Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0395929810
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Risk profile:
Balanced
Sustainability:
The retirement fund invests sustainably.
Fund structure:
Average stock component: 24%
Average bond component: 56%
Average real estate component: 15%
Average component other investments: 5%
Average bond component: 56%
Average real estate component: 15%
Average component other investments: 5%
Fund size:
85 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 Zurich (ZKB)
Custody fee:
No custodial fee
Total expense ratio (TER):
1.29% 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:
Yes
Retrocessions:
None
Published performance (accounting for TER):
Year 2023: 4.5284%
Year 2022: -12.9925%
Year 2021: 4.736%
Year 2020: 3.2406%
Year 2019: 10.7803%
Year 2022: -12.9925%
Year 2021: 4.736%
Year 2020: 3.2406%
Year 2019: 10.7803%
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