Life Insurance

MobiFonds Select 90 3A

  • Swiss retirement fund

  • For assets in pillar 3a

Retirement category:
Pillar 3a
General information:
Not specified.
ISIN:
CH0484059214
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Risk profile:
Very high
Sustainability:
Is not specifically taken into account.
Fund structure:
Average stock component: 87%
Average bond component: 0%
Average real estate component: 8%
Average component other investments: 5%
Fund size:
269 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):
1.04% per year
Synthetic total expense ratio (TER):
1.13% 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: 5.2267%
Year 2022: -16.5239%
Year 2021: 16.7244%
Year 2020: 6.9773%

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