Fondi di previdenza 3a#36 / 67
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.
Key Features
- 77% 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
+2.9%
3 Years
+23.3%
5 Years
+22.6%
Fund Details
Asset Allocation
Stocks
77%
Bonds
20%
Other
2%
Investment Strategy
Actively-managed fund
Fund Size
CHF 106M
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 433’851
Total Contributions
CHF 254’030
Estimated Growth
+CHF 179’821
Net Return
2.9% p.a.
Gross: 4.2%
Fee Impact
-CHF 118’327
Total Fees: 1.22%
Contributions
With BKB Nachhaltig Wachstum (CHF) V
Without fees
Simulate with our 3a CalculatorCustomize your age, contribution & risk profile for a detailed projection.
Pros & Cons
Pros
- Buona performance a 3 anni (+23.3%)
- Nessuna commissione di custodia
- pros.hasSwingPricing
Cons
- Costi totali più elevati (1.22% p.a.)
- Gestione attiva = commissioni più alte
Provider Information
Cantonal Bank of Basel (BKB)
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Open the BKB Nachhaltig Wachstum (CHF) V today and start enjoying its benefits.