Prepaid card

Raiffeisen Futura Pension Invest Equity V

  • Swiss retirement fund

  • For assets in pillar 3a

  • For vested benefits

Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0441199582
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Risk profile:
Very high
Sustainability:
The retirement fund invests sustainably.
Fund structure:
Average stock component: 95%
Average bond component: 0%
Average real estate component: 0%
Average component other investments: 5%
Fund size:
590 million Swiss francs
Continue outside the pillar 3a after retirement:
Free transfer of fund assets to a private securities account possible.
Depositary bank:
State Street Bank International GmbH, Zweigniederlassung Zürich
Custody fee:
No custodial fee
Total expense ratio (TER):
1.25% per year
Issuing fee paid to issuer:
0.75%
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: 7.0457%
Year 2022: -20.7645%
Year 2021: 20.4188%
Year 2020: 3.8735%

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