Private Accounts

LUKB Expert-Vorsorge 75 E

  • Swiss retirement fund

  • For assets in pillar 3a

  • For vested benefits

Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0352060435
Yield model:
Recurring distributions
Investment strategy:
Actively-managed fund
Risk profile:
Very high
Sustainability:
The retirement fund invests sustainably.
Fund structure:
Average stock component: 75%
Average bond component: 22%
Average real estate component: 2%
Average component other investments: 1%
Fund size:
284.68 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):
0.8% 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: 13.7499%
Year 2022: -17.1278%
Year 2021: 18.3442%
Year 2020: 6.7044%
Year 2019: 21.3765%
Year 2018: -9.0391%

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