Fondi di previdenza 3a#60 / 67
Our Take
Questo è un fondo di previdenza 3a che investe i tuoi risparmi pensionistici in un portafoglio diversificato. Offre un'opzione decente ma potrebbe avere alcune limitazioni rispetto alle alternative meglio valutate.
Key Features
- 97% allocazione azionaria
- TER: 1.27%
- Protezione swing pricing
- Gestione attiva
- Nessuna commissione di custodia
Performance Over Time
Historical performance of this investment fund. Past performance is not indicative of future results.
1 Year
+2.6%
3 Years
+26.7%
Fund Details
Asset Allocation
Stocks
97%
Bonds
0%
Other
2%
Investment Strategy
Actively-managed fund
Fund Size
CHF 14M
Depositary Bank
UBS Switzerland AG, Zürich
Swing Pricing
Yes
Fees & Costs
TER
1.27%
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 991’676
Total Contributions
CHF 254’030
Estimated Growth
+CHF 737’646
Net Return
6.9% p.a.
Gross: 8.2%
Fee Impact
-CHF 320’848
Total Fees: 1.27%
Contributions
With Bank Cler Nachhaltig Aktien (CHF) V
Without fees
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Pros & Cons
Pros
- Buona performance a 3 anni (+26.7%)
- Nessuna commissione di custodia
- pros.hasSwingPricing
Cons
- Costi totali più elevati (1.27% p.a.)
- Gestione attiva = commissioni più alte
- Alta allocazione azionaria = più volatilità
- Dimensione del fondo più piccola
Provider Information
Bank Cler
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