Prepaid card
Valiant Helvétique Investment Management
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Fund mandate
Valiant Helvetique Asset Management: All investments are made in Switzerland or hedged against the Swiss franc. It is mainly investment funds - the corresponding costs (TER) are added.
Included in the all-in fee are asset management, custody fees, transaction costs within the 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.