Cantonal Bank of Vaud (BCV)
Fondi di previdenza 3a
ISIN: CH0118631784

BCV Pension 40 AP

Cantonal Bank of Vaud (BCV)

Overall Rating

2.5/5

TER

0.00%

Stocks

40%

Investment Strategy

Actively-managed fund

Currency

CHF

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Our Take

Questo è un fondo di previdenza 3a che investe i tuoi risparmi pensionistici in un portafoglio diversificato. Si comporta bene nella maggior parte dei criteri e offre un buon rapporto qualità-prezzo. I bassi costi totali lo rendono una scelta efficiente per la costruzione di patrimonio a lungo termine.

Key Features

  • 40% allocazione azionaria
  • TER: 0.00%
  • 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

+4.6%

3 Years

+22.1%

5 Years

+15.1%

10 Years

+41.5%

Fund Details

Asset Allocation

Stocks

40%

Bonds

45%

Real Estate

15%

Investment Strategy

Actively-managed fund

Fund Size

CHF 663M

Depositary Bank

Waadtländische Kantonalbank (BCV)

Swing Pricing

No

Fees & Costs

TER

0.00%

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 425’917
Total Contributions
CHF 254’030
Estimated Growth
+CHF 171’887
Net Return
2.8% p.a.
Gross: 2.8%
Fee Impact
-CHF 0
Total Fees: 0%
Contributions
With BCV Pension 40 AP
Without fees
Simulate with our 3a CalculatorCustomize your age, contribution & risk profile for a detailed projection.

Pros & Cons

Pros

  • Costi totali bassi (0.00% p.a.)
  • Buona performance a 3 anni (+22.1%)
  • Nessuna commissione di custodia
  • Grande dimensione del fondo (stabile)

Cons

  • Gestione attiva = commissioni più alte
  • Nessuna protezione swing pricing

Provider Information

Cantonal Bank of Vaud (BCV)

Cantonal Bank of Vaud (BCV)

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Open the BCV Pension 40 AP today and start enjoying its benefits.