Investment Fund (3a)#65 / 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.
Key Features
- 95% stocks allocation
- TER: 0.86%
- Actively managed
- No custody fee
Performance Over Time
Historical performance of this investment fund. Past performance is not indicative of future results.
1 Year
+5.5%
Fund Details
Asset Allocation
Stocks
95%
Bonds
0%
Other
5%
Investment Strategy
Actively-managed fund
Fund Size
CHF 29M
Depositary Bank
Lombard Odier
Swing Pricing
No
Fees & Costs
TER
0.86%
Custody Fee
Free
Issuing Fee
0.05%
Retirement Projection
Based on max. contribution of CHF 7’258/year, age 30 to 65 (35 years), starting from CHF 0.
Projected CapitalCHF 711’026
Total Contributions
CHF 254’030
Estimated Growth
+CHF 456’996
Net Return
5.4% p.a.
Gross: 6.3%
Fee Impact
-CHF 142’127
Total Fees: 0.86%
Contributions
With Valiant Helvetique Capital Gain V
Without fees
Simulate with our 3a CalculatorCustomize your age, contribution & risk profile for a detailed projection.
Pros & Cons
Pros
- No custody fee
Cons
- Higher total costs (0.86% p.a.)
- Active management = higher fees
- High stock allocation = more volatility
- Smaller fund size
Provider Information
Valiant
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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