Private Accounts

LUKB Expert-Vorsorge 25 E

  • Swiss retirement fund

  • For assets in pillar 3a

  • For vested benefits

Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0352060427
Yield model:
Recurring distributions
Investment strategy:
Actively-managed fund
Risk profile:
Balanced
Sustainability:
The retirement fund invests sustainably.
Fund structure:
Average stock component: 25%
Average bond component: 65%
Average real estate component: 6%
Average component other investments: 4%
Fund size:
104.7 million Swiss francs
Continue outside the pillar 3a after retirement:
Free transfer of fund assets to a private securities custody account possible. Subsequent purchase not possible, subsequent sale free of charge.
Depositary bank:
Cantonal Bank of Luzern (LUKB)
Custody fee:
0.25% per year
Total expense ratio (TER):
0.52% per year
Issuing fee paid to issuer:
0.4%
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:
No
Retrocessions:
None
Published performance (accounting for TER):
Year 2023: 7.4905%
Year 2022: -12.1574%
Year 2021: 6.1637%
Year 2020: 2.9603%
Year 2019: 9.9519%
Year 2018: -3.6958%

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