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什麼是WikiFX
高風險退休基金令人失望：3.5%增長，通脹損失，£5k費用促使瑞銀退出
6-10年
法國
中評
原文
High-Risk Pension Fund Disappointment: 3.5% Growth, Inflation Loss, £5k Fees Prompt UBS Exit
8 years ago, I established my pension with UBS, opting to invest in one of their high-risk growth funds managed in Switzerland. Admittedly, I didn't review it annually due to my commitments running a large business and having maximized my pension contributions. However, over these years, the fund only grew by an average of 3.5%, which effectively resulted in a net loss when considering inflation. Additionally, with an advisory fee of £5,000 per year and fund fees of about 1%, I ultimately decided to transfer all my investments from UBS to a better one.
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