Life Insurance

MobiFonds Select 60 3A

  • Swiss retirement fund

  • For assets in pillar 3a

Retirement category:
Pillar 3a
General information:
Not specified.
ISIN:
CH0211608895
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Risk profile:
Balanced
Sustainability:
Is not specifically taken into account.
Fund structure:
Average stock component: 48%
Average bond component: 34%
Average real estate component: 14%
Average component other investments: 4%
Fund size:
421 million Swiss francs
Continue outside the pillar 3a after retirement:
Transfer of fund assets to a private securities custody account possible.
Depositary bank:
Cantonal Bank of Zurich (ZKB)
Custody fee:
No custodial fee
Total expense ratio (TER):
0.83% per year
Synthetic total expense ratio (TER):
0.95% 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:
Nur intern
Published performance (accounting for TER):
Year 2023: 6.4982%
Year 2022: -13.5662%
Year 2021: 7.6661%
Year 2020: 4.7608%
Year 2019: 13.8737%
Year 2018: -4.8376%
Year 2017: 8.5234%
Year 2016: 0.6844%
Year 2015: 0.9545%
Year 2014: 9.2354%

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