BKB Investment Management

In addition to the Focus Switzerland mandate, mandates with an international focus and sustainable mandates are also offered. Other solutions available include a rule-based mandate and one with a focus on Swiss dividends.

All-in fee: Up to CHF 1 million: 1.3% of the investment amount. From CHF 1 million: 1.2% of the investment amount. Minimum fees for all risk categories: CHF 1000 per year. The all-in fee includes investment management fees, custody fees, account management fees, transaction fees, tax reports, postal fees. The all-in fee excludes product fees and taxes (VAT, stamp duty).

Product fees are not included.

Independent trading fees: not included.

Kickbacks will be refunded.

VAT and stamp duty are not included.

Strategy Bonds: Liquidity 5%, bonds 85%, equities 0%, non-traditional investments 10%. 

Strategy Income: Liquidity 5%, 60% bonds, 20% equities, 15% non-traditional investments. 

Not available.

Strategy Balanced: Liquidity 5%, 35% bonds, 45% equities, 15% non-traditional investments. 

Strategy Growth: Liquidity 5%, 10% bonds, 70% equities, 15% non-traditional investments. 

Equity strategy: Liquidity 5%, bonds 0%, 80% equities, 15% non-traditional investments. 

For individual customer requests: additional fee of 0.15% (under CHF 1 million) or 0.1% for CHF 1 million and above.