English

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:

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

Up to CHF 550 Benefit

Amex Gold & Alpian Account

50% off the annual fee in first year
45'000 bonus points (instead of 15'000)
CHF 75 Moneyland-Bonus (Code LAND25) + CHF 50 Alpian bonus

Secure offer 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

Amex promotion until April 6

Amex Platinum Card

50% off the annual fee in the first year
Extra bonus: 75,000 instead of 45,000 Membership Rewards points
Further benefits: 10% discount on purchases in Gübelin boutiques & Up to CHF 160 Dining credit per year in over 600 GaultMillau restaurants

Secure offer now

Free bank account

Yuh

No account fees
Banking partner: Swissquote & Postfinance
CHF 20 trading credit with code «YUHMONEYLAND»

Benefit now

Special offers for Moneyland users

Moneyland Special Offers

Up to CHF 550 Benefit

Amex Gold & Alpian Account

50% off the annual fee in first year
45'000 bonus points (instead of 15'000)
CHF 75 Moneyland-Bonus (Code LAND25) + CHF 50 Alpian bonus

Secure offer 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

Amex promotion until April 6

Amex Platinum Card

50% off the annual fee in the first year
Extra bonus: 75,000 instead of 45,000 Membership Rewards points
Further benefits: 10% discount on purchases in Gübelin boutiques & Up to CHF 160 Dining credit per year in over 600 GaultMillau restaurants

Secure offer now

Free bank account

Yuh