Fondi di previdenza 3a#44 / 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
- 25% allocazione azionaria
- TER: 0.52%
- 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
+20.5%
5 Years
+13.6%
Fund Details
Asset Allocation
Stocks
25%
Bonds
66%
Real Estate
7%
Other
2%
Investment Strategy
Actively-managed fund
Fund Size
CHF 130M
Depositary Bank
Luzerner Kantonalbank (LUKB)
Swing Pricing
No
Fees & Costs
TER
0.52%
Issuing Fee
0.40%
Retirement Projection
Based on max. contribution of CHF 7’258/year, age 30 to 65 (35 years), starting from CHF 0.
Projected CapitalCHF 367’526
Total Contributions
CHF 254’030
Estimated Growth
+CHF 113’496
Net Return
2.1% p.a.
Gross: 2.6%
Fee Impact
-CHF 37’918
Total Fees: 0.52%
Contributions
With LUKB Expert-Vorsorge 25 E
Without fees
Simulate with our 3a CalculatorCustomize your age, contribution & risk profile for a detailed projection.
Pros & Cons
Pros
- Buona performance a 3 anni (+20.5%)
- Nessuna commissione di custodia
Cons
- Gestione attiva = commissioni più alte
- Nessuna protezione swing pricing
Provider Information
Cantonal Bank of Luzern (LUKB)
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