More money for you: from gross return to net return

Do not give away your assets

The return on your assets is first reduced by the costs charged by your bank. These often include:

  • Custody account fees
  • Transaction costs
  • Issuing commissions and redemption fees
  • Retrocessions
  • Performance fees
  • Management costs

With us, you get more of your return

We ensure that you receive more return through the skilful choice of ETFs and cost optimisation

  • Asset management fee of just 0.55% per year
  • Transparent costs
  • No surprises or hidden fees

At ELVIA e-invest, your investment strategy benefits from low costs

You benefit from low costs, regardless of which of our strategies is the right one for you.

A historical comparison makes it especially clear how great a difference wealth management costs make. They include in particular product costs, transaction costs and custody account fees. We take these costs into account when showing you historical performance. This means that we are showing you the real net return.

The graphic shows the strategy’s historical performance with current investment instruments (taking into account product costs). If the current investment instruments do not have a sufficiently long history, an appropriate benchmark index was used instead (minus virtual product costs). The annual wealth management fee of 0.55% is factored into the simulation. The annualised return is derived accordingly from the historical performance. Please note: historical performance is no guarantee of future performance.

We ensure the best possible return for your personal investor profile – on a long-term basis

Not only do we help you to find the right investor profile and consequently the right form of investment for you; we also make sure that your assets remain invested in exactly the same way in the future.

Once we have put together your portfolio, the various investments may perform differently over time, meaning that they no longer optimally reflect your investment strategy. This exposes you to two risks:

  • The risk level in your portfolio could increase uncontrollably
  • The risk remains the same but you miss out on valuable returns

For that reason, we verify the optimal composition of your portfolio on a daily basis and if necessary rebalance it to ensure that your portfolio matches your investment strategy again.

Benefit now with a one-off investment starting from as little as 5,000 francs

Invest now