Migros Bank Investment Management Direct Investments

For people who want to delegate their investment decisions to the bank. In contrast to pure fund mandates, Migros Bank's "asset management with direct investments" additionally invests directly in individual securities.

All-in fee for all strategies up to CHF 750,000: 1.2%, from CHF 750,000: 1.1%, from CHF 1.5 million: 1% per year.

Minimum fee: CHF 3000.

The client pays a flat fee (all-in fee). This fee includes: Management fee, brokerage fee, custody fee, account management fee, fiduciary commission, tax list, asset list and postage. The all-in fee is charged to the account in the reference currency.

The all-in fee does not include: statutory duties, value-added tax, stock exchange fees, balancing fee, incoming and outgoing delivery charges, special expenses.

Product fees are not included.

Independent trading fees: not included.

Products without kickbacks.

VAT and stamp duty are not included.

Strategy Income: 0% equity component, money market and bonds main component.

Equities in portfolio around 25%.

Equities in portfolio around 25%.

Equities in portfolio around 45%.

Equities in portfolio around 65%.

Equities in portfolio around 85%..

Individual investment requests (on request, from CHF 1 million).