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%
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%
Year 2022: -17.7498%
Year 2021: 19.2286%
More products
Special offers for Moneyland users
Free bank account
Swiss Broker
Swiss digital bank
Moneyland Special Offers
Yuh
No account fees
Banking partner: Swissquote & Postfinance
CHF 20 trading credit with code «YUHMONEYLAND»
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
Alpian
CHF 75 welcome bonus with referral code LAND25.
Favorable foreign exchange rates
Multi-currency account with Visa card (CHF, EUR, USD, GBP)
Deal of the Day 
Free bank account
Yuh
No account fees
Show categories
