Private Accounts

Zuger KB Strategie ESG Dynamisch BV

  • Swiss retirement fund

  • For assets in pillar 3a

Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0435830614
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Risk profile:
High
Sustainability:
The retirement fund invests sustainably.
Fund structure:
Average stock component: 54%
Average bond component: 42%
Average real estate component: 2%
Average component other investments: 2%
Fund size:
108 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):
1.2% 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: 5.7848%
Year 2022: -16.6198%
Year 2021: 10.7419%
Year 2020: 6.8296%
Year 2019: 17.8314%

More products

Zuger KB Strategie ESG Ausgewogen BV
Zuger KB Strategie ESG Konservativ BV

Special offers for Moneyland users

Moneyland Special Offers

Funds

Allianz Fund Investments

  • Special offer with CHF 200 welcome bonus

  • No prior knowledge necessary: Advice from experts

  • One of the 10 largest asset managers worldwide

Learn more now
Swiss Broker

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

Benefit now
Swiss Trading Platform

Cornèrtrader Special Offer

  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Benefit now
Swiss digital bank

Alpian

  • CHF 100 welcome bonus

  • Favorable foreign exchange rates

  • Multi-currency account with Visa card (CHF, EUR, USD, GBP) 

Benefit now
Special offers for Moneyland users

Moneyland Special Offers

Funds

Allianz Fund Investments

  • Special offer with CHF 200 welcome bonus

  • No prior knowledge necessary: Advice from experts

  • One of the 10 largest asset managers worldwide

Learn more now
Swiss Broker

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

Benefit now
Swiss Trading Platform

Cornèrtrader Special Offer

  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Benefit now
Swiss digital bank

Alpian

  • CHF 100 welcome bonus

  • Favorable foreign exchange rates

  • Multi-currency account with Visa card (CHF, EUR, USD, GBP) 

Benefit now
Deal of the Day
×
Funds

Allianz Fund Investments

Special offer with CHF 200 welcome bonus

Learn more See all deals
Company

View Portrait

Show categories

Cantonal Bank of Zug

Products

Company
Users
Banks & Telecom
Insurance & Pensions
SSL
Swiss Made Logo
reCAPTCHA protected by
reCAPTCHA
Privacy - Terms

moneyland.ch is Switzerland’s independent online comparison service covering banking, insurance and telecom. Contact us