UBS Manage Advanced

Standard mandate

General information:

«UBS Manage Advanced» comprises various investment solutions: individually tailored investment solutions (UBS Manage Advanced [MyWay]), portfolios with a focus on Swiss investments (UBS Manage Advanced [Switzerland]) and mandates with a focus on sustainable investments (UBS Manage Advanced [Sustainable Investing]).

The client can choose between 6 investment profiles / risk tolerances for the managed portfolio. The managed portfolio is predominantly invested in indirect investment instruments, funds and similar or related instruments. The investment solutions are available in the reference currencies CHF, EUR, USD and GBP.

In addition, depending on the investment solution, clients have further options: for example, the choice of a global equity focus, no hedging of foreign currency risks of the equity allocation, no investments in hedge funds, real estate and commodities, separate distribution of portfolio income, direct investments in bonds and equities (from CHF 1 million).

Minimum investment amount:

CHF 100,000

Type of service:

Investment management

General costs:

The following services are included in the all-inclusive price: Asset management, custody account management, securities trading (brokerage fees), money market and fiduciary transactions, purchases of investment funds in the primary market, account management, Swiss tax statement (exclusively for natural persons).

Not included in the all-in fee are fiscal charges such as stamp duties and VAT as well as stock exchange duties. Also not included in the all-in fee are indirect fees of the investment instruments (e.g. TER of investment funds). The investment instruments used are retrocession-free.

Product fees:

Not all product fees are included.

Transaction fees:

Not possible.

Retrocessions:

Investment instruments without retrocessions (kickbacks).

Taxes:

VAT and stamp duty are not included.

Minimal risk:

Fixed-income strategy: equity component 0%, bonds and liquidity: 100%. All-in fee depending on investment amount. Up to CHF 500,000: 1.05%; CHF 500,000 to CHF 1 million: 1%; CHF 1 million to CHF 5 million: 0.95%; CHF 5 million to CHF 10 million: 0.9%; CHF 10 million to CHF 25 million: 0.85%. From CHF 25 million personal offer.

Low risk:

Income strategy: Equity component: up to a maximum of 28%. Flat fee depending on the investment amount. Up to CHF 500,000: 1.45%, CHF 500,000 to 1 million: 1.35%, CHF 1 million to CHF 5 million: 1.25%, CHF 5 million to CHF 10 million: 1.15%, CHF 10 million to CHF 25 million: CHF 1.05%. From CHF 25 million personal offer.

Limited risk:

Strategy Return: Equity component: 14% to 44%. Flat fee depending on the investment amount. Up to CHF 500,000: 1.6%, CHF 500,000 to 1 million: 1.5%, CHF 1 million to CHF 5 million: 1.4%, CHF 5 million to CHF 10 million: 1.3%, CHF 10 million to CHF 25 million: CHF 1.2%. From CHF 25 million personal offer.

Balaned risk:

Balanced strategy: Equity component: 32% to 62%. Flat fee depending on the investment amount. Up to CHF 500,000: 1.75%, CHF 500,000 to 1 million: 1.65%, CHF 1 million to CHF 5 million: 1.55%, CHF 5 million to CHF 10 million: 1.45%, CHF 10 million to CHF 25 million: CHF 1.35%. From CHF 25 million personal offer.

Substantial risk:

Growth strategy: equity component: 55% to 85%. Flat fee depending on the investment amount. Up to CHF 500,000: 1.9%, CHF 500,000 to 1 million: 1.8%, CHF 1 million to CHF 5 million: 1.7%, CHF 5 million to CHF 10 million: 1.6%, CHF 10 million to CHF 25 million: CHF 1.5%. From CHF 25 million personal offer.

High risk:

Equity strategy: Equity component: 80% to 100%. All-in fee depending on investment amount. Up to CHF 500,000: 2%; CHF 500,000 to CHF 1 million: 1.95%; CHF 1 million to CHF 5 million: 1.85%; CHF 5 million to CHF 10 million: 1.75%; CHF 10 million to CHF 25 million: 1.65%. From CHF 25 million personal offer.

Individual requests:

Depending on the investment solution, clients have various options for investment instructions: such as the choice of an equity focus, no hedging of foreign currency risks of the equity allocation, no investments in hedge funds, real estate and commodities. In addition, clients can purchase direct investments in bonds and/or equities, individual asset class allocations or client preferred securities for a surcharge of 0.15% on investments of CHF 1 million or more.

Additional services:

Free training seminars, Mobile access, Real-time quotes, Research

Specialized asset types:

Equities, Investment funds, Bonds, CFDs, Derivatives and structured products, Currencies, ETCs, ETFs, Futures, Options, Commodities, Warrants