3a Anlagefonds#35 / 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
- 69% Aktienanteil
- TER: 0.93%
- Aktiv verwaltet
- Keine Depotgebühr
Performance Over Time
Historical performance of this investment fund. Past performance is not indicative of future results.
1 Year
+5.0%
3 Years
+26.8%
Fund Details
Asset Allocation
Stocks
69%
Bonds
24%
Other
7%
Investment Strategy
Actively-managed fund
Fund Size
CHF 74M
Depositary Bank
UBS
Swing Pricing
No
Fees & Costs
TER
0.93%
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 1’071’532
Total Contributions
CHF 254’030
Estimated Growth
+CHF 817’502
Net Return
7.3% p.a.
Gross: 8.2%
Fee Impact
-CHF 245’174
Total Fees: 0.93%
Contributions
With Migros Bank (CH) Fonds 65 V
Without fees
Simulate with our 3a CalculatorCustomize your age, contribution & risk profile for a detailed projection.
Pros & Cons
Pros
- Gute 3-Jahres-Rendite (+26.8%)
- Keine Depotgebühr
Cons
- Höhere Gesamtkosten (0.93% p.a.)
- Aktives Management = höhere Gebühren
- Kleinere Fondsgrösse
- Kein Swing Pricing Schutz
Provider Information
Migros Bank
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Open the Migros Bank (CH) Fonds 65 V today and start enjoying its benefits.