Did you know that with frankly you save money even when saving? You can save this much in fees with frankly compared with competitors.
Compare the fees and performance of Swiss pillar 3a pension products with frankly’s investment products now.
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Assumption:The following cost components are included in the fee comparison: Custody fees and product costs (TER = Total Expense Ratio). Not included: transaction, issuing and redemption fees for indexed investment products as well as any fees and incidental costs charged directly to the investment product (e.g. bid/offer spreads, commissions, taxes, duties and total expense ratio (TER) of exchange-traded real estate funds).
It is assumed that no costs are incurred for the account assets at the competitors.
Please note that the calculation of the all-in fee at frankly is based on the account balance and the equivalent value of the securities.
Possible transaction and account fees of competitors are not taken into account. Only products with ISIN are available for the purposes of comparison. Last updated: 31 December 2022, Source: Morningstar
Since the launch (the period from 1 April 2020 to 31 December 2022), the investment products have performed as follows.
Please note that the performance comparison is only for the period from 1 April 2020 (the launch of frankly) to 31 December 2022, and therefore reflects an extraordinary economic situation with occasionally considerable stock market fluctuations in view of the worldwide lockdowns. Because of this, it is not possible to make a one-size-fits-all comparison of how the investment products described have performed in the past, nor is it possible to predict the relationship between any future returns. In addition, the securities portrayed sometimes pursue different investment strategies with varying degrees of equity exposure, which is why the opportunities and risks inherent in the products are different and make it difficult to compare the investment products. Past performance and returns are also no guarantee of future investment performance. The performance results refer to the net performance (after deduction of product costs).
Source: Morningstar
If you want to compare performance with your current provider, select a settlement offer (securities) above.
For comparison purposes, the performance of competitors in relation to 3a securities assets over the same period should be noted.
Note
The following cost components are included in the fee comparison: Custody fees and product costs (TER = Total Expense Ratio). Not included: transaction, issuing and redemption fees for indexed investment products as well as any fees and incidental costs charged directly to the investment product (e.g. bid/offer spreads, commissions, taxes, duties and total expense ratio (TER) of exchange-traded real estate funds).
It is assumed that no costs are incurred for the account assets at the competitors.
Please note that the calculation of the all-in fee at frankly is based on the account balance and the equivalent value of the securities.
Possible transaction and account fees of competitors are not taken into account. Only products with ISIN are available for the purposes of comparison.
Please note that the performance comparison is only for the period from 1 April 2020 (the launch of frankly) to 31 December 2022, and therefore reflects an extraordinary economic situation with occasionally considerable stock market fluctuations in view of the worldwide lockdowns. Because of this, it is not possible to make a one-size-fits-all comparison of how the investment products described have performed in the past, nor is it possible to predict the relationship between any future returns. In addition, the securities portrayed sometimes pursue different investment strategies with varying degrees of equity exposure, which is why the opportunities and risks inherent in the products are different and make it difficult to compare the investment products. Past performance and returns are also no guarantee of future investment performance. The performance results refer to the net performance (after deduction of product costs).
Last updated: 31 December 2022, Source: Morningstar
Rechtliche Hinweise
Im Gebührenvergleich sind folgende Kostenbestandteile berücksichtigt: Depotgebühren und Produktkosten (TER = Total Expense Ratio). Nicht berücksichtigt sind: Transaktionsgebühren, Ausgabe- und Rücknahmespesen bei indexierten Anlageprodukten sowie allfällige Vergütungen und Nebenkosten, welche direkt dem Anlageprodukt belastet werden (beispielsweise Geld/Brief-Spannen, Kommissionen, Steuern, Abgaben und Total Expense Ratio (TER) von börsengehandelten Immobilienfonds).
Es wird davon ausgegangen, dass für das Kontovermögen bei den Mitbewerbern keine Kosten anfallen.
Bitte beachte, dass die Berechnung der All-in-Fee bei frankly auf dem Kontobestand und dem Gegenwert der Wertschriften erfolgt.
Mögliche Transaktions- und Kontogebühren von Wettbewerbern sind nicht berücksichtigt. Nur Produkte mit ISIN stehen beim Vergleich zur Auswahl.
Bitte beachte, dass der Performancevergleich nur für den Zeitraum vom 01.04.2020 (Lancierung von frankly) – 31.12.2022 erfolgt und damit angesichts der weitweiten Lockdowns eine ausserordentliche Wirtschaftslage mit zum Teil erheblichen Börsenschwankungen widerspiegelt. Es lässt sich daher weder ein allgemeingültiger Vergleich darüber ziehen, wie sich die dargestellten Anlageprodukte in der Vergangenheit entwickelten, noch lässt sich voraussagen, in welchem Verhältnis die allfälligen künftigen Renditen zueinander ausfallen werden. Zudem verfolgen die dargestellten Wertschriften mitunter verschiedene Anlagestrategien mit unterschiedlich hohem Aktienanteil, weshalb Chancen und Risiken produkteinhärent unterschiedlich sind und eine Vergleichbarkeit der Anlageprodukte erschweren. Wertentwicklungen und Renditen der Vergangenheit sind zudem keine Garantie für den zukünftigen Anlageerfolg. Die Performancewerte beziehen sich auf die Nettoperformance (nach Abzug der Produktkosten).
Letzte Aktualisierung: 31.12.2022
Quelle: Morningstar
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