiss Growth Portfolio

CHSPI:SIX iShares Core SPI (CH)	60%
5ESGS:SIX UBS ETF S&P 500 ESG H-CHF Acc.	30%
AIAA:SIX iShares AI Adopters & Applications UCITS ETF USD (Acc)	10%

Backtest Portfolio Optimize Portfolio

Swiss Balanced Portfolio

CHSPI:SIX iShares Core SPI (CH)	40%
CHDVD:SIX iShares Swiss Dividend ETF (CH)	20%
CSBGC3:SIX iShares Swiss Domestic Government Bond 0-3 ETF (CH)	30%
CHCORP:SIX iShares Core CHF Corporate Bond ETF (CH)	10%

Backtest Portfolio Optimize Portfolio

Swiss-US Balanced Portfolio

CHSPI:SIX iShares Core SPI (CH)	50%
5ESGS:SIX UBS ETF S&P 500 ESG H-CHF Acc.	50%

Backtest Portfolio Optimize Portfolio

Swiss Global Diversified Portfolio

CHSPI:SIX iShares Core SPI (CH)	30%
5ESGS:SIX UBS ETF S&P 500 ESG H-CHF Acc.	25%
ACWIS:SIX UBS MSCI ACWI SF UCITS ETF hCHF acc	25%
CSBGC3:SIX iShares Swiss Domestic Government Bond 0-3 ETF (CH)	20%

Backtest Portfolio Optimize Portfolio

Swiss Income Portfolio

CHDVD:SIX iShares Swiss Dividend ETF (CH)	40%
CHDIVA:SIX UBS ETF MSCI Switzerland IMI Dividend Sustainability (CHF) A Acc	30%
CHCORP:SIX iShares Core CHF Corporate Bond ETF (CH)	20%
CSBGC3:SIX iShares Swiss Domestic Government Bond 0-3 ETF (CH)	10%

Backtest Portfolio Optimize Portfolio

Swiss Tech & Innovation Portfolio

CHSPI:SIX iShares Core SPI (CH)	40%
AIAA:SIX iShares AI Adopters & Applications UCITS ETF USD (Acc)	30%
AINF:SIX iShares AI Infrastructure UCITS ETF USD (Acc)	20%
5ESGS:SIX UBS ETF S&P 500 ESG H-CHF Acc.	10%

Backtest Portfolio Optimize Portfolio

Swiss Global Bond Portfolio

AGGS:SIX iShares Global Aggregate Bond CHF Hedged Accumulating Fund	40%
CSBGC3:SIX iShares Swiss Domestic Government Bond 0-3 ETF (CH)	30%
CHCORP:SIX iShares Core CHF Corporate Bond ETF (CH)	20%
CSBGC0:SIX iShares Swiss Domestic Government Bond 7-15 ETF (CH)	10%

Backtest Portfolio Optimize Portfolio