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.
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%
Stocks
84%
Bonds
0%
Other
16%
Investment Strategy
Actively-managed fund
Fund Size
CHF 10M
Depositary Bank
Zürcher Kantonalbank (ZKB)
Swing Pricing
Yes
TER
1.18%
Custody Fee
Free
Quantex
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