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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