frankly Strong 75 Responsible

Get voucher

frankly Strong 75 Responsible

  • Swiss retirement fund

  • For pillar 3a and vested benefits

  • Digital retirement

  • With CHF 35 moneyland.ch voucher
  • Voucher code FRANKLY999
Retirement category:
Pillar 3a, Vested benefits
General information:

For new frankly customers of moneyland.ch there is a voucher for a fee discount in the amount of CHF 35 with the code FRANKLY999. Secure your voucher now.

The flat fee does not apply to the cash in your account. It only applies to the part of your assets that is invested in Frankly funds.

ISIN:
CH0497631454
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: 20%
Average real estate component: 5%
Average component other investments: 0%
Fund size:
347.74 million Swiss francs
Continue outside the pillar 3a after retirement:
Fund shares must be sold upon retirement.
Depositary bank:
Cantonal Bank of Zurich (ZKB)
Custody fee:
No custodial fee
Synthetic total expense ratio (TER):
0.01% per year
Flat fee:
0.44% 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: 9.3452%
Year 2022: -14.0405%
Year 2021: 18.324%
Year 2020: 6.6959%

Special offers for Moneyland users

Moneyland Special Offers

Swiss digital bank

Alpian Savings Account

  • Up to 1% interest if you open your account before March 31, 2025*

  • Any number of withdrawals possible without any withdrawal limits or notice periods

  • Monthly interest crediting

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

Swiss Trading Platform

Cornèrtrader Special Offer

  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Swiss digital bank

Alpian

  • CHF 75 welcome bonus with referral code LAND25.

  • Favorable foreign exchange rates

  • Multi-currency account with Visa card (CHF, EUR, USD, GBP) 

Amex promotion until April 6

Amex Platinum Card

  • 50% off the annual fee in the first year

  • Extra bonus: 75,000 instead of 45,000 Membership Rewards points

  • Further benefits: 10% discount on purchases in Gübelin boutiques & Up to CHF 160 Dining credit per year in over 600 GaultMillau restaurants

Special offers for Moneyland users

Moneyland Special Offers

Swiss digital bank

Alpian Savings Account

  • Up to 1% interest if you open your account before March 31, 2025*

  • Any number of withdrawals possible without any withdrawal limits or notice periods

  • Monthly interest crediting

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

Swiss Trading Platform

Cornèrtrader Special Offer

  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Swiss digital bank

Alpian

  • CHF 75 welcome bonus with referral code LAND25.

  • Favorable foreign exchange rates

  • Multi-currency account with Visa card (CHF, EUR, USD, GBP) 

Amex promotion until April 6

Amex Platinum Card

  • 50% off the annual fee in the first year

  • Extra bonus: 75,000 instead of 45,000 Membership Rewards points

  • Further benefits: 10% discount on purchases in Gübelin boutiques & Up to CHF 160 Dining credit per year in over 600 GaultMillau restaurants

Deal of the Day
×
Swiss digital bank

Alpian Savings Account

Up to 1% interest if you open your account before March 31, 2025*