Fonds de prévoyance 3a#47 / 67
Our Take
C'est un fonds de prévoyance 3a qui investit votre épargne retraite dans un portefeuille diversifié. Il offre une option correcte mais peut présenter certaines limitations par rapport aux alternatives mieux notées.
Key Features
- 52% d'allocation en actions
- TER: 1.25%
- Protection swing pricing
- Gestion active
- Pas de frais de garde
Performance Over Time
Historical performance of this investment fund. Past performance is not indicative of future results.
1 Year
+3.0%
3 Years
+18.2%
5 Years
+13.3%
Fund Details
Asset Allocation
Stocks
52%
Bonds
45%
Other
2%
Investment Strategy
Actively-managed fund
Fund Size
CHF 101M
Depositary Bank
UBS Switzerland AG, Zürich
Swing Pricing
Yes
Fees & Costs
TER
1.25%
Custody Fee
Free
Retirement Projection
Based on max. contribution of CHF 7’258/year, age 30 to 65 (35 years), starting from CHF 0.
Projected CapitalCHF 317’991
Total Contributions
CHF 254’030
Estimated Growth
+CHF 63’961
Net Return
1.3% p.a.
Gross: 2.5%
Fee Impact
-CHF 83’008
Total Fees: 1.25%
Contributions
With Bank Cler Nachhaltig Ausgewogen (CHF) V
Without fees
Simulate with our 3a CalculatorCustomize your age, contribution & risk profile for a detailed projection.
Pros & Cons
Pros
- Pas de frais de garde
- pros.hasSwingPricing
Cons
- Coûts totaux plus élevés (1.25% p.a.)
- Gestion active = frais plus élevés
Provider Information
Bank Cler
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Open the Bank Cler Nachhaltig Ausgewogen (CHF) V today and start enjoying its benefits.