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%

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