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Tellco Strategy 25

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Tellco Strategy 25

Swiss retirement fund
For assets in pillar 3a
For vested benefits
Digital product
Direct online application

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Retirement category:

Pillar 3a, Vested benefits

General information:

The product shown is the strategy fund of Tellco. In addition to the strategy funds, customers have the option of investing in various supplementary funds (ETFs).

ISIN:

CH0450201261

Yield model:

Cumulative

Investment strategy:

Actively-managed fund

Risk profile:

Balanced

Sustainability:

The retirement fund invests sustainably.

Fund structure:

Average stock component: 26%
Average bond component: 44%
Average real estate component: 22%
Average component other investments: 8%

Fund size:

19 million Swiss francs

Continue outside the pillar 3a after retirement:

Free transfer of fund assets to a private securities account possible.

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

Retrocessions:

None

Published performance (accounting for TER):

Year 2023: 3.7861%
Year 2022: -15.0705%
Year 2021: 6.9524%
Year 2020: 3.49%
Year 2019: 11.01%

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