Sparkasse Schwyz ETF Mandate ESG

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Private Banking

Sparkasse Schwyz ETF Mandate ESG

  • ETF mandate

  • From CHF 50,000

  • Direct contact via moneyland.ch

  • Free tax directory
General information:

Suitable for clients who wish to delegate the management of their investments to the bank and would like to invest in companies that operate sustainably. Implementation exclusively with ETF. Available in CHF, USD, EUR.

Minimum investment amount:
CHF 50,000
Type of service:
Investment management
General costs:

The all-in fee includes investment management fees, asset management fees, account management fees, portfolio monitoring, portfolio optimization, custody fees, transaction fees and Swiss tax reports.

Product fees:

Product fees are not included.

Transaction fees:

Independent trading fees: not possible.

Retrocessions:

Products with kickbacks.

Taxes:

VAT and stamp duty are not included.

Minimal risk:

Fixed-income strategy: equities in portfolio: 0%. All-in fee depending on investment amount: 0.45% - 0.3% per year.

Low risk:

Defensive strategy: equities in portfolio: 0-25%. All-in fee depending on investment amount: 0.7% - 0.55% per year.

Limited risk:

Balanced strategy: equities in portfolio: 10-60%. All-in fee depending on investment amount: 0.75% - 0.6% per year.

Balaned risk:

Balanced strategy: equities in portfolio: 10-60%. All-in fee depending on investment amount: 0.75% - 0.6% per year.

Substantial risk:

Dynamic strategy: equities in portfolio: 20-80%. All-in fee depending on investment amount: 0.75% - 0.6% per year.

High risk:

Equity strategy: equities in portfolio: 30-100%. All-in fee depending on investment amount: 0.75% - 0.6% per year.

Individual requests:

Individual investment requests are not possible.

Additional services:
Mobile access
Specialized asset types:
Equities, Investment funds, Bonds

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  • Special offer: Reimbursement of brokerage fees up to CHF 200 for 90 days

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  • Open and manage your account, savings account, and cards easily in the UBS Mobile Banking App

  • Plus KeyClub rewards program

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  • CHF 4000 free of charge with code "moneyland"

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  • Leading Swiss online bank with FINMA license

  • Free multicurrency account & low commissions

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