Mortgages

Zurich Invest ll - Target Investment Fund 35 C

  • Swiss retirement fund

  • For assets in pillar 3a

  • For vested benefits

Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0038339955
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Risk profile:
Balanced
Sustainability:
The retirement fund invests sustainably.
Fund structure:
Average stock component: 35%
Average bond component: 57%
Average real estate component: 6%
Average component other investments: 2%
Fund size:
694.62 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 GmbH
Custody fee:
No custodial fee
Synthetic total expense ratio (TER):
1.32% per year
Issuing fee paid to issuer:
1%
Issuing fee credited to invested fund capital:
No issuing fee credited to invested fund capital.
Sales fee paid to issuer:
No sales fee paid to issuer
Sales fee credited to invested fund capital:
No sales fee credited to invested fund capital.
Swing Pricing:
No
Retrocessions:
Yes
Published performance (accounting for TER):
Year 2023: 4.902%
Year 2022: -14.5068%
Year 2021: 7.2614%
Year 2020: 3.4335%
Year 2019: 12.0192%
Year 2018: -5.9533%
Year 2017: 6.672%
Year 2016: 1.7171%
Year 2015: -0.8994%
Year 2014: 6.8855%
Year 2013: 7.0065%
Year 2012: 7.4915%
Year 2011: -2.977%

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