What kind of investment products does my pillar 3a plan include?
Updated
by
Laurène
With Selma, you can choose one of the six pillar 3a plans powered by VZ.
One of these plans will be recommended to you based on your investor profile.
Updated on 27.02.2023
Plans
- 2. Up to 15% stocks
- 3. Up to 25% stocks
- 4. Up to 35% stocks
- 5. Up to 45% stocks
- 6. Up to 75% stocks
- 7. Up to 97% stocks
Pillar 3a strategies – asset allocation (in German).PDF
Up to 15% stocks
Stocks | 15% |
Bonds | 78% |
Real estate | 5% |
Cash | 2% |
Up to 25% stocks
Stocks | 25% |
Bonds | 68% |
Real estate | 5% |
Cash | 2% |
Up to 35% stocks
Stocks | 35% |
Bonds | 58% |
Real estate | 5% |
Cash | 2% |
Up to 45% stocks
Stocks | 45% |
Bonds | 48% |
Real estate | 5% |
Cash | 2% |
Up to 75% stocks
Stocks | 75% |
Bonds | 20% |
Real estate | 3% |
Cash | 2% |
Up to 97% stocks
Stocks | 97% |
Cash | 3% |
For pillar 3a accounts opened before 14.10.2020
Selma's expert crew will reach out to you, in case it makes sense for your financial situation to switch your plan to the newer version. 🤓
Legacy Plan 6: Up to 60% stocks
Stocks | 60% |
Bonds | 27% |
Real estate | 5% |
Precious metals, raw materials and specialties | 6% |
Cash | 2% |
Legacy Plan 7: Up to 80% stocks
Stocks | 80% |
Bonds | 9% |
Real estate | 5% |
Precious metals, raw materials and specialties | 4% |
Cash | 2% |
