Investment Fund (3a)#23 / 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
- 15% stocks allocation
- TER: 0.00%
- Swing pricing protection
- Actively managed
- No custody fee
Performance Over Time
Historical performance of this investment fund. Past performance is not indicative of future results.
1 Year
+2.3%
3 Years
+15.1%
5 Years
+6.0%
Fund Details
Asset Allocation
Stocks
15%
Bonds
70%
Real Estate
15%
Investment Strategy
Actively-managed fund
Fund Size
CHF 73M
Depositary Bank
Zürcher Kantonalbank (ZKB)
Swing Pricing
Yes
Fees & Costs
TER
0.00%
Flat Fee
0.44%
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 288’062
Total Contributions
CHF 254’030
Estimated Growth
+CHF 34’032
Net Return
0.7% p.a.
Gross: 1.2%
Fee Impact
-CHF 23’455
Total Fees: 0.44%
Contributions
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Without fees
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Pros & Cons
Pros
- Low total costs (0.44% p.a.)
- No custody fee
- Swing pricing protection
Cons
- Active management = higher fees
- Smaller fund size
Provider Information
frankly
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