Credit Cards

CSA Mixta-BVG Equity 75 A

  • Swiss retirement fund

  • For assets in pillar 3a

  • For vested benefits

Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0382614821
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Risk profile:
Very high
Sustainability:
The retirement fund invests sustainably.
Fund structure:
Average stock component: 75%
Average bond component: 10%
Average real estate component: 10%
Average component other investments: 5%
Fund size:
203.45 million Swiss francs
Continue outside the pillar 3a after retirement:
Fund must be sold after retirement. Purchase of similar fund with pension assets possible for a fee.
Depositary bank:
UBS Switzerland AG
Custody fee:
No custodial fee
Synthetic total expense ratio (TER):
1.41% 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: 8.2804%
Year 2022: -17.3409%
Year 2021: 16.1828%
Year 2020: 6.6239%
Year 2019: 19.3334%

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