BLKB Managed Fund Portfolio

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Private Accounts

BLKB Managed Fund Portfolio

  • Fund mandate

  • Sustainable investments

  • Direct contact via moneyland.ch

General information:

Suitable for clients who wish to delegate the management of their investments to the bank. Implementation mainly with investment funds.

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

Included in the all-in fee are investment advice, asset management, account management fee, portfolio monitoring, portfolio optimization, capital market transactions, custody fees, brokerage fees and Swiss tax directory. 

Product fees:

Product fees are not included.

Transaction fees:

Négoce indépendant: pas possible.

Retrocessions:

Repayment of any retrocessions.

Taxes:

Stamp taxes and VAT are not included in the flat-rate fee.

Minimal risk:

Flat fee of 1% per year. Minimum fee: CHF 500 per year.

Low risk:

Flat fee of 1% per year. Minimum fee: CHF 500 per year.

Limited risk:

Flat fee of 1.25% per year. Minimum fee: CHF 500 per year.

Balaned risk:

Flat fee of 1.25% per year. Minimum fee: CHF 500 per year.

Substantial risk:

Flat fee of 1.25% per year. Minimum fee: CHF 500 per year.

High risk:

Flat fee of 1.5% per year. Minimum fee: CHF 500 per year.

Individual requests:

Individual investment requests are possible.

Additional services:
Mobile access
Specialized asset types:
Investment funds