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
- 65% stocks allocation
- TER: 1.20%
- Actively managed
- No custody fee
Performance Over Time
Historical performance of this investment fund. Past performance is not indicative of future results.
1 Year
+0.5%
3 Years
+21.1%
5 Years
+14.1%
10 Years
+46.0%
Fund Details
Asset Allocation
Stocks
65%
Bonds
30%
Other
5%
Investment Strategy
Actively-managed fund
Fund Size
CHF 1.2B
Depositary Bank
State Street Bank International GmbH, Zweigniederlassung Zürich
Swing Pricing
No
Fees & Costs
TER
1.20%
Custody Fee
Free
Issuing Fee
0.75%
Retirement Projection
Based on max. contribution of CHF 7’258/year, age 30 to 65 (35 years), starting from CHF 0.
Pros & Cons
Pros
- Good 3-year performance (+21.1%)
- No custody fee
- Large fund size (stable)
Cons
- Higher total costs (1.20% p.a.)
- Active management = higher fees
- No swing pricing protection
Provider Information
Raiffeisen Switzerland
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