Investment Fund (3a)#11 / 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
- 40% stocks allocation
- TER: 0.01%
- Passive/Index strategy
- No custody fee
Performance Over Time
Historical performance of this investment fund. Past performance is not indicative of future results.
1 Year
+5.0%
3 Years
+21.9%
5 Years
+26.3%
Fund Details
Asset Allocation
Stocks
40%
Bonds
0%
Real Estate
10%
Other
50%
Investment Strategy
Passively-managed fund
Depositary Bank
UBS for securities, Bank WIR for cash
Swing Pricing
No
Fees & Costs
TER
0.01%
Flat Fee
0.28%
Custody Fee
Free
Pros & Cons
Pros
- Low total costs (0.29% p.a.)
- Good 3-year performance (+21.9%)
- No custody fee
Cons
- No swing pricing protection
Provider Information
Viac
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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