frankly Strong 75 Index

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frankly Strong 75 Index

  • Swiss retirement fund

  • For pillar 3a and vested benefits

  • Digital retirement

  • With CHF 35 moneyland.ch voucher
  • Voucher code FRANKLY999
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:
CH0512157774
Yield model:
Cumulative
Investment strategy:
Passively-managed fund
Risk profile:
Very high
Sustainability:
Is not specifically taken into account.
Fund structure:
Average stock component: 75%
Average bond component: 13%
Average real estate component: 5%
Average component other investments: 7%
Fund size:
457.13 million Swiss francs
Continue outside the pillar 3a after retirement:
Fund must be sold after retirement. Purchase of similar fund with pension assets possible. Only issuing and sales fees are charged (credited to invested fund capital).
Depositary bank:
Cantonal Bank of Zurich (ZKB)
Custody fee:
No custodial fee
Synthetic total expense ratio (TER):
0.04% per year
Flat fee:
0.44% per year
Issuing fee paid to issuer:
No issuing fee paid to issuer
Issuing fee credited to invested fund capital:
0.13%
Sales fee paid to issuer:
No sales fee paid to issuer
Sales fee credited to invested fund capital:
0.08%
Swing Pricing:
No
Retrocessions:
None
Published performance (accounting for TER):
Year 2023: 7.9872%
Year 2022: -15.1928%
Year 2021: 16.603%

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  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Free bank account

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  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

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  • CHF 75 welcome bonus with referral code LAND25.

  • Favorable foreign exchange rates

  • Multi-currency account with Visa card (CHF, EUR, USD, GBP) 

CHF 14.95 Megadeal

GoMo+ mobile plan

  • Free activation (-39.95 CHF)

  • 1 month for free (-14.95 CHF)

  • All unlimited in CH, 3GB in Europe

Online private account

UBS key4

  • 50 KeyClub points as a welcome gift

  • Online private account with debit card

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