Credit Cards
Credit Suisse Invest Mandate (Funds)
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Fund mandate
Credit Suisse Investment management mandate Invest (Funds). Additional fund costs (TER).
The management fee excludes product fees (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 CHF 3 Mio., 0.15% up to CHF 10 Mio., 0.1% above CHF 10 Mio.
Product fees are not included.
Independent trading fees: not included.
Access to products without kickbacks.
VAT and stamp duty are not included.
Equities in portfolio: 0%. Management fee depending on investment amount. Up to CHF 1 Mio: 0.7% + custody fee.
Equities in portfolio: 10-35%. Management fee depending on investment amount. Up to CHF 1 Mio: 1.1% + custody fee.
See strategy «Balanced».
Equities in portfolio: 25-55%. Management fee depending on investment amount. Up to CHF 1 Mio: 1.1% + custody fee.
Equities in portfolio: 45-75%. Management fee depending on investment amount. Up to CHF 1 Mio: 1.3% + custody fee.
Equities in portfolio: 65-95%. Management fee depending on investment amount. Up to CHF 1 Mio: 1.3% + custody fee.
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).
