No hidden costs
We’re putting an end to the fine print. Find out here in black and white (or green 😊) how the costs for your investment amount are calculated. Click on the individual items to see all the details.
We distinguish between one-time costs (once you invest) and ongoing costs (per quarter).
Ongoing costs include management and custody fees as well as ETF costs. Their calculation is based on the amount of your investment. For example, if you invest 150’000 francs, we calculate 0.35% of that amount.
One-off costs such as stamp duties or currency conversion fees only occur when we buy or sell ETFsfor you. This happens whenever you make a deposit or withdrawal. If you deposit an additional 5’000 francs, we charge 0.1% of these 5’000 francs, not of the total investment amount.
To ensure your investment solution always stays perfectly on track, we perform a so-called Rebalancingabout once a year on average. This means: We readjust when the market moves so that your investment solution always fits you. You don’t have to worry about a thing – we take care of it for you.
By the way, if you invest your money step by step, there are no higher costs. We keep things simple.
