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Migros Bank Investment Management

  • Standard mandate

General information:

For people who want to delegate their investment decisions to the bank. In contrast to pure fund mandates, Migros Bank's "asset management with direct investments" additionally invests directly in individual securities.

Minimum investment amount:
CHF 250,000
Type of service:
Investment management
General costs:

All-in fee for all strategies up to CHF 750,000: 1.2%, from CHF 750,000: 1.1%, from CHF 1.5 million: 1% per year.

Minimum fee: CHF 3000.

The client pays a flat fee (all-in fee). This fee includes: Management fee, brokerage fee, custody fee, account management fee, fiduciary commission, tax list, asset list and postage. The all-in fee is charged to the account in the reference currency.

The all-in fee does not include: statutory duties, value-added tax, stock exchange fees, balancing fee, third party compensation settlement, incoming and outgoing delivery charges, special expenses.

Product fees:

Product fees are not included.

Transaction fees:

Independent trading fees: not included.

Retrocessions:

Kickbacks will be refunded.

Taxes:

VAT and stamp duty are not included.

Minimal risk:

Strategy Income: 0% equity component, money market and bonds main component.

Low risk:

Equities in portfolio around 25%.

Limited risk:

Equities in portfolio around 25%.

Balaned risk:

Equities in portfolio around 45%.

Substantial risk:

Equities in portfolio around 65%.

High risk:

Equities in portfolio around 85%..

Individual requests:

Individual investment requests from an investment amount of CHF 1 million and on request.

Additional services:
Mobile access, Research
Specialized asset types:
Equities, Investment funds, Bonds

Special offers for Moneyland users

Moneyland Special Offers

Up to CHF 550 Benefit

Amex Gold & Alpian Account

  • 50% off the annual fee in first year

  • 45'000 bonus points (instead of 15'000)

  • CHF 75 Moneyland-Bonus (Code LAND25) + CHF 50 Alpian bonus

Swiss Trading Platform

Cornèrtrader Special Offer

  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Amex promotion until April 6

Amex Platinum Card

  • 50% off the annual fee in the first year

  • Extra bonus: 75,000 instead of 45,000 Membership Rewards points

  • Further benefits: 10% discount on purchases in Gübelin boutiques & Up to CHF 160 Dining credit per year in over 600 GaultMillau restaurants

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

Special offers for Moneyland users

Moneyland Special Offers

Up to CHF 550 Benefit

Amex Gold & Alpian Account

  • 50% off the annual fee in first year

  • 45'000 bonus points (instead of 15'000)

  • CHF 75 Moneyland-Bonus (Code LAND25) + CHF 50 Alpian bonus

Swiss Trading Platform

Cornèrtrader Special Offer

  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Amex promotion until April 6

Amex Platinum Card

  • 50% off the annual fee in the first year

  • Extra bonus: 75,000 instead of 45,000 Membership Rewards points

  • Further benefits: 10% discount on purchases in Gübelin boutiques & Up to CHF 160 Dining credit per year in over 600 GaultMillau restaurants

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

Deal of the Day
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Up to CHF 550 Benefit

Amex Gold & Alpian Account

50% off the annual fee in first year