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30 PPM funds ranked by John C. Bogle & Ray Dalio

The premium pension can only be invested in funds on the Pensions Agency's marketplace, where fees are heavily rebated. We reviewed 30 of these funds with the same method as our fund and ETF list: John C. Bogle's low fees and broad indexing weigh 55 percent, Ray Dalio's demand for uncorrelated building blocks and inflation protection 45 percent.

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This week's three PPM funds

Every Saturday at 06:00 three new funds are selected from the 30 reviewed — always from different asset classes and providers, so the week's three complement each other.

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How the funds are ranked

  • Only funds on the Pensions Agency's marketplace are included — all can be selected directly in the premium pension.
  • The fee is the indicative annual fee after the PPM rebate, taken from the marketplace and the providers' fact sheets.
  • John C. Bogle score: low fee, broad market coverage and passive index management.
  • Ray Dalio score: low co-movement with global equities, diversification and inflation protection.
  • The list is general information, not a recommendation — always check current details with the Pensions Agency before switching funds.

Sources