Successful retirement saving with frankly vested benefits

 With frankly, it's easy to find the right pension product in just a few steps. Whetherfrankly vested cash or high-quality Swisscanto investment products with various risk classifications and attractive potential returns, it’s in your hands. The offer is aimed at persons resident in Switzerland.

 

Minimise the risk of saving for retirement with vested benefits cashWhy do I need a vested benefits account?Overview of all frankly investment products
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4 strategies and 7 invest­ment products

Prudent

Safety is a top priority for you. You want to avoid risks and losses. You prefer steady asset growth with only very slight fluctuations.

Cautious

You tend towards safety and only take manageable risks. You accept small fluctuations in assets.

Balanced

You are risk-tolerant, but you do not take major risks. You accept slight fluctuations in assets.

Ambitious

You are more open to risk and are willing to take increased risks. You accept moderate fluctuations in assets.

Actively managed vested benefits so­lu­tions for pru­dent investors

Active investment strategies are designed to "beat the market" – that is, to achieve better investment success (performance) than the market average. This is done through the targeted selection of particularly promising securities and buying or selling at the best time. 

Light 10 Active

The investment objective of this investment is to maintain capital and achieve regular returns over the long term. Investments are primarily made in bonds. Equities and other investments may also be included in the mix for the purpose of optimisation. This investment product is available exclusively for frankly customers. It is based on the Swisscanto BVG 3 Responsible Portfolio 10 RT CHF.

 

This active Swisscanto investment product is sustainably oriented.

 

Actively managed vested benefits so­lu­tions for cau­tious investors 

Active investment strategies are designed to "beat the market" – that is, to achieve better investment success (performance) than the market average. This is done through the targeted selection of particularly promising securities and buying or selling at the best time.

Gentle 25 Active

The investment objective of this investment is to maintain capital and achieve regular returns over the long term. Investments are primarily made in bonds. Equities and other investments may also be included in the mix for the purpose of optimisation. This investment product is available exclusively for frankly customers. It is based on the Swisscanto BVG 3 Responsible Portfolio 25 RT CHF.

 

This active Swisscanto investment product is sustainably oriented.

 

Index-linked vested benefits so­lu­tions for cau­tious investors

An index-linked investment strategy is an investment strategy that limits itself to replicating the performance of a market one-to-one as far as possible. It does not seek to outperform the market average, but aims not to underperform it either. 

Gentle 20 Index

The investment objective of this fund is to achieve moderate capital gains and regular returns over the long term. It invests in bonds, equities and other investments worldwide. This investment product is available exclusively for frankly customers. It is based on the Swisscanto (CH) Vorsorge Fonds 20 Passiv VT.

 

Actively managed vested benefits so­lu­tions for bal­anced investors

Active investment strategies are designed to "beat the market" – that is, to achieve better investment success (performance) than the market average. This is done through the targeted selection of particularly promising securities and buying or selling at the best time.

Moderate 45 Active

The investment objective of this investment is to achieve capital gains and returns over the long term. It invests in bonds, equities and other investments worldwide. This investment product is available exclusively for frankly customers. It is based on the Swisscanto BVG 3 Responsible Portfolio 45 RT CHF.

 

This active Swisscanto investment product is sustainably oriented.

 

Index-linked vested benefits so­lu­tions for bal­anced investors

An index-linked investment strategy is an investment strategy that limits itself to replicating the performance of a market one-to-one as far as possible. It does not seek to outperform the market average, but aims not to underperform it either.

Moderate 45 Index

The investment objective of this fund is to achieve capital gains and returns over the long term. It invests in bonds, equities and other investments worldwide. This investment product is available exclusively for frankly customers. It is based on the Swisscanto (CH) Vorsorge Fonds 45 Passiv VT CHF.

 

Index-linked vested benefits so­lu­tions for am­bi­tious investors

An index-linked investment strategy is an investment strategy that limits itself to replicating the performance of a market one-to-one as far as possible. It does not seek to outperform the market average, but aims not to underperform it either.

Strong 75 Index

The investment objective of this fund is to achieve capital growth and additional returns over the long term. It invests in bonds, equities and other investments worldwide. This investment product is available exclusively for frankly customers. It is based on the Swisscanto (CH) Vorsorge Fonds 75 Passiv VT CHF.

 

Actively managed vested benefits so­lu­tions for am­bi­tious investors

Active investment strategies are designed to "beat the market" – that is, to achieve better investment success (performance) than the market average. This is done through the targeted selection of particularly promising securities and buying or selling at the best time.

Strong 75 Active

The investment objective of this investment is to achieve capital growth and additional returns over the long term. It invests in bonds, equities and other investments worldwide. This investment product is available exclusively for frankly customers. It is based on the Swisscanto BVG 3 Responsible Portfolio 75 RT CHF.

 

This active Swisscanto investment product is sustainably oriented.

 

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Sustainable retirement products

Swisscanto investment products play a pioneering role in sustainable investing. frankly backs this strategy too. All active Swisscanto investment products in frankly follow a responsible approach with a wide range of criteria (CO2 reduction goal in accordance with the Paris Agreement, systematic analysis of ESG criteria, i.e. inclusion of environmental, social and governance aspects in investment decisions, exclusions).

 

More about sustainability (frankly)

Award-winning partner

The funds and fund managers of our partner Swisscanto by Zürcher Kantonalbank regularly receive the most coveted fund awards.

 

Fund managers must consistently achieve outstanding results in order to gain a top place. Past performance is one of the most important assessment criteria.

Go to the awards

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