What kind of investment products does my pillar 3a plan include?

Updated 1 month ago by Valeria Gasik

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 15.10.2010

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

66%

Real estate

5%

Precious metals

2%

Cash

2%

Up to 35% stocks

Stocks

35%

Bonds

54%

Real estate

5%

Precious metals, raw materials and specialities

4%

Cash

2%

Up to 45% stocks

Stocks

45%

Bonds

42%

Real estate

5%

Precious metals, raw materials and specialties

6%

Cash

2%

Up to 75% stocks

Stocks

75%

Bonds

16%

Real estate

3%

Precious metals, raw materials and specialties

4%

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%


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