3a Anlagefonds#59 / 67
Our Take
Dies ist ein Säule 3a Anlagefonds, der Ihre Altersvorsorge in ein diversifiziertes Portfolio investiert. Er bietet eine solide Option, kann aber im Vergleich zu den bestbewerteten Alternativen einige Einschränkungen haben.
Key Features
- 97% Aktienanteil
- TER: 1.26%
- Swing-Pricing-Schutz
- Aktiv verwaltet
- Keine Depotgebühr
Performance Over Time
Historical performance of this investment fund. Past performance is not indicative of future results.
1 Year
+2.5%
3 Years
+26.5%
Fund Details
Asset Allocation
Stocks
97%
Bonds
0%
Other
2%
Investment Strategy
Actively-managed fund
Fund Size
CHF 36M
Depositary Bank
UBS Switzerland AG, Zürich
Swing Pricing
Yes
Fees & Costs
TER
1.26%
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 981’591
Total Contributions
CHF 254’030
Estimated Growth
+CHF 727’561
Net Return
6.9% p.a.
Gross: 8.2%
Fee Impact
-CHF 314’341
Total Fees: 1.26%
Contributions
With BKB Nachhaltig Aktien (CHF) V
Without fees
Simulate with our 3a CalculatorCustomize your age, contribution & risk profile for a detailed projection.
Pros & Cons
Pros
- Gute 3-Jahres-Rendite (+26.5%)
- Keine Depotgebühr
- pros.hasSwingPricing
Cons
- Höhere Gesamtkosten (1.26% p.a.)
- Aktives Management = höhere Gebühren
- Hoher Aktienanteil = mehr Schwankungen
- Kleinere Fondsgrösse
Provider Information
Cantonal Bank of Basel (BKB)
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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