Our Take
This is a Pillar 3a investment fund that invests your retirement savings in a diversified portfolio. It scores exceptionally well in our analysis, standing out among comparable products. The low total costs make this an efficient choice for long-term wealth building. Historical performance has been strong, though past results don't guarantee future returns.
Key Features
- 100% stocks allocation
- TER: 0.34%
- Passive/Index strategy
- No custody fee
Performance Over Time
Historical performance of this investment fund. Past performance is not indicative of future results.
1 Year
+2.8%
3 Years
+30.6%
5 Years
+35.5%
Fund Details
Asset Allocation
Stocks
100%
Bonds
0%
Investment Strategy
Passively-managed fund
Fund Size
CHF 561M
Depositary Bank
UBS
Swing Pricing
No
Fees & Costs
TER
0.34%
Custody Fee
Free
Pros & Cons
Pros
- Low total costs (0.34% p.a.)
- Strong 5-year performance (+35.5%)
- No custody fee
- Large fund size (stable)
Cons
- High stock allocation = more volatility
- No swing pricing protection
Provider Information
Cantonal Bank of Basel-Landschaft (BLKB)
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