Tellco Strategy 45

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Tellco Strategy 45

  • Swiss retirement fund

  • For assets in pillar 3a

  • For vested benefits

  • Digital product
  • Direct online application
Retirement category:
Pillar 3a, Vested benefits
General information:
The product shown is the strategy fund of Tellco. In addition to the strategy funds, customers have the option of investing in various supplementary funds (ETFs).
ISIN:
CH0450201329
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Risk profile:
Balanced
Sustainability:
The retirement fund invests sustainably.
Fund structure:
Average stock component: 46%
Average bond component: 28%
Average real estate component: 20%
Average component other investments: 6%
Fund size:
15 million Swiss francs
Continue outside the pillar 3a after retirement:
Free transfer of fund assets to a private securities account possible.
Depositary bank:
Tellco Bank AG
Custody fee:
No custodial fee
Synthetic total expense ratio (TER):
0.64% 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:
None
Published performance (accounting for TER):
Year 2023: 4.9053%
Year 2022: -16.3562%
Year 2021: 11.4414%
Year 2020: 3.46%
Year 2019: 14.55%

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Swiss Trading Platform

Cornèrtrader Special Offer

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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

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