Prepaid card

BCV Pension 40 AP

  • Swiss retirement fund

  • For assets in pillar 3a

  • For vested benefits

Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0118631784
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Risk profile:
Balanced
Sustainability:
Is not specifically taken into account.
Fund structure:
Average stock component: 40%
Average bond component: 45%
Average real estate component: 15%
Average component other investments: 0%
Fund size:
590 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):
1.2% 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: 5.8261%
Year 2022: -14.9075%
Year 2021: 8.0555%
Year 2020: 1.8771%
Year 2019: 15.1262%
Year 2018: -5.2834%
Year 2017: 8.7287%
Year 2016: 2.8397%
Year 2015: 1.0246%
Year 2014: 9.6278%
Year 2013: 7.6336%
Year 2012: 8.9236%

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