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CSA Mixta-BVG Index 25 A

Swiss retirement fund
For assets in pillar 3a
For vested benefits

Retirement category:

Pillar 3a, Vested benefits

General information:

Not specified.

ISIN:

CH0115202712

Yield model:

Cumulative

Investment strategy:

Passively-managed fund

Risk profile:

Balanced

Sustainability:

The retirement fund invests sustainably.

Fund structure:

Average stock component: 25%
Average bond component: 70%
Average real estate component: 5%
Average component other investments: 0%

Fund size:

229.11 million Swiss francs

Continue outside the pillar 3a after retirement:

Fund shares must be sold upon retirement.

Depositary bank:

UBS Switzerland AG

Custody fee:

No custodial fee

Synthetic total expense ratio (TER):

0.8% 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:

Yes

Retrocessions:

None

Published performance (accounting for TER):

Year 2023: 5.6262%
Year 2022: -15.2976%
Year 2021: 4.1486%
Year 2020: 3.6929%
Year 2019: 9.1174%
Year 2018: -3.6839%
Year 2017: 4.2842%
Year 2016: 3.1807%
Year 2015: 0.15%
Year 2014: 8.9364%
Year 2013: 2.5677%
Year 2012: 6.1852%
Year 2011: 2.4005%

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