Fondi di previdenza 3a#61 / 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
- 0% allocazione azionaria
- TER: 1.04%
- Gestione attiva
- Nessuna commissione di custodia
Performance Over Time
Historical performance of this investment fund. Past performance is not indicative of future results.
Fund Details
Asset Allocation
Stocks
0%
Bonds
85%
Other
15%
Investment Strategy
Actively-managed fund
Fund Size
CHF 2M
Depositary Bank
UBS
Swing Pricing
No
Fees & Costs
TER
1.04%
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 274’938
Total Contributions
CHF 254’030
Estimated Growth
+CHF 20’908
Net Return
0.5% p.a.
Gross: 1.5%
Fee Impact
-CHF 55’969
Total Fees: 1.04%
Contributions
With Migros Bank (CH) Fonds 0 V
Without fees
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Pros & Cons
Pros
- Nessuna commissione di custodia
Cons
- Costi totali più elevati (1.04% p.a.)
- Gestione attiva = commissioni più alte
- Dimensione del fondo più piccola
- Nessuna protezione swing pricing
Provider Information
Migros Bank
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Open the Migros Bank (CH) Fonds 0 V today and start enjoying its benefits.