Investment Fund (3a)#20 / 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. The low total costs make this an efficient choice for long-term wealth building.
Key Features
- 99% 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
+7.0%
3 Years
+34.9%
Fund Details
Asset Allocation
Stocks
99%
Bonds
0%
Other
1%
Investment Strategy
Actively-managed fund
Fund Size
CHF 9M
Depositary Bank
Tellco Bank AG
Swing Pricing
Yes
Fees & Costs
Custody Fee
Free
Pros & Cons
Pros
- Low total costs (0.00% p.a.)
- Good 3-year performance (+34.9%)
- No custody fee
- Swing pricing protection
Cons
- Active management = higher fees
- High stock allocation = more volatility
- 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.
Ready to Open?
Open the Tellco Classic – Strategy 100 V today and start enjoying its benefits.