Prepaid card
Valiant Classic Investment Management
-
Fund mandate
Valiant Classique asset management: These are mainly investment funds - the corresponding costs (TER) are added.
Included in the flat fee are asset management, custody fees, transaction costs within mandate, quarterly statement of assets, Swiss tax register, annual portfolio review.
Product fees (TER) are not included.
Independent trading fees: not included.
Kickbacks will be refunded.
VAT and stamp duty are not included.
Not available.
Equities in portfolio: 25%. All-in fee: 1.15% of the investment amount up to CHF 2 million. Above CHF 2 million: 1.05% of the amount.
Not available.
Equities in portfolio: 45%. All-in fee: 1.35% of the investment amount up to CHF 2 million. Above CHF 2 million: 1.25% of the amount.
Equities in portfolio: 65%. All-in fee: 1.4% of the investment amount up to CHF 2 million. Above CHF 2 million: 1.3% of the amount.
Equities in portfolio: 90%. All-in fee: 1.55% of the investment amount up to CHF 2 million. Above CHF 2 million: 1.45% of the amount.
Individual requests possible from CHF 1 Mio. Price on request.
