Retirement category:
Pillar 3a, Vested benefits
General information:
ISIN:
CH0479448240
Yield model:
Cumulative
Investment strategy:
Passively-managed fund
Asset Allocation:
Part d'actions: 44%
Bond component: 54%
Real estate component: 2%
Component other investments: 0%
Bond component: 54%
Real estate component: 2%
Component other investments: 0%
Fund size:
586 million Swiss francs
Depositary bank:
UBS
Custody fee:
No custodial fee
Total expense ratio (TER):
0.72% per year
Issuing fee paid to issuer:
No issuing fee paid to issuer
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
Official performance as of Sep 30, 2025 (net of TER):
1 Jahr: 3.61%
3 Jahre: 23.66%
5 Jahre: 15.54%
3 Jahre: 23.66%
5 Jahre: 15.54%
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