Credit Suisse Invest Mandate (All Instruments)

Various instruments mandate

General information:

Credit Suisse Investment management mandate Invest ("all instruments"). Various investments via active funds, passive products (ETF) and direct investments.

Minimum investment amount:

CHF 500,000

Type of service:

Investment management

General costs:

The management fee excludes product fees (ETF, funds), transaction costs, tax reports and taxes (VAT, stamp duty).

Also, an additional custody fee applies:
0.25% up to CHF 1 Mio.
0.2%. Up to CH 3 Mio.
0.15% up to CHF 10 Mio.
0.1% above CHF 10 Mio.

Product fees:

Product fees are not included.

Transaction fees:

Independent trading fees: not included.

Retrocessions:

Access to products without kickbacks.

Taxes:

VAT and stamp duty are not included.

Minimal risk:

Equities in portfolio: 0%.

Management fee depending on investment amount. Up to CHF 1 Mio: 1.1% + custody fee.

Low risk:

Equities in portfolio: 10-35%.

Management fee depending on investment amount. Up to CHF 1 Mio: 1.5% + custody fee.

Limited risk:

See strategy «Balanced».

Balaned risk:

Equities in portfolio: 25-55%.

Management fee depending on investment amount. Up to CHF 1 Mio: 1.5% + custody fee.

Substantial risk:

Equities in portfolio: 45-75%.

Management fee depending on investment amount. Up to CHF 1 Mio: 1.7% + custody fee.

High risk:

Equities in portfolio: 65-95%.

Management fee depending on investment amount. Up to CHF 1 Mio: 1.7% + custody fee.

Individual requests:

Individual instructions: Fee of 0.2% on investment value up to CHF 10 million, minimum fee of CHF 4000 per year (for investment value below CHF 10 million).

Additional services:

Real-time quotes, Research

Specialized asset types:

Equities, Investment funds, Bonds