Save successfully with 3a investment products 3a investment products at frankly

Whether saftey-conscious, ambitious or opportunity-orientated. At frankly, you get exactly the right investment product for your needs. The offer is aimed at persons resident in Switzerland.

The offer is aimed at persons resident in Switzerland.

Find the right 3a investment product:

Risk Level

You tolerate risk, but do not take any major risks. You accept moderate fluctuations in your assets.

Moderate 45 Sustainable

Actively managed Strictly sustainable

Actively managed solutions for focused on op­por­tu­ni­ties

Strictly sustainable (Sustainable)

The investment objective of this investment group is to achieve capital gains and returns over the long term. The investment group invests in bonds and equities worldwide.

This active Swisscanto investment product is sustainably oriented.

 

To product overview Moderate 45 Sustainable & Sustainability Report

Moderate 45 Responsible

Actively managed Sustainable

Actively managed so­lu­tions for bal­anced investors

Sustainable approach (Responsible)

The investment objective of this investment group is to achieve capital gains and returns over the long term. The investment group invests in bonds, equities and other investments worldwide.

This active Swisscanto investment product is sustainably oriented.

To product overview Moderate 45 Responsible & Sustainability Report

Moderate 45 Index

Index

Index-linked so­lu­tions for bal­anced investors

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.

To product overview Moderate 45 Index

Actively managed

Swisscanto's active investment products follow a responsible or strictly sustainable approach. Active investment strategies are designed to "beat the market" – that is, to achieve better investment success (performance) than the market average.

Index

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 underperform it either.

Sustainable products (strictly sustainable)

With our Sustainable funds, you can focus on companies and countries that contribute to achieving one or more of the UN's 17 Sustainable Development Goals (UN SDGs).

Sustainable – advantages:

Investing in SDG securities

We strive to generate returns through providing a benefit to society by investing specifically in SDG Leaders, i.e. companies with a sustainable business model that make a significant contribution to fulfilling one of the 17 UN Sustainable Development Goals (UN SDGs). For the purpose of diversification, in addition to the SDG leaders it is also possible to invest in companies or countries that perform above average with regard to our ESG criteria.

Targeted exclusion

We apply exclusion criteria for companies with controversial and questionable business practices. Our Sustainable investment products apply even stricter exclusion criteria than the Responsible investment products.

Reduce CO2 intensity

The Sustainable investment products take into account the ambitious 1.5°C climate target, which has the aim of reducing CO2 intensity by at least 7.5% per year.

ESG integration

ESG criteria (E: environment; S: social, G: governance) are an integral part of our active investment process for traditional investments. 

Take responsibility

According to the measures of our investment stewardship process, we engage in dialogue with companies and exercise our voting rights.

Responsible products

Our actively managed Responsible investment products in traditional asset classes are based on the Paris Climate Agreement as standard, and make a sustainable difference in many other areas.

Responsible – advantages:

Targeted exclusion

We apply exclusion criteria for companies with controversial and questionable business practices.

Reduce CO2 intensity

Based on the Paris Climate Agreement, our investments are geared towards the 2°C target and a reduction in CO2 emissions of at least 4% per year.

ESG integration

ESG criteria (E: environment; S: social, G: governance) are an integral part of our active investment process for traditional investments. 

Take responsibilty

According to the measures of our investment stewardship process, we engage in dialogue with companies and exercise our voting rights.

Easy to get started

Easy to get started

Saving with frankly made easy

Saving with frankly made easy

  1. Download frankly App or register online
  2. Open a digital pillar 3a or vested benefits account
  3. Make your first deposit, transfer your existing pension savings. Done.

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