frankly Light 15 Responsible

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frankly Light 15 Responsible

  • 35 CHF moneyland.ch voucher code FRANKLY999

  • Top conditions & performance

  • For pillar 3a and vested benefits

  • Digital retirement
Retirement category:
Pillar 3a, Vested benefits
General information:

For new frankly customers of moneyland.ch there is a voucher for a fee discount in the amount of CHF 35 with the code FRANKLY999. Secure your voucher now.

The flat fee does not apply to the cash in your account. It only applies to the part of your assets that is invested in Frankly funds.

ISIN:
CH0497630977
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Asset Allocation:
Part d'actions: 15%
Bond component: 70%
Real estate component: 15%
Component other investments: 0%
Fund size:
72.89 million Swiss francs
Depositary bank:
Zürcher Kantonalbank (ZKB)
Custody fee:
No custodial fee
Total expense ratio (TER):
0% per year
Synthetic total expense ratio (TER):
0.04% per year
Flat fee:
0.43% 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
Official performance as of Sep 30, 2025 (net of TER):
1 Jahr: 2.31%
3 Jahre: 15.08%
5 Jahre: 5.97%

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Special offers for Moneyland users

Moneyland Special Offers

Swiss Trading Platform

Swissquote

  • Leading Swiss online bank with FINMA license

  • Free multicurrency account & low commissions

  • Access to more than 3 million products (shares, ETFs, crypto and more)

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote

  • CHF 20 trading credit with code «YUHMONEYLAND»

Swiss Broker

Saxo Bank Special Offer

  • Special offer: Reimbursement of brokerage fees up to CHF 200 for 90 days

  • Licensed Swiss bank (FINMA)

  • Free expert research and trading signals

Life Insurance

Generali

  • CHF 100.- Migros voucher upon conclusion

  • Death coverage

  • Premium guarantee: No increase

Online private account

UBS key4

  • 50 KeyClub points as a welcome gift

  • Online private account with debit card

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