PostFinance will expand its range of retirement funds by adding four passively managed funds with equity components of 25%, 50%, 75% and 100%. “This will enable us to meet customer demand and give our customers more choice,” says Philipp Merkt, Chief Investment Officer at PostFinance. In contrast to actively managed retirement funds, passive retirement funds have a conventional focus, which means that ESG or sustainability criteria are not taken into account. They are also execution-only products, which means that PostFinance does not offer advice on passive retirement funds. Customers can purchase passive retirement funds independently in e-finance or the PostFinance App. There are no custody account fees for the four new retirement funds, and purchase and redemption are commission-free. And finally, the new funds offer the advantage of lower administrative costs. “This means we can provide our customers with fair and competitive conditions,” says Philipp Merkt.
The issue period for the new retirement funds at PostFinance begins on 18 August 2025. PostFinance customers can purchase the products in e-finance or via the PostFinance App from that date. By expanding its self-service options, PostFinance aims to meet its customers’ desire for independence and self-determination.
Press Release
PostFinance adds passive retirement funds to its product range
18. August 2025
In the current challenging market environment, PostFinance wants to concentrate on its strategy and focus on its customers’ needs and satisfaction. As part of this process, PostFinance is expanding its existing range of retirement funds to include passively managed retirement funds. From 18 August 2025, when the issue period begins, four passive retirement funds will be available for customers in e-finance and the PostFinance App.
Contact
PostFinance Media Unit, 058 338 30 32, medien@postfinance.ch