Credit Cards

CSA Mixta-BVG Index 25 A

  • Swiss retirement fund

  • For assets in pillar 3a

  • For vested benefits

Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0115202712
Yield model:
Cumulative
Investment strategy:
Passively-managed fund
Risk profile:
Balanced
Sustainability:
The retirement fund invests sustainably.
Fund structure:
Average stock component: 25%
Average bond component: 70%
Average real estate component: 5%
Average component other investments: 0%
Fund size:
229.11 million Swiss francs
Continue outside the pillar 3a after retirement:
Fund shares must be sold upon retirement.
Depositary bank:
UBS Switzerland AG
Custody fee:
No custodial fee
Synthetic total expense ratio (TER):
0.8% 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: 5.6262%
Year 2022: -15.2976%
Year 2021: 4.1486%
Year 2020: 3.6929%
Year 2019: 9.1174%
Year 2018: -3.6839%
Year 2017: 4.2842%
Year 2016: 3.1807%
Year 2015: 0.15%
Year 2014: 8.9364%
Year 2013: 2.5677%
Year 2012: 6.1852%
Year 2011: 2.4005%

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