Swiss retirement funds: Get an overview of Swiss investment funds which fall under the tax-privileged second and third retirement saving categories. Simply request a detailed comparison in the field below.
The retirement fund comparison includes investment funds which are based on the 3a retirement savings category (tax-privileged private retirement savings). Most of these funds can also be invested in using the 2a category of retirement savings (vested benefits). The comparison lists the following information: Name and ISIN; average stock market investment ratio; fund size (in millions of Swiss francs); risk profile; investment strategy (active or passive); retrocession fees; front-end loads (issuing fees); back-end loads (selling fees); total expense ratio (TER); custodial fees; holding after reaching retirement age (possible or not); total costs over 10 years; fund performance over 1 year, 3 years and 5 years; net performance (cumulative performance over 5 years minus total costs).
Investment fund providers included in the comparison
Baloise Anlagestiftung (BAP), Waadtländer Kantonalbank (BCV), Berner Kantonalbank, Credit Suisse, Luzerner Kantonalbank, Migros Bank, Mobiliar, PostFinance, Raiffeisen, Reichmuth & Co, Swiss Life, UBS, Valiant, Zürcher Kantonalbank (ZKB), Zurich Insurance.