Prepaid card
BCV Pension 25 AP
-
Swiss retirement fund
-
For assets in pillar 3a
-
For vested benefits
Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0118631289
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Risk profile:
Balanced
Sustainability:
Is not specifically taken into account.
Fund structure:
Average stock component: 25%
Average bond component: 65%
Average real estate component: 10%
Average component other investments: 0%
Average bond component: 65%
Average real estate component: 10%
Average component other investments: 0%
Fund size:
854 million Swiss francs
Continue outside the pillar 3a after retirement:
Free transfer of fund assets to a private securities account possible.
Depositary bank:
Cantonal Bank of Vaud (BCV)
Custody fee:
No custodial fee
Synthetic total expense ratio (TER):
1.1% per year
Issuing fee paid to issuer:
No issuing fee paid to issuer
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:
Yes
Published performance (accounting for TER):
Year 2023: 5.5324%
Year 2022: -13.5945%
Year 2021: 3.8635%
Year 2020: 1.4174%
Year 2019: 9.7513%
Year 2018: -3.7746%
Year 2017: 5.3828%
Year 2016: 2.0309%
Year 2015: 0.247%
Year 2014: 7.9888%
Year 2013: 4.054%
Year 2012: 7.0049%
Year 2022: -13.5945%
Year 2021: 3.8635%
Year 2020: 1.4174%
Year 2019: 9.7513%
Year 2018: -3.7746%
Year 2017: 5.3828%
Year 2016: 2.0309%
Year 2015: 0.247%
Year 2014: 7.9888%
Year 2013: 4.054%
Year 2012: 7.0049%
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