Fondi di previdenza 3a#42 / 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
- 43% allocazione azionaria
- TER: 1.14%
- 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
43%
Bonds
43%
Real Estate
5%
Other
9%
Investment Strategy
Actively-managed fund
Fund Size
CHF 107M
Depositary Bank
Waadtländische Kantonalbank (BCV)
Swing Pricing
No
Fees & Costs
TER
1.14%
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 399’428
Total Contributions
CHF 254’030
Estimated Growth
+CHF 145’398
Net Return
2.5% p.a.
Gross: 3.7%
Fee Impact
-CHF 99’071
Total Fees: 1.14%
Contributions
With Piguet Galland Active Prévoyance 40 P
Without fees
Simulate with our 3a CalculatorCustomize your age, contribution & risk profile for a detailed projection.
Pros & Cons
Pros
- Nessuna commissione di custodia
Cons
- Costi totali più elevati (1.14% p.a.)
- Gestione attiva = commissioni più alte
- Nessuna protezione swing pricing
Provider Information
Piguet Galland
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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Open the Piguet Galland Active Prévoyance 40 P today and start enjoying its benefits.