Private Accounts

BAP BVG-Mix Dynamic Allocation 0-40 R

  • Swiss retirement fund

  • For assets in pillar 3a

  • For vested benefits

Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0343879125
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Risk profile:
Balanced
Sustainability:
Is not specifically taken into account.
Fund structure:
Average stock component: 30%
Average bond component: 33%
Average real estate component: 29%
Average component other investments: 8%
Fund size:
46 million Swiss francs
Continue outside the pillar 3a after retirement:
Fund shares must be sold upon retirement.
Depositary bank:
Baloise Bank
Custody fee:
0.2% per year
Synthetic total expense ratio (TER):
0.75% per year
Issuing fee paid to issuer:
0.47%
Issuing fee credited to invested fund capital:
No issuing fee credited to invested fund capital.
Sales fee paid to issuer:
No sales fee paid to issuer
Sales fee credited to invested fund capital:
No sales fee credited to invested fund capital.
Swing Pricing:
No
Retrocessions:
None
Published performance (accounting for TER):
Year 2023: 4.7934%
Year 2022: -9.3814%
Year 2021: 5.0585%
Year 2020: -0.323%
Year 2019: 9.5753%
Year 2018: -1.9094%

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Special offers for Moneyland users

Moneyland Special Offers

Up to CHF 550 Benefit

Amex Gold & Alpian Account

  • 50% off the annual fee in first year

  • 45'000 bonus points (instead of 15'000)

  • CHF 75 Moneyland-Bonus (Code LAND25) + CHF 50 Alpian bonus

Swiss Trading Platform

Cornèrtrader Special Offer

  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Amex promotion until April 6

Amex Platinum Card

  • 50% off the annual fee in the first year

  • Extra bonus: 75,000 instead of 45,000 Membership Rewards points

  • Further benefits: 10% discount on purchases in Gübelin boutiques & Up to CHF 160 Dining credit per year in over 600 GaultMillau restaurants

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  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

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Up to CHF 550 Benefit

Amex Gold & Alpian Account

50% off the annual fee in first year