3a Retirement Savings Foundation

Test winner

Source: Handelszeitung, The best funds for pillar 3a (German), 10th June 2021

 

Investment funds/strategies

Overall grade*

For the risk-averse (10 to 35 percent equities)

1st place

finpension Global 20

2.03

2nd place

finpension Switzerland 20

2.23

3rd place

finpension Sustainable 20

2.48

For the risk-affine (40 to 60 percent equities)

1st place

finpension Global 40

2.80

2nd place

finpension Global 60 2.80

3rd place

Viac Global 60 2.80

For the brave (65 to 85 percent equities)

1st place

finpension Global 80 2.70

2nd place

finpension Sustainable 80

2.75

3rd place

Viac Global 80 2.80

*Grades: 1 excellent, 2 very good, 3 good, 4 sufficient, 5 insufficient