Fonds de prévoyance 3a#35 / 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
- 69% d'allocation en actions
- TER: 0.93%
- 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
+5.0%
3 Years
+26.8%
Fund Details
Asset Allocation
Stocks
69%
Bonds
24%
Other
7%
Investment Strategy
Actively-managed fund
Fund Size
CHF 74M
Depositary Bank
UBS
Swing Pricing
No
Fees & Costs
TER
0.93%
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 1’071’532
Total Contributions
CHF 254’030
Estimated Growth
+CHF 817’502
Net Return
7.3% p.a.
Gross: 8.2%
Fee Impact
-CHF 245’174
Total Fees: 0.93%
Contributions
With Migros Bank (CH) Fonds 65 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 (+26.8%)
- Pas de frais de garde
Cons
- Coûts totaux plus élevés (0.93% p.a.)
- Gestion active = frais plus élevés
- Taille de fonds plus petite
- Pas de protection swing pricing
Provider Information
Migros Bank
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