Investment Fund (3a)#61 / 67
Our Take
This is a Pillar 3a investment fund that invests your retirement savings in a diversified portfolio. It offers a decent option but may have some limitations compared to top-rated alternatives.
Key Features
- 0% stocks allocation
- TER: 1.04%
- Actively managed
- No custody fee
Performance Over Time
Historical performance of this investment fund. Past performance is not indicative of future results.
Fund Details
Asset Allocation
Stocks
0%
Bonds
85%
Other
15%
Investment Strategy
Actively-managed fund
Fund Size
CHF 2M
Depositary Bank
UBS
Swing Pricing
No
Fees & Costs
TER
1.04%
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 274’938
Total Contributions
CHF 254’030
Estimated Growth
+CHF 20’908
Net Return
0.5% p.a.
Gross: 1.5%
Fee Impact
-CHF 55’969
Total Fees: 1.04%
Contributions
With Migros Bank (CH) Fonds 0 V
Without fees
Simulate with our 3a CalculatorCustomize your age, contribution & risk profile for a detailed projection.
Pros & Cons
Pros
- No custody fee
Cons
- Higher total costs (1.04% p.a.)
- Active management = higher fees
- Smaller fund size
- No swing pricing protection
Provider Information
Migros Bank
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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Open the Migros Bank (CH) Fonds 0 V today and start enjoying its benefits.