Prepaid card

PF Pension – ESG 100 Fund

  • Swiss retirement fund

  • For assets in pillar 3a

Retirement category:
Pillar 3a
General information:
Not specified.
ISIN:
CH0484781684
Yield model:
Recurring distributions
Investment strategy:
Actively-managed fund
Risk profile:
Very high
Sustainability:
The retirement fund invests sustainably.
Fund structure:
Average stock component: 100%
Average bond component: 0%
Average real estate component: 0%
Average component other investments: 0%
Fund size:
311 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
Total expense ratio (TER):
1.27% 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:
Yes
Retrocessions:
Yes
Published performance (accounting for TER):
Year 2023: 9.1686%
Year 2022: -16.4523%
Year 2021: 22.5274%
Year 2020: 5.7614%

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