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Migros Bank (CH) Fonds 25 V

  • Swiss retirement fund

  • For assets in pillar 3a

  • For vested benefits

Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0023406496
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Risk profile:
Balanced
Sustainability:
Is not specifically taken into account.
Fund structure:
Average stock component: 25%
Average bond component: 60%
Average real estate component: 0%
Average component other investments: 15%
Fund size:
94 million Swiss francs
Continue outside the pillar 3a after retirement:
Free transfer of fund assets to a private securities account possible.
Depositary bank:
UBS
Custody fee:
No custodial fee
Synthetic total expense ratio (TER):
0.91% 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:
No
Retrocessions:
None
Published performance (accounting for TER):
Year 2023: 4.771%
Year 2022: -11.7194%
Year 2021: 4.4391%
Year 2020: 0.999%
Year 2019: 8.4089%
Year 2018: -3.9821%
Year 2017: 5.5223%
Year 2016: 1.7612%
Year 2015: 0.2275%
Year 2014: 7.2802%
Year 2013: 4.888%
Year 2012: 6.9455%
Year 2011: -0.1127%
Year 2010: 1.1584%
Year 2009: 11.5388%
Year 2008: -12.2519%
Year 2007: 0.3085%

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