Swiss Retirement Fund Comparison

Compare the costs, performance and features of Swiss pillar 2 and pillar 3 retirement funds.

The leading unbiased retirement fund comparison in Switzerland makes it easy to find the right retirement fund for your risk profile.

Retirement fund cost comparisons

Easily compare and sort all funds based on their costs over your preferred investment period. In addition to total expense ratios (TERs) which are published by investment funds, the comparison also accounts for issuing fees (front-end loads), custodial fees and sales fees (back-end loads).

Retirement fund performance comparisons

In addition to pure cost comparisons, the retirement fund comparison tool also lets you simulate performance based on available historical net performance of funds. The comparison is the only tool which lets you simulate performance taking total costs into account.

It is very important to note that past performance does not indicate the future performance or investment funds.

The information pages corresponding to each retirement fund provide useful information including: The name and ISIN of the fund; whether dividends are accrued or distributed; the investment management strategy (active or passive); the risk profile; the fund structure (stocks, bonds, real estate); fund size in millions of Swiss francs; whether or not you can hold your investment after retirement; the custodian bank; whether the fund uses swing pricing; retrocession fees; fund fees; historical performance.

The retirement fund comparison accounts for funds which fall under the pillar 3a category of tax-privileged, voluntary retirement savings. Many retirement funds can also be used to invest pillar 2 vested benefits (a vested benefits account is required).

Retirement fund managers included in the comparison

Baloise Anlagestiftung (BAP), Banque Cantonale Vaudoise (BCV), Berner Kantonalbank, Credit Suisse, Luzerner Kantonalbank, Migros Bank, Mobiliar, PostFinance, Raiffeisen, Swiss Life, UBS, Valiant, Zürcher Kantonalbank (ZKB), Zurich Insurance.

More useful information

Retirement fund comparison: Bases of calculations
Retirement fund investment guide
Pillar 3a retirement account comparison
Retirement calculators

How does the retirement fund comparison work?


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