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Private Accounts

LUKB Expert-Vorsorge 45 E

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

Retirement category:

Pillar 3a, Vested benefits

General information:

Not specified.

ISIN:

CH0004055171

Yield model:

Recurring distributions

Investment strategy:

Actively-managed fund

Risk profile:

Balanced

Sustainability:

The retirement fund invests sustainably.

Fund structure:

Average stock component: 45%
Average bond component: 46%
Average real estate component: 5%
Average component other investments: 4%

Fund size:

712.55 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):

0.6% 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: 10.128%
Year 2022: -14.0785%
Year 2021: 11.4499%
Year 2020: 4.6332%
Year 2019: 14.4132%
Year 2018: -5.6103%
Year 2017: 9.2332%
Year 2016: 1.1421%
Year 2015: -0.2858%
Year 2014: 6.8801%
Year 2013: 4.7244%
Year 2012: 6.0268%
Year 2011: 0.3404%
Year 2010: -0.9278%
Year 2009: 11.4771%
Year 2008: -11.9304%
Year 2007: 0.8354%
Year 2006: 3.1896%
Year 2005: 8.6143%
Year 2004: 1.9085%
Year 2003: 6.0731%
Year 2002: -4.2643%

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