Investment Fund (3a)#26 / 67
Our Take
This is a Pillar 3a investment fund that invests your retirement savings in a diversified portfolio. It performs well across most criteria and offers good value.
Key Features
- 44% stocks allocation
- TER: 0.72%
- 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
+3.6%
3 Years
+23.7%
5 Years
+15.5%
Fund Details
Asset Allocation
Stocks
44%
Bonds
54%
Real Estate
2%
Investment Strategy
Passively-managed fund
Fund Size
CHF 586M
Depositary Bank
UBS
Swing Pricing
No
Fees & Costs
TER
0.72%
Custody Fee
Free
Retirement Projection
Based on max. contribution of CHF 7’258/year, age 30 to 65 (35 years), starting from CHF 0.
Projected CapitalCHF 377’478
Total Contributions
CHF 254’030
Estimated Growth
+CHF 123’448
Net Return
2.2% p.a.
Gross: 2.9%
Fee Impact
-CHF 55’539
Total Fees: 0.72%
Contributions
With BLKB iQ Responsible Vorsorge Balanced B
Without fees
Simulate with our 3a CalculatorCustomize your age, contribution & risk profile for a detailed projection.
Pros & Cons
Pros
- Good 3-year performance (+23.7%)
- No custody fee
- Large fund size (stable)
Cons
- No swing pricing protection
Provider Information
Cantonal Bank of Basel-Landschaft (BLKB)
Visit Website →Information may have changed since our last review. Please verify all details directly with the provider before making any decisions.
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