Prepaid card

ZKB Swisscanto (CH) Vorsorge Fonds 25 Passiv VT

  • Swiss retirement fund

  • For assets in pillar 3a

  • For vested benefits

Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0133721065
Yield model:
Cumulative
Investment strategy:
Passively-managed fund
Risk profile:
Balanced
Sustainability:
Is not specifically taken into account.
Fund structure:
Average stock component: 25%
Average bond component: 63%
Average real estate component: 5%
Average component other investments: 7%
Fund size:
243.78 million Swiss francs
Continue outside the pillar 3a after retirement:
Transfer of fund assets to a private securities account possible. Issuing and sales fees are charged (credited to invested fund capital).
Depositary bank:
Cantonal Bank of Zurich (ZKB)
Custody fee:
0.3% per year
Synthetic total expense ratio (TER):
0.42% per year
Issuing fee paid to issuer:
0.65%, maximum CHF 1000.00
Issuing fee credited to invested fund capital:
0.28%
Sales fee paid to issuer:
0.65%, maximum CHF 1000.00
Sales fee credited to invested fund capital:
0.05%
Swing Pricing:
No
Retrocessions:
None
Published performance (accounting for TER):
Year 2023: 4.8713%
Year 2022: -12.9602%
Year 2021: 4.2661%
Year 2020: 4.1037%
Year 2019: 9.215%
Year 2018: -3.8037%
Year 2017: 4.4617%
Year 2016: 3.4486%
Year 2015: -1.213%
Year 2014: 7.0251%
Year 2013: 0.7514%
Year 2012: 6.3536%

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