Fonds de prévoyance 3a#36 / 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: 1.22%
- 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
+2.9%
3 Years
+23.3%
5 Years
+22.6%
Fund Details
Asset Allocation
Stocks
77%
Bonds
20%
Other
2%
Investment Strategy
Actively-managed fund
Fund Size
CHF 106M
Depositary Bank
UBS Switzerland AG, Zürich
Swing Pricing
Yes
Fees & Costs
TER
1.22%
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 433’851
Total Contributions
CHF 254’030
Estimated Growth
+CHF 179’821
Net Return
2.9% p.a.
Gross: 4.2%
Fee Impact
-CHF 118’327
Total Fees: 1.22%
Contributions
With BKB 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 (+23.3%)
- Pas de frais de garde
- pros.hasSwingPricing
Cons
- Coûts totaux plus élevés (1.22% p.a.)
- Gestion active = frais plus élevés
Provider Information
Cantonal Bank of Basel (BKB)
Visit Website →Information may have changed since our last review. Please verify all details directly with the provider before making any decisions.
Ready to Open?
Open the BKB Nachhaltig Wachstum (CHF) V today and start enjoying its benefits.