Mortgages

Zurich Invest ll - Target Investment Fund Obligationen C

  • Swiss retirement fund

  • For assets in pillar 3a

  • For vested benefits

Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0038339740
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Risk profile:
Minimal
Sustainability:
The retirement fund invests sustainably.
Fund structure:
Average stock component: 0%
Average bond component: 97%
Average real estate component: 0%
Average component other investments: 3%
Fund size:
90.96 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):
1.05% 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: 4.3073%
Year 2022: -13.2323%
Year 2021: -1.9802%
Year 2020: 1.8145%
Year 2019: 4.0923%
Year 2018: -3.0519%
Year 2017: 0.6141%
Year 2016: 1.7496%
Year 2015: -1.7095%
Year 2014: 3.9366%
Year 2013: -1.084%
Year 2012: 3.7789%
Year 2011: 0%

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