Sparkasse Schwyz ETF Mandate ESG

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Private Banking

Sparkasse Schwyz ETF Mandate ESG

  • ETF mandate

  • Sustainable investments

  • Direct contact via moneyland.ch

  • Free tax directory
General information:

Suitable for clients who wish to delegate the management of their investments to the bank and would like to invest in companies that operate sustainably. Implementation exclusively with ETF. Available in CHF, USD, EUR.

Minimum investment amount:
CHF 50,000
Type of service:
Investment management
General costs:

The all-in fee includes investment management fees, asset management fees, account management fees, portfolio monitoring, portfolio optimization, custody fees, transaction fees and Swiss tax reports.

Product fees:

Product fees are not included.

Transaction fees:

Independent trading fees: not possible.

Retrocessions:

Products with kickbacks.

Taxes:

VAT and stamp duty are not included.

Minimal risk:

Equities in portfolio: 0%. All-in fee depending on investment amount: 0.45% - 0.3% per year.

Low risk:

Equities in portfolio: 0-25%. All-in fee depending on investment amount: 0.7% - 0.55% per year.

Limited risk:

Equities in portfolio: 10-60%. All-in fee depending on investment amount: 0.75% - 0.6% per year.

Balaned risk:

Equities in portfolio: 10-60%. All-in fee depending on investment amount: 0.75% - 0.6% per year.

Substantial risk:

Equities in portfolio: 20-80%. All-in fee depending on investment amount: 0.75% - 0.6% per year.

High risk:

Equities in portfolio: 30-100%. All-in fee depending on investment amount: 0.75% - 0.6% per year.

Individual requests:

Individual investment requests are not possible.

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

Special offers for Moneyland users

Moneyland Special Offers

Funds

Allianz Fund Investments

  • Special offer with CHF 200 welcome bonus

  • No prior knowledge necessary: Advice from experts

  • One of the 10 largest asset managers worldwide

Swiss Broker

Saxo Bank Special Offer

  • Special offer: Reimbursement of brokerage fees up to CHF 200 for 90 days

  • Licensed Swiss bank (FINMA)

  • Free expert research and trading signals

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

Swiss digital bank

Alpian

  • CHF 100 welcome bonus

  • Favorable foreign exchange rates

  • Multi-currency account with Visa card (CHF, EUR, USD, GBP) 

Special offers for Moneyland users

Moneyland Special Offers

Funds

Allianz Fund Investments

  • Special offer with CHF 200 welcome bonus

  • No prior knowledge necessary: Advice from experts

  • One of the 10 largest asset managers worldwide

Swiss Broker

Saxo Bank Special Offer

  • Special offer: Reimbursement of brokerage fees up to CHF 200 for 90 days

  • Licensed Swiss bank (FINMA)

  • Free expert research and trading signals

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

Swiss digital bank

Alpian

  • CHF 100 welcome bonus

  • Favorable foreign exchange rates

  • Multi-currency account with Visa card (CHF, EUR, USD, GBP) 

Deal of the Day
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Funds

Allianz Fund Investments

Special offer with CHF 200 welcome bonus