Épargne-pension vs passive investing
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Épargne-pension€1,260NormalizedNumber of sharesGross asset valueNet asset value
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Tax break€315Age
Contributions
"Épargne-pension" fund
"Épargne-pension" insurance
Passive investing
"Épargne-pension" fund
"Épargne-pension" insurance
Passive investing
"Épargne-pension" fund
"Épargne-pension" insurance
Passive investing
"Épargne-pension" fund
"Épargne-pension" insurance
Passive investing
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Yearly net contribution€94523€945100.00100.00100.0012.220.009.38€1,222€1,184€938€1,222€1,184€938
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24€1,890102.67100.48105.2824.130.0018.29€2,477€2,374€1,925€2,477€2,374€1,925
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Épargne-pension (fund)25€2,835105.41100.96110.8435.720.0026.75€3,765€3,570€2,965€3,765€3,570€2,965
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Entrance fee3.00%26€3,780108.23101.45116.7047.010.0034.78€5,088€4,772€4,059€5,088€4,772€4,059
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Invested in pension fund€1,22227€4,725111.11101.93122.8658.010.0042.42€6,446€5,979€5,212€6,446€5,979€5,212
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28€5,670114.08102.42129.3568.730.0049.67€7,840€7,192€6,425€7,840€7,192€6,425
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Épargne-pension (insurance)
29€6,615117.13102.91136.1979.160.0056.56€9,272€8,411€7,702€9,272€8,411€7,702
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Entrance fee6%30€7,560120.25103.41143.3889.330.0063.10€10,742€9,636€9,047€10,742€9,636€9,047
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Invested in pension fund€1,18431€8,505123.46103.91150.9599.220.0069.31€12,251€10,867€10,463€12,251€10,867€10,463
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Total expense ratio0.12%32€9,450126.76104.40158.93108.870.0075.21€13,800€12,103€11,953€13,800€12,103€11,953
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33€10,395130.14104.91167.32118.260.0080.82€15,391€13,346€13,522€15,391€13,346€13,522
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Passive investing34€11,340133.62105.41176.16127.400.0086.14€17,024€14,594€15,175€17,024€14,594€15,175
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Taxe boursière0.12%35€12,285137.19105.91185.47136.310.0091.20€18,700€15,849€16,914€18,700€15,849€16,914
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Broker commission€636€13,230140.85106.42195.26144.990.0096.00€20,422€17,109€18,745€20,422€17,109€18,745
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Invested in index fund€93837€14,175144.61106.93205.58153.440.00100.56€22,189€18,376€20,673€22,189€18,376€20,673
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Total expense ratio0.12%38€15,120148.47107.45216.44161.670.00104.90€24,004€19,648€22,703€24,004€19,648€22,703
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39€16,065152.43107.96227.87169.690.00109.01€25,867€20,927€24,840€25,867€20,927€24,840
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Average annual return40€17,010156.50108.48239.91177.500.00112.92€27,780€22,212€27,090€27,780€22,212€27,090
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Belfius Life Plan0.60%41€17,955160.68109.00252.58185.110.00116.63€29,744€23,503€29,459€29,744€23,503€29,459
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Belfius Pension Fund High Equities
2.67%42€18,900164.97109.52265.92192.520.00120.16€31,760€24,800€31,953€31,760€24,800€31,953
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MSCI World5.40%43€19,845169.38110.05279.97199.730.00123.51€33,830€26,103€34,579€33,830€26,103€34,579
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44€20,790173.90110.58294.76206.760.00126.69€35,955€27,413€37,343€35,955€27,413€37,343
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45€21,735178.54111.11310.33213.610.00129.71€38,137€28,729€40,254€38,137€28,729€40,254
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46€22,680183.31111.64326.72220.270.00132.59€40,378€30,051€43,318€40,378€30,051€43,318
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47€23,625188.20112.18343.98226.770.00135.31€42,678€31,380€46,544€42,678€31,380€46,544
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48€24,570193.23112.72362.15233.090.00137.90€45,040€32,715€49,941€45,040€32,715€49,941
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49€25,515198.38113.26381.28239.250.00140.36€47,464€34,056€53,516€47,464€34,056€53,516
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50€26,460203.68113.80401.42245.250.00142.70€49,954€35,404€57,281€49,954€35,404€57,281
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51€27,405209.12114.35422.62251.100.00144.92€52,510€36,759€61,245€52,510€36,759€61,245
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52€28,350214.70114.90444.94256.790.00147.03€55,134€38,119€65,418€55,134€38,119€65,418
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53€29,295220.43115.45468.45262.340.00149.03€57,828€39,487€69,811€57,828€39,487€69,811
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54€30,240226.32116.00493.19267.740.00150.93€60,594€40,861€74,437€60,594€40,861€74,437
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55€31,185232.36116.56519.24273.000.00152.74€63,434€42,241€79,307€63,434€42,241€79,307
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56€32,130238.56117.12546.67278.120.00154.45€66,349€43,629€84,434€66,349€43,629€84,434
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57€33,075244.93117.68575.55283.110.00156.08€69,343€45,022€89,832€69,343€45,022€89,832
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58€34,020251.47118.25605.95287.970.00157.63€72,417€46,423€95,515€72,417€46,423€95,515
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59€34,965258.19118.81637.96292.700.00159.10€75,572€47,830€101,498€75,572€47,830€101,498
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60€35,910265.08119.38671.66297.310.00160.49€78,812€49,244€107,797€73,019€45,530€107,797
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61€36,855272.16119.96707.14301.800.00161.82€82,138€50,665€114,429€76,345€46,951€114,429
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62€37,800279.42120.53744.49306.180.00163.08€85,553€52,092€121,412€79,760€48,379€121,412
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63€38,745286.88121.11783.81310.440.00164.28€89,060€53,527€128,763€83,266€49,813€128,763
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64€39,690294.54121.69825.22314.590.00165.41€92,660€54,968€136,502€86,866€51,254€136,502
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65€40,635302.41122.28868.81318.630.00166.49€96,356€56,416€144,651€90,562€52,703€144,651
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66€41,580310.48122.86914.70322.570.00167.52€100,150€57,872€153,229€94,357€54,158€153,229
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67€42,525318.77123.45963.02326.400.00168.49€104,046€59,334€162,261€98,253€55,620€162,261
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