Whether you are new to 3a with Volt-3a, self-employed or an employee, if you want to transfer your existing 3a assets to us – calculate the fees you can expect:
*Product costs are not included. The product costs vary depending on the chosen investment strategy and can amount to a maximum of 0.50% of the pension assets (Current product strategy costs: Defensive 0.22%, Conservative 0.27%; Balanced 0.32%, Growth 0.38% and Dynamic 0.43%).
*Product costs are not included. The product costs vary depending on the chosen investment strategy and can amount to a maximum of 0.50% of the pension assets (Current product strategy costs: Defensive 0.22%, Conservative 0.27%; Balanced 0.32%, Growth 0.38% and Dynamic 0.43%).
*Product costs are not included. The product costs vary depending on the chosen investment strategy and can amount to a maximum of 0.50% of the pension assets (Current product strategy costs: Defensive 0.22%, Conservative 0.27%; Balanced 0.32%, Growth 0.38% and Dynamic 0.43%).
*Product costs are not included. The product costs vary depending on the chosen investment strategy and can amount to a maximum of 0.50% of the pension assets (Current product strategy costs: Defensive 0.22%, Conservative 0.27%; Balanced 0.32%, Growth 0.38% and Dynamic 0.43%).
*Product costs are not included. The product costs vary depending on the chosen investment strategy and can amount to a maximum of 0.50% of the pension assets (Current product strategy costs: Defensive 0.22%, Conservative 0.27%; Balanced 0.32%, Growth 0.38% and Dynamic 0.43%).
*Product costs are not included. The product costs vary depending on the chosen investment strategy and can amount to a maximum of 0.50% of the pension assets (Current product strategy costs: Defensive 0.22%, Conservative 0.27%; Balanced 0.32%, Growth 0.38% and Dynamic 0.43%).
*Product costs are not included. The product costs vary depending on the chosen investment strategy and can amount to a maximum of 0.50% of the pension assets (Current product strategy costs: Defensive 0.22%, Conservative 0.27%; Balanced 0.32%, Growth 0.38% and Dynamic 0.43%).
*Product costs are not included. The product costs vary depending on the chosen investment strategy and can amount to a maximum of 0.50% of the pension assets (Current product strategy costs: Defensive 0.22%, Conservative 0.27%; Balanced 0.32%, Growth 0.38% and Dynamic 0.43%).
Further information about costs in Vontobel Volt-3a.
Flat fee model – 0.04% on the pension assets per month. In addition to managing your securities account in line with your personal investment strategy, these include the fees for the pension foundation, all securities transactions, account and securities account management, real-time risk management and other services such as access to a digital mailbox.
Financial instrument cost – In addition to the fees, a maximum of 0.50% of the costs are incurred for the actively managed investment products. The financial instrument costs are charged to the cash portion of your investment products and are therefore already included in the performance. The effective costs of the financial instruments used vary depending on the investment strategy chosen (as of 25.8.2020).
Charging modalities – Fees are charged on a quarterly basis based on the average portfolio value plus VAT.
Example: If you deposit the maximum amount of CHF 6’883, you pay CHF 33 per year plus product costs* for Volt 3a depending on your investment strategy.
Our Volt team will be happy to take care of your request.
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