Fonds de prévoyance 3a#40 / 67
Our Take
C'est un fonds de prévoyance 3a qui investit votre épargne retraite dans un portefeuille diversifié. Il se comporte bien sur la plupart des critères et offre un bon rapport qualité-prix.
Key Features
- 77% d'allocation en actions
- TER: 1.23%
- 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
+23.4%
5 Years
+22.7%
Fund Details
Asset Allocation
Stocks
77%
Bonds
20%
Other
2%
Investment Strategy
Actively-managed fund
Fund Size
CHF 64M
Depositary Bank
UBS Switzerland AG, Zürich
Swing Pricing
Yes
Fees & Costs
TER
1.23%
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 434’580
Total Contributions
CHF 254’030
Estimated Growth
+CHF 180’550
Net Return
2.9% p.a.
Gross: 4.2%
Fee Impact
-CHF 119’685
Total Fees: 1.23%
Contributions
With Bank Cler Nachhaltig Wachstum (CHF) V
Without fees
Simulate with our 3a CalculatorCustomize your age, contribution & risk profile for a detailed projection.
Pros & Cons
Pros
- Bonne performance sur 3 ans (+23.4%)
- Pas de frais de garde
- pros.hasSwingPricing
Cons
- Coûts totaux plus élevés (1.23% p.a.)
- Gestion active = frais plus élevés
- Taille de fonds plus petite
Provider Information
Bank Cler
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Open the Bank Cler Nachhaltig Wachstum (CHF) V today and start enjoying its benefits.