Investment Fund (3a)#16 / 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. Historical performance has been strong, though past results don't guarantee future returns.
Key Features
- 95% 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
+9.1%
3 Years
+41.6%
5 Years
+44.1%
Fund Details
Asset Allocation
Stocks
95%
Bonds
0%
Other
5%
Investment Strategy
Actively-managed fund
Fund Size
CHF 1.1B
Depositary Bank
UBS Switzerland AG
Swing Pricing
Yes
Fees & Costs
Custody Fee
Free
Pros & Cons
Pros
- Low total costs (0.00% p.a.)
- Strong 5-year performance (+44.1%)
- No custody fee
- Large fund size (stable)
- Swing pricing protection
Cons
- Active management = higher fees
- High stock allocation = more volatility
Provider Information
Information may have changed since our last review. Please verify all details directly with the provider before making any decisions.
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