BKB Investment Management

Standard mandate

General information:

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.

Minimum investment amount:

CHF 100,000

Type of service:

Investment management

General costs:

All-in fee: Up to CHF 1 million: 1.3% of the investment amount. From CHF 1 million: 1.2% of the investment amount (Exception: Focus Dividends Switzerland: 1% p.a.). 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:

Product fees are not included.

Transaction fees:

Independent trading fees: not included.

Retrocessions:

Kickbacks will be refunded.

Taxes:

VAT and stamp duty are not included.

Minimal risk:

Strategy Bonds: Liquidity 5%, bonds 80%, equities 0%, non-traditional investments 15%.
Strategy Bonds sustainable: Not available.

Low risk:

Strategy Income: 5% liquidity, 55% bonds, 20% equities, 20% non-traditional investments.
Strategy Income Sustainable: 5% liquidity, 60% bonds, 25% equities, 10% non-traditional investments.

Limited risk:

Not available.

Balaned risk:

Balanced strategy: 5% liquidity, 30% bonds, 45% equities, 20% non-traditional investments.
Balanced Sustainable strategy: 5% liquidity, 35% bonds, 50% equities, 10% non-traditional investments.

Substantial risk:

Growth strategy: 5% liquidity, 5% bonds, 70% equities, 20% non-traditional investments.
Sustainable growth strategy: 5% liquidity, 10% bonds, 75% equities, 10% non-traditional investments.

High risk:

Equities strategy: 5% liquidity, 0% bonds, 80% equities, 15% non-traditional investments.
Sustainable equities strategy: 5% liquidity, 0% bonds, 85% equities, 10% non-traditional investments.

Individual requests:

For individual customer requests: additional fee of 0.15% per year (under CHF 1 million) or 0.1% per year for CHF 1 million and above. Individual mandates are offered.

Additional services:

Telephone-based trading

Specialized asset types:

Equities, Bonds