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BEKB Strategiefonds Nachhaltig 40 Schweiz Vorsorge B

  • Swiss retirement fund

  • For assets in pillar 3a

  • For vested benefits

Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0366023817
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Risk profile:
Balanced
Sustainability:
The retirement fund invests sustainably.
Fund structure:
Average stock component: 44%
Average bond component: 40%
Average real estate component: 7%
Average component other investments: 9%
Fund size:
89.58 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
Synthetic total expense ratio (TER):
1.28% per year
Issuing fee paid to issuer:
No issuing fee paid to issuer
Issuing fee credited to invested fund capital:
0.1%
Sales fee paid to issuer:
No sales fee paid to issuer
Sales fee credited to invested fund capital:
0.1%
Swing Pricing:
No
Retrocessions:
None
Published performance (accounting for TER):
Year 2023: 7.1791%
Year 2022: -13.925%
Year 2021: 6.83%
Year 2020: 2.772%
Year 2019: 10.3598%
Year 2018: -4.7605%

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