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All-in annual costs from 0.92%. No entry or exit fees.
Intelligently diversified in low-cost ETFs and index funds.
Automatic rebalancing and investment of new funds.
The Financial FX Smart Portfolios are designed to put your investments on track for the long-term. Choose a risk profile and a currency (EUR, GBP and USD), fund your account with minimum 5’000 EUR/USD/GBP then top it up at your convenience.
Your portfolio is professionally managed by a leading asset manager to ensure diversification, and regularly rebalanced to keep you invested in assets that match with the risk profile you have selected. And with online access to your account valuation, you will always know exactly where you stand.
See how an initial investment of EUR 50’000 with monthly top ups of EUR 500 has performed, net of all fees, since October 2015.
Preserving your capital is important, but you are targeting performance higher than that of traditional saving schemes.
You are prepared to accept more frequent fluctuations in the value of your capital to achieve higher performance.
You are ready to take more risk to achieve capital growth over the long term.
Your aim is to maximise total return while taking into account environmental and social issues.
• Portfolio management by BlackRock, the world’s largest investment manager with over USD 6 trillion in assets under management, with automatic rebalancing and investment of new funds
• Account domiciled in Luxembourg
• Multi-currency account
• Premium client servicing via phone and email (9am to 10pm CET)
• Online account access to monitor your investments
| Portfolio value (EUR/GBP/USD) | Account costs |
|---|---|
| On the first 50’000 | 0.90% |
| On the next 50’000 | 0.60% |
| Over 100’000 | 0.40% |
| Portfolio | Product costs |
|---|---|
| Defensive, Moderate, Growth | 0.50% |
| Sustainable Multi-Asset | 0.89% |
Other fees
• Zero Entry fees (vs 5% Prospectus)
• Zero Redemption fees
• Zero Trading or transaction fees
• Zero Custody fees
• Zero Exit fees
