Sparkasse Schwyz ETF Mandate ESG

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.

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 are not included.

Independent trading fees: not possible.

Products with kickbacks.

VAT and stamp duty are not included.

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

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

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

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

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

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

Individual investment requests are not possible.