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* Only valid for new frankly customers within 48 hours of first opening an account. The code cannot be used in conjunction with any other voucher codes. Vouchers can be redeemed until 31 December 2022. This is an advertisement for a financial service. © 2022 Savings 3 Pension Foundation of Zürcher Kantonalbank
Compare the fees and performance of Swiss pillar 3a pension products with frankly’s investment products now.
Your details of current suppliers
Selection of settlement offer (securities):
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 2021, Source: Morningstar
Since the launch (the period from 1 April 2020 to 28 February 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 2021, 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 28 February 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: 28 February 2022, Source: Morningstar
The all-in fee on your account and securities balance is currently 0.45% thanks to the community discount. With frankly, you can expect no securities custody fees and no flat-rate administrative fees for the investment product; they are included in the all-in fee. Saving securities with frankly is half the price of comparable offers (source: moneyland.ch).
Please note that issue and redemption charges apply in favour of the fund for the indexed investment products in particular and these are not included in the all-in fee. You can find an exact definition of the all-in fee in the FAQs.
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The main goal is to build up your savings. The excellent investment products from our partner Swisscanto support both cautious and courageous investment strategies.
It doesn’t matter if you’re a novice or an expert when it comes to securities: you can decide for yourself whether frankly should suggest an investment product that suits your needs or whether you, as an expert, would prefer to decide on an investment product yourself.
Our Swisscanto investment products play a pioneering role in sustainable investing. Invest in our actively managed, sustainable Swisscanto investment products at a current all-in fee of just 0.45%. Only available with frankly.
Do you want to have a full overview of your retirement savings at all times? With the frankly app, you can see how your assets are performing at any time, as well as make deposits and gain access to your investment strategy. No matter where you are.
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Pay in your retirement savings to frankly pillar 3a.
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