Investment Fund (3a)#18 / 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. Historical performance has been strong, though past results don't guarantee future returns.
Key Features
- 100% stocks allocation
- TER: 1.26%
- 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
+7.8%
3 Years
+41.2%
5 Years
+50.0%
Fund Details
Asset Allocation
Stocks
100%
Bonds
0%
Investment Strategy
Actively-managed fund
Fund Size
CHF 454M
Depositary Bank
UBS
Swing Pricing
Yes
Fees & Costs
TER
1.26%
Custody Fee
Free
Pros & Cons
Pros
- Strong 5-year performance (+50.0%)
- No custody fee
- Swing pricing protection
Cons
- Higher total costs (1.26% p.a.)
- Active management = higher fees
- High stock allocation = more volatility
Provider Information
PostFinance
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 PF Pension ESG 100 Fund today and start enjoying its benefits.