Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH1233586770
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Risk profile:
Balanced
Sustainability:
The retirement fund invests sustainably.
Fund structure:
Average stock component: 45%
Average bond component: 43%
Average real estate component: 5%
Average component other investments: 7%
Average bond component: 43%
Average real estate component: 5%
Average component other investments: 7%
Fund size:
86 million Swiss francs
Continue outside the pillar 3a after retirement:
Free transfer of fund assets to a private securities account possible.
Depositary bank:
Cantonal Bank of Vaud (BCV)
Custody fee:
No custodial fee
Total expense ratio (TER):
1.15% 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
Retrocessions:
None
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