Mortgages

Swiss Life BVG-Mix 75

  • Swiss retirement fund

  • For assets in pillar 3a

  • For vested benefits

Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0435830028
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Risk profile:
Very high
Sustainability:
Is not specifically taken into account.
Fund structure:
Average stock component: 75%
Average bond component: 13%
Average real estate component: 5%
Average component other investments: 7%
Fund size:
290 million Swiss francs
Continue outside the pillar 3a after retirement:
Fund shares must be sold upon retirement.
Depositary bank:
UBS
Custody fee:
1% per year
Total expense ratio (TER):
0.62% per year
Synthetic total expense ratio (TER):
0.62% per year
Issuing fee paid to issuer:
No issuing fee paid to issuer
Issuing fee credited to invested fund capital:
0.07%
Sales fee paid to issuer:
No sales fee paid to issuer
Sales fee credited to invested fund capital:
0.03%
Swing Pricing:
No
Retrocessions:
None
Published performance (accounting for TER):
Year 2023: 6.2%
Year 2022: -14.5%
Year 2021: 17.6699%

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