Fondi di previdenza 3a#32 / 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
- 50% allocazione azionaria
- TER: 1.20%
- 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
+4.6%
3 Years
+23.9%
5 Years
+19.0%
10 Years
+43.5%
Fund Details
Asset Allocation
Stocks
50%
Bonds
40%
Real Estate
10%
Investment Strategy
Actively-managed fund
Fund Size
CHF 839M
Depositary Bank
UBS
Swing Pricing
Yes
Fees & Costs
TER
1.20%
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 387’037
Total Contributions
CHF 254’030
Estimated Growth
+CHF 133’007
Net Return
2.3% p.a.
Gross: 3.5%
Fee Impact
-CHF 101’085
Total Fees: 1.2%
Contributions
With PF Pension ESG 50 Fund
Without fees
Simulate with our 3a CalculatorCustomize your age, contribution & risk profile for a detailed projection.
Pros & Cons
Pros
- Buona performance a 3 anni (+23.9%)
- Nessuna commissione di custodia
- Grande dimensione del fondo (stabile)
- pros.hasSwingPricing
Cons
- Costi totali più elevati (1.20% p.a.)
- Gestione attiva = commissioni più alte
Provider Information
PostFinance
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Ready to Open?
Open the PF Pension ESG 50 Fund today and start enjoying its benefits.