Prepaid card
UBS Manage Advanced
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Standard mandate
«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).
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.
Not all product fees are included.
Not possible.
Investment instruments without retrocessions (kickbacks).
VAT and stamp duty are not included.
Equities in portfolio: 0%. All-in fee up to an investment amount of CHF 25 Mio.: between 0.85 and 1.05%.
Equities in portfolio: up to 30%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.45 and 1.05%.
Equities in portfolio: between 16% and 46%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.6% and 1.2%.
Equities in portfolio: between 34% and 64%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.75% and 1.35%.
Equities in portfolio: between 57% and 87%. All-in fee up to an investment amount of CHF 25 Mio.: between 1.9% and 1.5%.
Equities in portfolio: between 80% and 100%. All-in fee up to an investment amount of CHF 25 Mio.: between 2% and 1.65%.
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 equities, individual asset class allocations or client preferred securities for a surcharge of 0.15% on investments of CHF 1 million or more.
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