BEKB Investment Management

Standard mandate

General information:

Asset management: Suitable for people who do not want to worry about investment decisions. Reference currency: CHF.

Minimum investment amount:

CHF 150,000

Type of service:

Investment management

General costs:

The all-in fee includes custody fees, account fees, transaction fees, tax reports, commissions.

The all-in fee excludes product fees, exchange fees and taxes (VAT, stamp duty).

Product fees:

TER of funds is not included.

Transaction fees:

Independent trading fees: not included.

Retrocessions:

Products without kickbacks.

Taxes:

VAT and stamp duty are not included.

Minimal risk:

Equities in portfolio: 0%. All-in fee depending on investment amount. Up to CHF 250,000: 1.15%; CHF 250,001 to CHF 1,000,000: 1.1%; from CHF 1,000,001: on request. Minimum fee: CHF 1495.

Low risk:

Equities in portfolio: 20%. All-in fee depending on investment amount. Up to CHF 250,000: 1.25%; CHF 250,001 to CHF 1,000,000: 1.2%; from CHF 1,000,001: on request. Minimum fee: CHF 1625.

Limited risk:

Not available.

Balaned risk:

Equities in portfolio: 40%. All-in fee depending on investment amount. Up to CHF 250,000: 1.35%; CHF 250,001 to CHF 1,000,000: 1.3%; from CHF 1,000,001: on request. Minimum fee: CHF 1755.

Substantial risk:

Equities in portfolio: 60%. All-in fee depending on investment amount. Up to CHF 250,000: 1.45%; CHF 250,001 to CHF 1,000,000: 1.4%; from CHF 1,000,001: on request. Minimum fee: CHF 1885.

High risk:

Equities in portfolio: 89%. All-in fee depending on investment amount. Up to CHF 250,000: 1.55%; CHF 250,001 to CHF 1,000,000: 1.5%; from CHF 1,000,001: on request. Minimum fee: CHF 2015.

Individual requests:

On request.

Additional services:

Mobile access, Research

Specialized asset types:

Equities, Investment funds, Bonds

Special offers for Moneyland users

Moneyland Special Offers

Funds

Allianz Fund Investments