Fonds de prévoyance 3a#27 / 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
- 88% 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
+5.4%
3 Years
+31.3%
Fund Details
Asset Allocation
Stocks
88%
Bonds
6%
Other
6%
Investment Strategy
Actively-managed fund
Fund Size
CHF 124M
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 1’416’972
Total Contributions
CHF 254’030
Estimated Growth
+CHF 1’162’942
Net Return
8.6% p.a.
Gross: 9.5%
Fee Impact
-CHF 332’396
Total Fees: 0.93%
Contributions
With Migros Bank (CH) Fonds 85 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 (+31.3%)
- Pas de frais de garde
Cons
- Coûts totaux plus élevés (0.93% p.a.)
- Gestion active = frais plus élevés
- Forte allocation actions = plus de volatilité
- Pas de protection swing pricing
Provider Information
Migros Bank
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Open the Migros Bank (CH) Fonds 85 V today and start enjoying its benefits.