Fondi di previdenza 3a#47 / 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
- 52% allocazione azionaria
- TER: 1.25%
- 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
+3.0%
3 Years
+18.2%
5 Years
+13.3%
Fund Details
Asset Allocation
Stocks
52%
Bonds
45%
Other
2%
Investment Strategy
Actively-managed fund
Fund Size
CHF 101M
Depositary Bank
UBS Switzerland AG, Zürich
Swing Pricing
Yes
Fees & Costs
TER
1.25%
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 317’991
Total Contributions
CHF 254’030
Estimated Growth
+CHF 63’961
Net Return
1.3% p.a.
Gross: 2.5%
Fee Impact
-CHF 83’008
Total Fees: 1.25%
Contributions
With Bank Cler Nachhaltig Ausgewogen (CHF) V
Without fees
Simulate with our 3a CalculatorCustomize your age, contribution & risk profile for a detailed projection.
Pros & Cons
Pros
- Nessuna commissione di custodia
- pros.hasSwingPricing
Cons
- Costi totali più elevati (1.25% p.a.)
- Gestione attiva = commissioni più alte
Provider Information
Bank Cler
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Ready to Open?
Open the Bank Cler Nachhaltig Ausgewogen (CHF) V today and start enjoying its benefits.