Investment Fund (3a)#37 / 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. The low total costs make this an efficient choice for long-term wealth building.
Key Features
- 10% stocks allocation
- 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
+1.9%
3 Years
+8.1%
Fund Details
Asset Allocation
Stocks
10%
Bonds
61%
Real Estate
21%
Other
8%
Investment Strategy
Actively-managed fund
Fund Size
CHF 14M
Depositary Bank
Tellco Bank AG
Swing Pricing
Yes
Fees & Costs
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 408’688
Total Contributions
CHF 254’030
Estimated Growth
+CHF 154’658
Net Return
2.6% p.a.
Gross: 2.6%
Fee Impact
-CHF 0
Total Fees: 0%
Contributions
With Tellco Classic – Strategy 10 V
Without fees
Simulate with our 3a CalculatorCustomize your age, contribution & risk profile for a detailed projection.
Pros & Cons
Pros
- Low total costs (0.00% p.a.)
- No custody fee
- Swing pricing protection
Cons
- Active management = higher fees
- Below-average 3-year performance
- Smaller fund size
Provider Information
Tellco
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 Tellco Classic – Strategy 10 V today and start enjoying its benefits.