Investment Fund (3a)#21 / 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. The low total costs make this an efficient choice for long-term wealth building.
Key Features
- 25% stocks allocation
- TER: 0.00%
- 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
+4.1%
3 Years
+19.0%
5 Years
+10.4%
Fund Details
Asset Allocation
Stocks
25%
Bonds
63%
Real Estate
5%
Other
7%
Investment Strategy
Passively-managed fund
Fund Size
CHF 72M
Depositary Bank
Zürcher Kantonalbank (ZKB)
Swing Pricing
No
Fees & Costs
TER
0.00%
Flat Fee
0.44%
Custody Fee
Free
Issuing Fee
0.27%
Pros & Cons
Pros
- Low total costs (0.44% p.a.)
- No custody fee
Cons
- Smaller fund size
- No swing pricing protection
Provider Information
frankly
Visit Website →Information may have changed since our last review. Please verify all details directly with the provider before making any decisions.
Ready to Open?
Open the frankly Gentle 25 Index today and start enjoying its benefits.