Cantonal Bank of Vaud (BCV)
Fondi di previdenza 3a
ISIN: CH0528270090

BCV Pension 70 AP

Cantonal Bank of Vaud (BCV)

Overall Rating

2.4/5

TER

0.00%

Stocks

70%

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. Offre un'opzione decente ma potrebbe avere alcune limitazioni rispetto alle alternative meglio valutate. I bassi costi totali lo rendono una scelta efficiente per la costruzione di patrimonio a lungo termine.

Key Features

  • 70% 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

+5.0%

3 Years

+27.4%

5 Years

+25.4%

Fund Details

Asset Allocation

Stocks

70%

Bonds

20%

Real Estate

10%

Investment Strategy

Actively-managed fund

Fund Size

CHF 189M

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 606’702
Total Contributions
CHF 254’030
Estimated Growth
+CHF 352’672
Net Return
4.6% p.a.
Gross: 4.6%
Fee Impact
-CHF 0
Total Fees: 0%
Contributions
With BCV Pension 70 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 (+27.4%)
  • Nessuna commissione di custodia

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 70 AP today and start enjoying its benefits.