Private Accounts

Zuger KB Strategie ESG Ausgewogen BV

  • Swiss retirement fund

  • For assets in pillar 3a

  • For vested benefits

Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0382491063
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Risk profile:
Balanced
Sustainability:
The retirement fund invests sustainably.
Fund structure:
Average stock component: 41%
Average bond component: 55%
Average real estate component: 2%
Average component other investments: 2%
Fund size:
498 million Swiss francs
Continue outside the pillar 3a after retirement:
Free transfer of fund assets to a private securities account possible.
Depositary bank:
State Street Bank International GmbH, Zürich
Custody fee:
0.3% per year
Synthetic total expense ratio (TER):
1.08% per year
Issuing fee paid to issuer:
0.75%
Issuing fee credited to invested fund capital:
No issuing fee credited to invested fund capital.
Sales fee paid to issuer:
0.75%
Sales fee credited to invested fund capital:
No sales fee credited to invested fund capital.
Swing Pricing:
No
Retrocessions:
None
Published performance (accounting for TER):
Year 2023: 5.1093%
Year 2022: -16.1638%
Year 2021: 6.4316%
Year 2020: 6.8337%
Year 2019: 15.4186%
Year 2018: -8.1649%

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