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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:

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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50% off the annual fee in first year
45'000 bonus points (instead of 15'000)
CHF 75 Moneyland-Bonus (Code LAND25) + CHF 50 Alpian bonus

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Special offer: particularly favorable conditions for Moneyland users
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