Performance of Finpension, Viac

Banks, Insurances & Third Pillar
1

I am a little uncomfortable with the fact that Finpension, Viac etc. do not indicate the amount of CSIF shares I own. This makes it difficult for me to compare performance with publicly available information on CSIF funds. Not that I have any indications for it, but these guys are still private fintechs and, in theory, able to program some tracking error to CSIF funds - to the detriment of us customers.

Owning VT or VTI with a private broker, you always know the exact amount of VT/VTI shares you own, and you can compare their exact past performance with various public ETF databases (e.g. etf.com, etfdb.com).

Any thoughts on this?

3

What do you mean?

Check out the page 7 of your quarterly report with Viac.
You should have this:

Viac quantities image
Viac quantities image828Ă—359 57 KB

You will find them on the Viac app under Reporting / Documents for each portfolio.

3 Likes
4

In the finpension app:

click on transactions and email yourself the CSV file. It’s a 1 minute work to get to creating the current position list.

or you can go to documents > Reports > Performance Reports and get a pdf file with Position list. It is annual report though.

2 Likes
5

It’s true that finpension doesn’t show them in mobile browser view, which is probably the same as in app. But it shows them in desktop browser view.

1 Like
6

Thanks guys, I’ve mostly been using the mobile app, and I indeed missed the more detailed reports available.

Just some sunday morning paranoia of mine then, thanks a lot for clarifying :blush:!