Tellco Classic – Strategy 25 V

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Tellco Classic – Strategy 25 V

  • 3a savings account & investment solution

  • More than 60 affordable mutual funds and ETFs

  • Complimentary life insurance and disability insurance when you use Tellco’s investment solutions

  • Direct online application
  • For vested benefits
Retirement category:
Pillar 3a, Vested benefits
General information:

The product shown is Tellco's strategy fund. In addition to the strategy fund, customers also have the option of investing in over 60 different low-cost investment funds (ETFs).

ISIN:
CH0450201261
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Asset Allocation:
Part d'actions: 26%
Bond component: 43%
Real estate component: 22%
Component other investments: 9%
Fund size:
18 million Swiss francs
Depositary bank:
Tellco Bank AG
Custody fee:
No custodial fee
Synthetic total expense ratio (TER):
0.69% 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: 2.09%
3 Jahre: 12.53%

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  • 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

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  • No account fees

  • Banking partner: Swissquote

  • CHF 20 trading credit with code «YUHMONEYLAND»

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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

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  • CHF 100.- Migros voucher upon conclusion

  • Death coverage

  • Premium guarantee: No increase

Online private account

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  • 50 KeyClub points as a welcome gift

  • Online private account with debit card

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