Fondi di previdenza 3a#62 / 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
- 32% allocazione azionaria
- TER: 1.22%
- 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
+2.3%
3 Years
+13.6%
5 Years
+3.8%
Fund Details
Asset Allocation
Stocks
32%
Bonds
65%
Other
2%
Investment Strategy
Actively-managed fund
Fund Size
CHF 21M
Depositary Bank
UBS Switzerland AG, Zürich
Swing Pricing
Yes
Fees & Costs
TER
1.22%
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 254’030
Total Contributions
CHF 254’030
Estimated Growth
+CHF 0
Net Return
0% p.a.
Gross: 0.7%
Fee Impact
-CHF 35’064
Total Fees: 1.22%
Contributions
With Bank Cler Nachhaltig Einkommen (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 (1.22% p.a.)
- Gestione attiva = commissioni più alte
- Performance a 3 anni inferiore alla media
- Dimensione del fondo più piccola
Provider Information
Bank Cler
Visit Website →Information may have changed since our last review. Please verify all details directly with the provider before making any decisions.
Ready to Open?
Open the Bank Cler Nachhaltig Einkommen (CHF) V today and start enjoying its benefits.