English

Prepaid card

Raiffeisen Futura Pension Invest Growth V

Swiss retirement fund
For assets in pillar 3a
For vested benefits

Retirement category:

Pillar 3a, Vested benefits

General information:

Transfer of subfunds on 01.04.2019 from the phased out Raiffeisen Index Fund – Pension Growth to the new Raiffeisen Pension Invest Futura Growth I umbrella fund. Historical performance before 2019 is that of the phased-out Raiffeisen Pension Invest Pension Growth I umbrella fund.

ISIN:

CH0189322339

Yield model:

Cumulative

Investment strategy:

Actively-managed fund

Risk profile:

High

Sustainability:

The retirement fund invests sustainably.

Fund structure:

Average stock component: 65%
Average bond component: 30%
Average real estate component: 0%
Average component other investments: 5%

Fund size:

1179 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):

1.2% 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: 6.2288%
Year 2022: -18.9402%
Year 2021: 12.5069%
Year 2020: 2.7637%
Year 2019: 17.4658%
Year 2018: -9.0943%
Year 2017: 14.7262%
Year 2016: 5.0159%
Year 2015: -3.3878%
Year 2014: 7.4437%
Year 2013: 9.0284%

More products

Raiffeisen Futura Pension Invest Balanced V

Raiffeisen Futura Pension Invest Equity V

Raiffeisen Futura Pension Invest Yield V

Special offers for Moneyland users

Moneyland Special Offers

Free bank account

Yuh

No account fees
Banking partner: Swissquote & Postfinance
CHF 20 trading credit with code «YUHMONEYLAND»

Swiss Broker

Saxo Bank Special Offer

Special offer: Reimbursement of brokerage fees up to CHF 200 for 90 days
Licensed Swiss bank (FINMA)
Free expert research and trading signals

Funds

Allianz Fund Investments

Special offer with CHF 200 welcome bonus
No prior knowledge necessary: Advice from experts
One of the 10 largest asset managers worldwide

Swiss digital bank

Alpian

CHF 100 welcome bonus
Favorable foreign exchange rates
Multi-currency account with Visa card (CHF, EUR, USD, GBP)

Swiss Trading Platform

Cornèrtrader Special Offer

Special offer: particularly favorable conditions for Moneyland users
No custody account fees for shares
Swiss online bank with FINMA license

Special offers for Moneyland users

Moneyland Special Offers

Free bank account

Yuh

No account fees
Banking partner: Swissquote & Postfinance
CHF 20 trading credit with code «YUHMONEYLAND»

Swiss Broker

Saxo Bank Special Offer

Special offer: Reimbursement of brokerage fees up to CHF 200 for 90 days
Licensed Swiss bank (FINMA)
Free expert research and trading signals

Funds

Allianz Fund Investments

Special offer with CHF 200 welcome bonus
No prior knowledge necessary: Advice from experts
One of the 10 largest asset managers worldwide

Swiss digital bank

Alpian

CHF 100 welcome bonus
Favorable foreign exchange rates
Multi-currency account with Visa card (CHF, EUR, USD, GBP)

Swiss Trading Platform

Cornèrtrader Special Offer

Special offer: particularly favorable conditions for Moneyland users
No custody account fees for shares
Swiss online bank with FINMA license

×

Free bank account

Yuh

No account fees

Learn more See all deals

Company

Users

Banks & Telecom

Insurance & Pensions

reCAPTCHA

protected by
reCAPTCHA
Privacy - Terms

moneyland.ch is Switzerland’s independent online comparison service covering banking, insurance and telecom. Contact us