Quantex
Investment Fund (3a)
ISIN: CH0401023459

Quantex Spectravest Fund CHF 3a

Quantex

Overall Rating

3.4/5

TER

1.18%

Stocks

84%

Investment Strategy

Actively-managed fund

Currency

CHF

Investment Fund (3a)#17 / 67
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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

  • 84% stocks allocation
  • TER: 1.18%
  • 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

+12.5%

3 Years

+40.1%

5 Years

+76.5%

Fund Details

Asset Allocation

Stocks

84%

Bonds

0%

Other

16%

Investment Strategy

Actively-managed fund

Fund Size

CHF 10M

Depositary Bank

Zürcher Kantonalbank (ZKB)

Swing Pricing

Yes

Fees & Costs

TER

1.18%

Custody Fee

Free

Pros & Cons

Pros

  • Strong 5-year performance (+76.5%)
  • No custody fee
  • Swing pricing protection

Cons

  • Higher total costs (1.18% p.a.)
  • Active management = higher fees
  • High stock allocation = more volatility
  • Smaller fund size

Provider Information

Ready to Open?

Open the Quantex Spectravest Fund CHF 3a today and start enjoying its benefits.