OUR PORTFOLIOS
Which portfolio?
ETF portfolios covering a broad range of risk and return profiles
Our advisers will discuss your situation, objectives and investment strategies. The cost for our advice and for managing your ETF portfolio is c.0.85% net* per annum of the value of your portfolio.
F
ifteen variants on five low-cost, diversified, actively managed ETF portfolios, together with professional advice.Starting from a portfolio size of USD 100,000, you can benefit from personalised advice and an ETF portfolio appropriate for your specific requirements. The cost for this is c.0.85% net* per annum.
You retain complete control of your account at all times and can access it online 24/7. You also have the possibility to withdraw cash up to 70% of the value of your portfolio, at interest rates well below those offered by most banks. You can also employ up to 5-to-1 leverage within your account at the same highly attractive interest rates.
You can also elect to lend out the ETFs in your portfolio in order to generate additional income.
*Gross annual portfolio management fee of 1% per annum, estimated income from ETF lending of 0.15% per annum.
20% better performance simply due to lower costs*
managed portfolio of ETFs
traditional fund
*assumptions:
- identical gross returns and trading costs
- managed ETF portfolio: 0.85% net portfolio management fee and 0.23% ETF costs per annum
- traditional fund: 3% commission, fund changed every 5 years, 1.6% portfolio management fee
