3a Retirement Savings Foundation

Test winner

Comparison as at the end of October 2021

Source: Handelszeitung, The best 3a funds in 2021 (German)

The Handelszeitung compared 160 3a funds. Once again, finpension’s 3a strategies performed excellently. In all categories, one of the finpension strategies is at the top of the performance list (5-year performance):

Defensive (10 to 35 percent equities)

  • Rank 1: finpension Sustainable 20
  • Rank 2: finpension Global 20
  • Rank 4: finpension Switzerland 20

(out of 61 funds)

Balanced (40 to 60 percent equities)

  • Rank 1: finpension Sustainable 40
  • Rank 2: finpension Sustainable 60
  • Rank 3: finpension Global 40
  • Rank 4: finpension Switzerland 40
  • Rank 9: finpension Global 60
  • Rank 12: finpension Switzerland 60

(out of 58 funds)

Dynamic (65 to 85 percent equities)

  • Rank 1: finpension Sustainable 80
  • Rank 5: finpension Switzerland 80
  • Rank 6: finpension Global 80

(out of 23 funds)

Shares (90 to 100 percent equities)

  • Rank 1: finpension Sustainable 100
  • Rank 3: finpension Switzerland 100
  • Rank 4: finpension Global 100

(out of 9 funds)

Comparison as at the end of April 2021

Source: Handelszeitung, The best funds for pillar 3a (German)

 

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

(Other provider) 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

(Other provider) 2.80

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