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CSA Mixta-BVG Index 45 A

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

Retirement category:

Pillar 3a, Vested benefits

General information:

Not specified.

ISIN:

CH0103826761

Yield model:

Cumulative

Investment strategy:

Passively-managed fund

Risk profile:

Balanced

Sustainability:

The retirement fund invests sustainably.

Fund structure:

Average stock component: 45%
Average bond component: 50%
Average real estate component: 5%
Average component other investments: 0%

Fund size:

1125.18 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: 5.914%
Year 2022: -16.312%
Year 2021: 9.083%
Year 2020: 4.9372%
Year 2019: 13.7251%
Year 2018: -5.4247%
Year 2017: 8.0867%
Year 2016: 4.0319%
Year 2015: -0.1716%
Year 2014: 10.5475%
Year 2013: 6.9278%
Year 2012: 8.3934%
Year 2011: 0.6242%
Year 2010: 2.782%

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