Raiffeisen Futura Global in CHF

Suitable for people resident in Switzerland, Germany, France, Austria and Italy who do not want to worry about investment decisions. In the Global Mandate in CHF, investments are made in the global financial markets by means of investment funds and ETFs. Management according to chosen strategy. Quarterly portfolio reporting. Annual tax reporting.

Included in the flat fee for asset management are advisory services, asset management, custody and account management fees, brokerage fees, quarterly portfolio reporting and annual tax reporting.
Not included are taxes and duties (stamp duties and stock exchange duties, VAT).

TER of funds is not included.

Independent trading fees: not included.

Products without kickbacks.

VAT and stamp duty are not included.

Not available.

Strategy return: 25% equities in portfolio (range +/- 15%).
Management fee: 1% of the investment amount per year.
Direct investments: +0.2%. Surcharge for foreign clients: 0.1%.

Strategy return: 25% equities in portfolio (range +/- 15%).
Management fee: 1% of the investment amount per year.
Direct investments: +0.2%. Surcharge for foreign clients: 0.1%.

Balanced strategy: 45% equities in portfolio (range +/- 15%).
Management fee: 1.1% of the investment amount per year.
Direct investments: +0.2%. Surcharge for foreign clients: 0.1%.

Growth strategy: 65% equities in portfolio (range +/- 15%).
Management fee: 1.2% of the investment amount per year. 
Direct investments: +0.2%. Surcharge for foreign clients: 0.1%.

Equity strategy: 85% equities in portfolio (range +/- 15%).
Management fee: 1.3% of the investment amount per year.
Direct investments: +0.2%. Surcharge for foreign clients: 0.1%.

Individual mandate (client-specific strategy) from CHF 2 million. Management fee: 1.3% of the investment amount per year. Direct investments: 0.2%. Surcharge for foreign clients: 0.1%.