Prepaid card

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:
No
Retrocessions:
None
Published performance (accounting for TER):
Year 2023: 10.5166%
Year 2022: -17.7498%
Year 2021: 19.2286%

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