40Carat+™
Limited risk
As an investor with a normal capacity for risk, you are seeking long-term asset growth and are therefore prepared to accept short-term fluctuations in asset value.
40% equity content
Your assets will be invested in money market instruments, bonds, equities, real estate and alternative investments. On average, 40% of your total assets will be invested in equities; depending on market circumstances, variances between minus 10% and plus 5% are allowed.
All-in fee: 1.2%
The all-in fee covers:
- Asset management fee
- Custody fee
- Brokerage fees
- Foundation administration
- Annual asset statement
Not included are third-party charges and extraordinary expenses such as stock exchange fees, stamp duties, third party commissions, liquidation fees, delivery fees and taxes.
