Fondi di previdenza 3a#33 / 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
- 45% allocazione azionaria
- TER: 0.60%
- 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
+3.8%
3 Years
+27.5%
5 Years
+24.2%
10 Years
+50.4%
Fund Details
Asset Allocation
Stocks
45%
Bonds
48%
Real Estate
6%
Other
1%
Investment Strategy
Actively-managed fund
Fund Size
CHF 773M
Depositary Bank
Luzerner Kantonalbank (LUKB)
Swing Pricing
No
Fees & Costs
TER
0.60%
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 515’963
Total Contributions
CHF 254’030
Estimated Growth
+CHF 261’933
Net Return
3.8% p.a.
Gross: 4.4%
Fee Impact
-CHF 66’335
Total Fees: 0.6%
Contributions
With LUKB Expert-Vorsorge 45 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 (+27.5%)
- Nessuna commissione di custodia
- Grande dimensione del fondo (stabile)
Cons
- Gestione attiva = commissioni più alte
- Nessuna protezione swing pricing
Provider Information
Cantonal Bank of Luzern (LUKB)
Visit Website →Information may have changed since our last review. Please verify all details directly with the provider before making any decisions.
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