Prepaid card
ZKB Swisscanto BVG 3 Responsible Portfolio 75 RT
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Swiss retirement fund
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For assets in pillar 3a
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For vested benefits
Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0414854486
Yield model:
Cumulative
Investment strategy:
Actively-managed fund
Risk profile:
Very high
Sustainability:
The retirement fund invests sustainably.
Fund structure:
Average stock component: 75%
Average bond component: 20%
Average real estate component: 5%
Average component other investments: 0%
Average bond component: 20%
Average real estate component: 5%
Average component other investments: 0%
Fund size:
92.92 million Swiss francs
Continue outside the pillar 3a after retirement:
Fund shares must be sold upon retirement.
Depositary bank:
Cantonal Bank of Zurich (ZKB)
Custody fee:
0.3% per year
Synthetic total expense ratio (TER):
0.83% per year
Issuing fee paid to issuer:
0.65%, maximum CHF 1000.00
Issuing fee credited to invested fund capital:
No issuing fee credited to invested fund capital.
Sales fee paid to issuer:
0.65%, maximum CHF 1000.00
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: 8.5918%
Year 2022: -14.6448%
Year 2021: 17.5046%
Year 2020: 5.8764%
Year 2019: 18.5477%
Year 2022: -14.6448%
Year 2021: 17.5046%
Year 2020: 5.8764%
Year 2019: 18.5477%
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