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
- 45% d'allocation en actions
- TER: 1.10%
- 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
+0.3%
3 Years
+16.8%
5 Years
+5.9%
10 Years
+23.9%
Fund Details
Asset Allocation
Stocks
45%
Bonds
50%
Other
5%
Investment Strategy
Actively-managed fund
Fund Size
CHF 2.4B
Depositary Bank
State Street Bank International GmbH, Zweigniederlassung Zürich
Swing Pricing
No
Fees & Costs
TER
1.10%
Custody Fee
Free
Issuing Fee
0.75%
Retirement Projection
Based on max. contribution of CHF 7’258/year, age 30 to 65 (35 years), starting from CHF 0.
Pros & Cons
Pros
- Pas de frais de garde
- Grande taille de fonds (stable)
Cons
- Coûts totaux plus élevés (1.10% p.a.)
- Gestion active = frais plus élevés
- Pas de protection swing pricing
Provider Information
Raiffeisen Switzerland
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