Strategies
Compare the performance of up to 6 strategies
| Equity 0 (Pension) | Equity 20 (Pension) | Equity 40 (Pension) | Equity 60 (Pension) | Equity 80 (Pension) | Equity 100 (Pension) | |
|---|---|---|---|---|---|---|
| Global | ||||||
| Switzerland | ||||||
| Sustainable |
finpension Equity 40 (Pension)
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Bonds | 99 % | |||
| UBS (CH) Index Fund - Bonds CHF 1-5 NSL I-X-acc | CH0214974369 | 0.00 % | 99 % | Factsheet |
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 20 % | |||
| UBS (CH) Index Fund - Equities Switzerland Large Capped NSL I-X-acc | CH0033782431 | 0.00 % | 6 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZB | CH0429081620 | 0.00 % | 4 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZBH | CH0429081638 | 0.00 % | 4 % | Factsheet |
| CSIF (CH) III Equity World ex CH Small Cap Blue - Pension Fund DB | CH0214967314 | 0.09 % | 2 % | Factsheet |
| UBS (CH) Index Fund - Equities Emerging Markets NSL I-B-acc | CH0017844686 | 0.09 % | 2 % | Factsheet |
| UBS (CH) Index Fund - Equities Switzerland Small & Mid I-X-acc | CH0110869143 | 0.00 % | 2 % | Factsheet |
| Bonds | 70 % | |||
| UBS (CH) Index Fund - Bonds Global ex CHF Corporate NSL (CHF hedged) I-X-acc | CH0189956813 | 0.00 % | 28 % | Factsheet |
| UBS (CH) Index Fund - Bonds CHF NSL I-X-acc | CH0039003055 | 0.00 % | 21 % | Factsheet |
| UBS (CH) Index Fund 2 - Bonds Global ex CHF Government NSL (CHF hedged) I-X-acc | CH0188772989 | 0.01 % | 14 % | Factsheet |
| UBS (CH) Index Fund - Bonds USD Emerging Markets Government NSL (CHF hedged) I-B-acc | CH0259132261 | 0.09 % | 7 % | Factsheet |
| Real Estate | 9 % | |||
| CSIF (CH) III Real Estate World ex CH - Pension Fund ZB | CH0217837456 | 0.00 % | 5 % | Factsheet |
| UBS (CH) Index Fund 2 - Real Estate Switzerland Funds NSL I-X-acc | CH0036599816 | 0.00 % * | 4 % | Factsheet |
|
* CSIF (CH) I Real Estate Switzerland Blue ZB invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on CSIF (CH) I Real Estate Switzerland Blue ZB, the TER costs of the sub-funds are shown under «Ongoing charges». CSIF (CH) I Real Estate Switzerland Blue ZB itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 40 % | |||
| UBS (CH) Index Fund - Equities Switzerland Large Capped NSL I-X-acc | CH0033782431 | 0.00 % | 12 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZB | CH0429081620 | 0.00 % | 8 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZBH | CH0429081638 | 0.00 % | 8 % | Factsheet |
| CSIF (CH) III Equity World ex CH Small Cap Blue - Pension Fund DB | CH0214967314 | 0.09 % | 4 % | Factsheet |
| UBS (CH) Index Fund - Equities Emerging Markets NSL I-B-acc | CH0017844686 | 0.09 % | 4 % | Factsheet |
| UBS (CH) Index Fund - Equities Switzerland Small & Mid I-X-acc | CH0110869143 | 0.00 % | 4 % | Factsheet |
| Bonds | 50 % | |||
| UBS (CH) Index Fund - Bonds Global ex CHF Corporate NSL (CHF hedged) I-X-acc | CH0189956813 | 0.00 % | 20 % | Factsheet |
| UBS (CH) Index Fund - Bonds CHF NSL I-X-acc | CH0039003055 | 0.00 % | 15 % | Factsheet |
| UBS (CH) Index Fund 2 - Bonds Global ex CHF Government NSL (CHF hedged) I-X-acc | CH0188772989 | 0.01 % | 10 % | Factsheet |
| UBS (CH) Index Fund - Bonds USD Emerging Markets Government NSL (CHF hedged) I-B-acc | CH0259132261 | 0.09 % | 5 % | Factsheet |
| Real Estate | 9 % | |||
| CSIF (CH) III Real Estate World ex CH - Pension Fund ZB | CH0217837456 | 0.00 % | 5 % | Factsheet |
| UBS (CH) Index Fund 2 - Real Estate Switzerland Funds NSL I-X-acc | CH0036599816 | 0.00 % * | 4 % | Factsheet |
|
* CSIF (CH) I Real Estate Switzerland Blue ZB invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on CSIF (CH) I Real Estate Switzerland Blue ZB, the TER costs of the sub-funds are shown under «Ongoing charges». CSIF (CH) I Real Estate Switzerland Blue ZB itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 60 % | |||
| UBS (CH) Index Fund - Equities Switzerland Large Capped NSL I-X-acc | CH0033782431 | 0.00 % | 18 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZB | CH0429081620 | 0.00 % | 12 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZBH | CH0429081638 | 0.00 % | 12 % | Factsheet |
| CSIF (CH) III Equity World ex CH Small Cap Blue - Pension Fund DB | CH0214967314 | 0.09 % | 6 % | Factsheet |
| UBS (CH) Index Fund - Equities Emerging Markets NSL I-B-acc | CH0017844686 | 0.09 % | 6 % | Factsheet |
| UBS (CH) Index Fund - Equities Switzerland Small & Mid I-X-acc | CH0110869143 | 0.00 % | 6 % | Factsheet |
| Bonds | 30 % | |||
| UBS (CH) Index Fund - Bonds Global ex CHF Corporate NSL (CHF hedged) I-X-acc | CH0189956813 | 0.00 % | 12 % | Factsheet |
| UBS (CH) Index Fund - Bonds CHF NSL I-X-acc | CH0039003055 | 0.00 % | 9 % | Factsheet |
| UBS (CH) Index Fund 2 - Bonds Global ex CHF Government NSL (CHF hedged) I-X-acc | CH0188772989 | 0.01 % | 6 % | Factsheet |
| UBS (CH) Index Fund - Bonds USD Emerging Markets Government NSL (CHF hedged) I-B-acc | CH0259132261 | 0.09 % | 3 % | Factsheet |
| Real Estate | 9 % | |||
| CSIF (CH) III Real Estate World ex CH - Pension Fund ZB | CH0217837456 | 0.00 % | 5 % | Factsheet |
| UBS (CH) Index Fund 2 - Real Estate Switzerland Funds NSL I-X-acc | CH0036599816 | 0.00 % * | 4 % | Factsheet |
|
* CSIF (CH) I Real Estate Switzerland Blue ZB invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on CSIF (CH) I Real Estate Switzerland Blue ZB, the TER costs of the sub-funds are shown under «Ongoing charges». CSIF (CH) I Real Estate Switzerland Blue ZB itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 80 % | |||
| UBS (CH) Index Fund - Equities Switzerland Large Capped NSL I-X-acc | CH0033782431 | 0.00 % | 24 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZB | CH0429081620 | 0.00 % | 16 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZBH | CH0429081638 | 0.00 % | 16 % | Factsheet |
| CSIF (CH) III Equity World ex CH Small Cap Blue - Pension Fund DB | CH0214967314 | 0.09 % | 8 % | Factsheet |
| UBS (CH) Index Fund - Equities Emerging Markets NSL I-B-acc | CH0017844686 | 0.09 % | 8 % | Factsheet |
| UBS (CH) Index Fund - Equities Switzerland Small & Mid I-X-acc | CH0110869143 | 0.00 % | 8 % | Factsheet |
| Bonds | 10 % | |||
| UBS (CH) Index Fund - Bonds Global ex CHF Corporate NSL (CHF hedged) I-X-acc | CH0189956813 | 0.00 % | 4 % | Factsheet |
| UBS (CH) Index Fund - Bonds CHF NSL I-X-acc | CH0039003055 | 0.00 % | 3 % | Factsheet |
| UBS (CH) Index Fund 2 - Bonds Global ex CHF Government NSL (CHF hedged) I-X-acc | CH0188772989 | 0.01 % | 2 % | Factsheet |
| UBS (CH) Index Fund - Bonds USD Emerging Markets Government NSL (CHF hedged) I-B-acc | CH0259132261 | 0.09 % | 1 % | Factsheet |
| Real Estate | 9 % | |||
| CSIF (CH) III Real Estate World ex CH - Pension Fund ZB | CH0217837456 | 0.00 % | 5 % | Factsheet |
| UBS (CH) Index Fund 2 - Real Estate Switzerland Funds NSL I-X-acc | CH0036599816 | 0.00 % * | 4 % | Factsheet |
|
* CSIF (CH) I Real Estate Switzerland Blue ZB invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on CSIF (CH) I Real Estate Switzerland Blue ZB, the TER costs of the sub-funds are shown under «Ongoing charges». CSIF (CH) I Real Estate Switzerland Blue ZB itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 99 % | |||
| UBS (CH) Index Fund - Equities Switzerland Large Capped NSL I-X-acc | CH0033782431 | 0.00 % | 29 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZB | CH0429081620 | 0.00 % | 20 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZBH | CH0429081638 | 0.00 % | 20 % | Factsheet |
| CSIF (CH) III Equity World ex CH Small Cap Blue - Pension Fund DB | CH0214967314 | 0.09 % | 10 % | Factsheet |
| UBS (CH) Index Fund - Equities Emerging Markets NSL I-B-acc | CH0017844686 | 0.09 % | 10 % | Factsheet |
| UBS (CH) Index Fund - Equities Switzerland Small & Mid I-X-acc | CH0110869143 | 0.00 % | 10 % | Factsheet |
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Bonds | 99 % | |||
| UBS (CH) Index Fund - Bonds CHF 1-5 NSL I-X-acc | CH0214974369 | 0.00 % | 99 % | Factsheet |
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 20 % | |||
| UBS (CH) Index Fund - Equities Switzerland Large Capped NSL I-X-acc | CH0033782431 | 0.00 % | 10 % | Factsheet |
| UBS (CH) Index Fund - Equities Switzerland Small & Mid I-X-acc | CH0110869143 | 0.00 % | 4 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZB | CH0429081620 | 0.00 % | 2 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZBH | CH0429081638 | 0.00 % | 2 % | Factsheet |
| CSIF (CH) III Equity World ex CH Small Cap Blue - Pension Fund DB | CH0214967314 | 0.09 % | 1 % | Factsheet |
| UBS (CH) Index Fund - Equities Emerging Markets NSL I-B-acc | CH0017844686 | 0.09 % | 1 % | Factsheet |
| Bonds | 70 % | |||
| UBS (CH) Index Fund - Bonds CHF NSL I-X-acc | CH0039003055 | 0.00 % | 28 % | Factsheet |
| UBS (CH) Index Fund - Bonds Global ex CHF Corporate NSL (CHF hedged) I-X-acc | CH0189956813 | 0.00 % | 21 % | Factsheet |
| UBS (CH) Index Fund 2 - Bonds Global ex CHF Government NSL (CHF hedged) I-X-acc | CH0188772989 | 0.01 % | 14 % | Factsheet |
| UBS (CH) Index Fund - Bonds USD Emerging Markets Government NSL (CHF hedged) I-B-acc | CH0259132261 | 0.09 % | 7 % | Factsheet |
| Real Estate | 9 % | |||
| UBS (CH) Index Fund 2 - Real Estate Switzerland Funds NSL I-X-acc | CH0036599816 | 0.00 % * | 6 % | Factsheet |
| CSIF (CH) III Real Estate World ex CH - Pension Fund ZB | CH0217837456 | 0.00 % | 3 % | Factsheet |
|
* CSIF (CH) I Real Estate Switzerland Blue ZB invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on CSIF (CH) I Real Estate Switzerland Blue ZB, the TER costs of the sub-funds are shown under «Ongoing charges». CSIF (CH) I Real Estate Switzerland Blue ZB itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 40 % | |||
| UBS (CH) Index Fund - Equities Switzerland Large Capped NSL I-X-acc | CH0033782431 | 0.00 % | 20 % | Factsheet |
| UBS (CH) Index Fund - Equities Switzerland Small & Mid I-X-acc | CH0110869143 | 0.00 % | 8 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZB | CH0429081620 | 0.00 % | 4 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZBH | CH0429081638 | 0.00 % | 4 % | Factsheet |
| CSIF (CH) III Equity World ex CH Small Cap Blue - Pension Fund DB | CH0214967314 | 0.09 % | 2 % | Factsheet |
| UBS (CH) Index Fund - Equities Emerging Markets NSL I-B-acc | CH0017844686 | 0.09 % | 2 % | Factsheet |
| Bonds | 50 % | |||
| UBS (CH) Index Fund - Bonds CHF NSL I-X-acc | CH0039003055 | 0.00 % | 20 % | Factsheet |
| UBS (CH) Index Fund - Bonds Global ex CHF Corporate NSL (CHF hedged) I-X-acc | CH0189956813 | 0.00 % | 15 % | Factsheet |
| UBS (CH) Index Fund 2 - Bonds Global ex CHF Government NSL (CHF hedged) I-X-acc | CH0188772989 | 0.01 % | 10 % | Factsheet |
| UBS (CH) Index Fund - Bonds USD Emerging Markets Government NSL (CHF hedged) I-B-acc | CH0259132261 | 0.09 % | 5 % | Factsheet |
| Real Estate | 9 % | |||
| UBS (CH) Index Fund 2 - Real Estate Switzerland Funds NSL I-X-acc | CH0036599816 | 0.00 % * | 6 % | Factsheet |
| CSIF (CH) III Real Estate World ex CH - Pension Fund ZB | CH0217837456 | 0.00 % | 3 % | Factsheet |
|
* CSIF (CH) I Real Estate Switzerland Blue ZB invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on CSIF (CH) I Real Estate Switzerland Blue ZB, the TER costs of the sub-funds are shown under «Ongoing charges». CSIF (CH) I Real Estate Switzerland Blue ZB itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 60 % | |||
| UBS (CH) Index Fund - Equities Switzerland Large Capped NSL I-X-acc | CH0033782431 | 0.00 % | 30 % | Factsheet |
| UBS (CH) Index Fund - Equities Switzerland Small & Mid I-X-acc | CH0110869143 | 0.00 % | 12 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZB | CH0429081620 | 0.00 % | 6 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZBH | CH0429081638 | 0.00 % | 6 % | Factsheet |
| CSIF (CH) III Equity World ex CH Small Cap Blue - Pension Fund DB | CH0214967314 | 0.09 % | 3 % | Factsheet |
| UBS (CH) Index Fund - Equities Emerging Markets NSL I-B-acc | CH0017844686 | 0.09 % | 3 % | Factsheet |
| Bonds | 30 % | |||
| UBS (CH) Index Fund - Bonds CHF NSL I-X-acc | CH0039003055 | 0.00 % | 12 % | Factsheet |
| UBS (CH) Index Fund - Bonds Global ex CHF Corporate NSL (CHF hedged) I-X-acc | CH0189956813 | 0.00 % | 9 % | Factsheet |
| UBS (CH) Index Fund 2 - Bonds Global ex CHF Government NSL (CHF hedged) I-X-acc | CH0188772989 | 0.01 % | 6 % | Factsheet |
| UBS (CH) Index Fund - Bonds USD Emerging Markets Government NSL (CHF hedged) I-B-acc | CH0259132261 | 0.09 % | 3 % | Factsheet |
| Real Estate | 9 % | |||
| UBS (CH) Index Fund 2 - Real Estate Switzerland Funds NSL I-X-acc | CH0036599816 | 0.00 % * | 6 % | Factsheet |
| CSIF (CH) III Real Estate World ex CH - Pension Fund ZB | CH0217837456 | 0.00 % | 3 % | Factsheet |
|
* CSIF (CH) I Real Estate Switzerland Blue ZB invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on CSIF (CH) I Real Estate Switzerland Blue ZB, the TER costs of the sub-funds are shown under «Ongoing charges». CSIF (CH) I Real Estate Switzerland Blue ZB itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 80 % | |||
| UBS (CH) Index Fund - Equities Switzerland Large Capped NSL I-X-acc | CH0033782431 | 0.00 % | 40 % | Factsheet |
| UBS (CH) Index Fund - Equities Switzerland Small & Mid I-X-acc | CH0110869143 | 0.00 % | 16 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZB | CH0429081620 | 0.00 % | 8 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZBH | CH0429081638 | 0.00 % | 8 % | Factsheet |
| CSIF (CH) III Equity World ex CH Small Cap Blue - Pension Fund DB | CH0214967314 | 0.09 % | 4 % | Factsheet |
| UBS (CH) Index Fund - Equities Emerging Markets NSL I-B-acc | CH0017844686 | 0.09 % | 4 % | Factsheet |
| Bonds | 10 % | |||
| UBS (CH) Index Fund - Bonds CHF NSL I-X-acc | CH0039003055 | 0.00 % | 4 % | Factsheet |
| UBS (CH) Index Fund - Bonds Global ex CHF Corporate NSL (CHF hedged) I-X-acc | CH0189956813 | 0.00 % | 3 % | Factsheet |
| UBS (CH) Index Fund 2 - Bonds Global ex CHF Government NSL (CHF hedged) I-X-acc | CH0188772989 | 0.01 % | 2 % | Factsheet |
| UBS (CH) Index Fund - Bonds USD Emerging Markets Government NSL (CHF hedged) I-B-acc | CH0259132261 | 0.09 % | 1 % | Factsheet |
| Real Estate | 9 % | |||
| UBS (CH) Index Fund 2 - Real Estate Switzerland Funds NSL I-X-acc | CH0036599816 | 0.00 % * | 6 % | Factsheet |
| CSIF (CH) III Real Estate World ex CH - Pension Fund ZB | CH0217837456 | 0.00 % | 3 % | Factsheet |
|
* CSIF (CH) I Real Estate Switzerland Blue ZB invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on CSIF (CH) I Real Estate Switzerland Blue ZB, the TER costs of the sub-funds are shown under «Ongoing charges». CSIF (CH) I Real Estate Switzerland Blue ZB itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 99 % | |||
| UBS (CH) Index Fund - Equities Switzerland Large Capped NSL I-X-acc | CH0033782431 | 0.00 % | 49 % | Factsheet |
| UBS (CH) Index Fund - Equities Switzerland Small & Mid I-X-acc | CH0110869143 | 0.00 % | 20 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZB | CH0429081620 | 0.00 % | 10 % | Factsheet |
| CSIF (CH) III Equity World ex CH Blue - Pension Fund Plus ZBH | CH0429081638 | 0.00 % | 10 % | Factsheet |
| CSIF (CH) III Equity World ex CH Small Cap Blue - Pension Fund DB | CH0214967314 | 0.09 % | 5 % | Factsheet |
| UBS (CH) Index Fund - Equities Emerging Markets NSL I-B-acc | CH0017844686 | 0.09 % | 5 % | Factsheet |
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Bonds | 99 % | |||
| UBS (CH) Index Fund - Bonds CHF 1-5 NSL I-X-acc | CH0214974369 | 0.00 % | 99 % | Factsheet |
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 20 % | |||
| UBS (CH) Index Fund - Equities Switzerland All ESG NSL I-X-acc | CH0597394516 | 0.01 % | 8 % | Factsheet |
| CSIF (CH) III Equity World ex CH ESG Blue - Pension Fund Plus ZB | CH0337393745 | 0.01 % | 4 % | Factsheet |
| CSIF (CH) III Equity World ex CH ESG Blue - Pension Fund Plus ZBH | CH0337393851 | 0.01 % | 4 % | Factsheet |
| CSIF (CH) III Equity World ex CH Small Cap ESG Blue - Pension Fund Plus DB | CH1102993941 | 0.07 % | 2 % | Factsheet |
| CSIF (Lux) Equity Emerging Markets ESG Blue DB CHF | LU1587908150 | 0.13 % | 2 % | Factsheet |
| Bonds | 70 % | |||
| UBS (CH) Index Fund - Bonds Global ex CHF Corporate ESG NSL (CHF hedged) I-X-acc | CH0424137526 | 0.02 % | 28 % | Factsheet |
| UBS (CH) Index Fund - Bonds CHF ESG NSL I-X-acc | CH0597394540 | 0.01 % | 21 % | Factsheet |
| UBS (CH) Index Fund 2 - Bonds Global ex CHF Government NSL (CHF hedged) I-X-acc | CH0188772989 | 0.01 % | 14 % | Factsheet |
| UBS (CH) Index Fund - Bonds USD Emerging Markets Government NSL (CHF hedged) I-B-acc | CH0259132261 | 0.09 % | 7 % | Factsheet |
| Real Estate | 9 % | |||
| CSIF (CH) III Real Estate World ex CH - Pension Fund ZB | CH0217837456 | 0.00 % | 5 % | Factsheet |
| UBS (CH) Index Fund 2 - Real Estate Switzerland Funds NSL I-X-acc | CH0036599816 | 0.00 % * | 4 % | Factsheet |
|
* CSIF (CH) I Real Estate Switzerland Blue ZB invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on CSIF (CH) I Real Estate Switzerland Blue ZB, the TER costs of the sub-funds are shown under «Ongoing charges». CSIF (CH) I Real Estate Switzerland Blue ZB itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 40 % | |||
| UBS (CH) Index Fund - Equities Switzerland All ESG NSL I-X-acc | CH0597394516 | 0.01 % | 16 % | Factsheet |
| CSIF (CH) III Equity World ex CH ESG Blue - Pension Fund Plus ZB | CH0337393745 | 0.01 % | 8 % | Factsheet |
| CSIF (CH) III Equity World ex CH ESG Blue - Pension Fund Plus ZBH | CH0337393851 | 0.01 % | 8 % | Factsheet |
| CSIF (CH) III Equity World ex CH Small Cap ESG Blue - Pension Fund Plus DB | CH1102993941 | 0.07 % | 4 % | Factsheet |
| CSIF (Lux) Equity Emerging Markets ESG Blue DB CHF | LU1587908150 | 0.13 % | 4 % | Factsheet |
| Bonds | 50 % | |||
| UBS (CH) Index Fund - Bonds Global ex CHF Corporate ESG NSL (CHF hedged) I-X-acc | CH0424137526 | 0.02 % | 20 % | Factsheet |
| UBS (CH) Index Fund - Bonds CHF ESG NSL I-X-acc | CH0597394540 | 0.01 % | 15 % | Factsheet |
| UBS (CH) Index Fund 2 - Bonds Global ex CHF Government NSL (CHF hedged) I-X-acc | CH0188772989 | 0.01 % | 10 % | Factsheet |
| UBS (CH) Index Fund - Bonds USD Emerging Markets Government NSL (CHF hedged) I-B-acc | CH0259132261 | 0.09 % | 5 % | Factsheet |
| Real Estate | 9 % | |||
| CSIF (CH) III Real Estate World ex CH - Pension Fund ZB | CH0217837456 | 0.00 % | 5 % | Factsheet |
| UBS (CH) Index Fund 2 - Real Estate Switzerland Funds NSL I-X-acc | CH0036599816 | 0.00 % * | 4 % | Factsheet |
|
* CSIF (CH) I Real Estate Switzerland Blue ZB invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on CSIF (CH) I Real Estate Switzerland Blue ZB, the TER costs of the sub-funds are shown under «Ongoing charges». CSIF (CH) I Real Estate Switzerland Blue ZB itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 60 % | |||
| UBS (CH) Index Fund - Equities Switzerland All ESG NSL I-X-acc | CH0597394516 | 0.01 % | 24 % | Factsheet |
| CSIF (CH) III Equity World ex CH ESG Blue - Pension Fund Plus ZB | CH0337393745 | 0.01 % | 12 % | Factsheet |
| CSIF (CH) III Equity World ex CH ESG Blue - Pension Fund Plus ZBH | CH0337393851 | 0.01 % | 12 % | Factsheet |
| CSIF (CH) III Equity World ex CH Small Cap ESG Blue - Pension Fund Plus DB | CH1102993941 | 0.07 % | 6 % | Factsheet |
| CSIF (Lux) Equity Emerging Markets ESG Blue DB CHF | LU1587908150 | 0.13 % | 6 % | Factsheet |
| Bonds | 30 % | |||
| UBS (CH) Index Fund - Bonds Global ex CHF Corporate ESG NSL (CHF hedged) I-X-acc | CH0424137526 | 0.02 % | 12 % | Factsheet |
| UBS (CH) Index Fund - Bonds CHF ESG NSL I-X-acc | CH0597394540 | 0.01 % | 9 % | Factsheet |
| UBS (CH) Index Fund 2 - Bonds Global ex CHF Government NSL (CHF hedged) I-X-acc | CH0188772989 | 0.01 % | 6 % | Factsheet |
| UBS (CH) Index Fund - Bonds USD Emerging Markets Government NSL (CHF hedged) I-B-acc | CH0259132261 | 0.09 % | 3 % | Factsheet |
| Real Estate | 9 % | |||
| CSIF (CH) III Real Estate World ex CH - Pension Fund ZB | CH0217837456 | 0.00 % | 5 % | Factsheet |
| UBS (CH) Index Fund 2 - Real Estate Switzerland Funds NSL I-X-acc | CH0036599816 | 0.00 % * | 4 % | Factsheet |
|
* CSIF (CH) I Real Estate Switzerland Blue ZB invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on CSIF (CH) I Real Estate Switzerland Blue ZB, the TER costs of the sub-funds are shown under «Ongoing charges». CSIF (CH) I Real Estate Switzerland Blue ZB itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 80 % | |||
| UBS (CH) Index Fund - Equities Switzerland All ESG NSL I-X-acc | CH0597394516 | 0.01 % | 32 % | Factsheet |
| CSIF (CH) III Equity World ex CH ESG Blue - Pension Fund Plus ZB | CH0337393745 | 0.01 % | 16 % | Factsheet |
| CSIF (CH) III Equity World ex CH ESG Blue - Pension Fund Plus ZBH | CH0337393851 | 0.01 % | 16 % | Factsheet |
| CSIF (CH) III Equity World ex CH Small Cap ESG Blue - Pension Fund Plus DB | CH1102993941 | 0.07 % | 8 % | Factsheet |
| CSIF (Lux) Equity Emerging Markets ESG Blue DB CHF | LU1587908150 | 0.13 % | 8 % | Factsheet |
| Bonds | 10 % | |||
| UBS (CH) Index Fund - Bonds Global ex CHF Corporate ESG NSL (CHF hedged) I-X-acc | CH0424137526 | 0.02 % | 4 % | Factsheet |
| UBS (CH) Index Fund - Bonds CHF ESG NSL I-X-acc | CH0597394540 | 0.01 % | 3 % | Factsheet |
| UBS (CH) Index Fund 2 - Bonds Global ex CHF Government NSL (CHF hedged) I-X-acc | CH0188772989 | 0.01 % | 2 % | Factsheet |
| UBS (CH) Index Fund - Bonds USD Emerging Markets Government NSL (CHF hedged) I-B-acc | CH0259132261 | 0.09 % | 1 % | Factsheet |
| Real Estate | 9 % | |||
| CSIF (CH) III Real Estate World ex CH - Pension Fund ZB | CH0217837456 | 0.00 % | 5 % | Factsheet |
| UBS (CH) Index Fund 2 - Real Estate Switzerland Funds NSL I-X-acc | CH0036599816 | 0.00 % * | 4 % | Factsheet |
|
* CSIF (CH) I Real Estate Switzerland Blue ZB invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on CSIF (CH) I Real Estate Switzerland Blue ZB, the TER costs of the sub-funds are shown under «Ongoing charges». CSIF (CH) I Real Estate Switzerland Blue ZB itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 99 % | |||
| UBS (CH) Index Fund - Equities Switzerland All ESG NSL I-X-acc | CH0597394516 | 0.01 % | 39 % | Factsheet |
| CSIF (CH) III Equity World ex CH ESG Blue - Pension Fund Plus ZB | CH0337393745 | 0.01 % | 20 % | Factsheet |
| CSIF (CH) III Equity World ex CH ESG Blue - Pension Fund Plus ZBH | CH0337393851 | 0.01 % | 20 % | Factsheet |
| CSIF (CH) III Equity World ex CH Small Cap ESG Blue - Pension Fund Plus DB | CH1102993941 | 0.07 % | 10 % | Factsheet |
| CSIF (Lux) Equity Emerging Markets ESG Blue DB CHF | LU1587908150 | 0.13 % | 10 % | Factsheet |
Individualise strategy
The investment strategies can be adjusted free of charge. You can use other index building blocks or change the weights. A wide range of index funds is available to you.
Institutional fund access
What you are denied as a private investor, you can do through the finpension 3a Retirement Savings Foundation. You can invest in the fund class otherwise reserved for institutional investors. This and our flat fee of 0.39% mean that you can invest in securities at significantly lower cost than is possible with conventional pension funds.
Indexfunds
The investment strategies are implemented with index funds. Like ETFs, index funds are passive investment instruments. However, index funds have two major advantages over ETFs:
- Withholding taxes on foreign dividends and interest income can be reclaimed thanks to an investor group control system.
- There are no stamp duties on the purchase and sale of the funds (0.075 % each saved for Swiss ETFs and 0.15 % each for foreign ETFs).
Custodian Bank
finpension is independent of banks. We have no contractual obligation to sell certain funds, nor does any custodian bank have an interest in finpension. This independence enables us to react quickly to changes and to transfer securities to another custodian bank if necessary.
The finpension 3a Retirement Savings Foundation currently has access to the institutional funds of three fund houses, Credit Suisse, Swisscanto and UBS. The funds of these fund houses are used by many pension funds as well and manage a very high volume of over CHF 100 billions.