Sparkasse Schwyz ETF Mandate ESG

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Private Banking

Sparkasse Schwyz ETF Mandate ESG

  • ETF mandate

  • Sustainable investments

  • Direct contact via moneyland.ch

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, 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:

Equities in portfolio: 0%. All-in fee depending on investment amount: 0.7% - 0.55% per year.

Low risk:

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

Limited risk:

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

Balaned risk:

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

Substantial risk:

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

High risk:

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