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ZKB Swisscanto IPF III Vorsorge Fonds 95 Passiv VT

Swiss retirement fund
For assets in pillar 3a

Retirement category:

Pillar 3a

General information:

Not specified.

ISIN:

CH0511961424

Yield model:

Cumulative

Investment strategy:

Passively-managed fund

Risk profile:

Very high

Sustainability:

Is not specifically taken into account.

Fund structure:

Average stock component: 95%
Average bond component: 0%
Average real estate component: 3%
Average component other investments: 2%

Fund size:

92.93 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:

0.1%

Sales fee paid to issuer:

0.65%, maximum CHF 1000.00

Sales fee credited to invested fund capital:

0.09%

Swing Pricing:

Retrocessions:

None

Published performance (accounting for TER):

Year 2023: 10.5166%
Year 2022: -17.7498%
Year 2021: 19.2286%

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