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CSA Mixta-BVG Index 35 A

Swiss retirement fund
For assets in pillar 3a
For vested benefits

Retirement category:

Pillar 3a, Vested benefits

General information:

Not specified.

ISIN:

CH0115202738

Yield model:

Cumulative

Investment strategy:

Passively-managed fund

Risk profile:

Balanced

Sustainability:

The retirement fund invests sustainably.

Fund structure:

Average stock component: 35%
Average bond component: 60%
Average real estate component: 5%
Average component other investments: 0%

Fund size:

380.46 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):

0.81% 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: 5.7073%
Year 2022: -15.8033%
Year 2021: 6.6333%
Year 2020: 4.3619%
Year 2019: 11.4737%
Year 2018: -4.5609%
Year 2017: 6.1525%
Year 2016: 3.6333%
Year 2015: -0.0343%
Year 2014: 9.7729%
Year 2013: 4.6849%
Year 2012: 7.2705%
Year 2011: 1.4725%

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