Investment Fund (3a)#13 / 67
Our Take
This is a Pillar 3a investment fund that invests your retirement savings in a diversified portfolio. It scores exceptionally well in our analysis, standing out among comparable products. 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
+2.6%
3 Years
+25.5%
5 Years
+28.2%
Fund Details
Asset Allocation
Stocks
99%
Bonds
0%
Other
1%
Investment Strategy
Actively-managed fund
Fund Size
CHF 440M
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 (+25.5%)
- No custody fee
- Swing pricing protection
Cons
- Active management = higher fees
- High stock allocation = more volatility
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 – Swiss Equities ESG V today and start enjoying its benefits.