You expect results
We can’t claim to predict the performance of the markets, but we do know that for a given level of return, our aim is to reduce volatility and enhance performance through diversification across multiple asset classes. We do this while maintaining our commitment to fee transparency and product efficiency.
All-inclusive low fees starting from
No hidden fees
Low fees to maximise
A lot of time is spent discussing investment manager performance. But there is one aspect of investing that can make more difference on portfolio returns than any other — fees.
At CONNECT, we are committed to transparency and efficiency. That means we will never charge any hidden fees. Our efficient portfolios mean the advisory fee ranges between +0.20% and +1.25% per annum, depending upon the portfolio. This is the only fee you will ever be charged by CONNECT. Like you, we don’t like high fees.
At CONNECT, we work with leading providers to ensure that your money is kept safe. Your assets are held in custody in your name, at BNY Mellon’s Pershing LLC. Pershing LLC (member of FINRA, NYSE and SIPC), is a wholly owned subsidiary of The Bank of New York Mellon Corp. Clients’ assets and funds custodied with BNY Mellon’s Pershing LLC are protected by the Securities Investors Protection Corp (SIPC); this insures accounts up to US $500,000 (US $250,000 limit on cash).
CONNECT Certificates carry the credit risk of the issuer, Banque Julius Baer — which is rated Aa2 by Moody’s Ratings Agency. If the issuer were to default, the value of the certificates would fall as well.
CONNECT Certificates carry the market risk linked to their underlying strategy, meaning that the value will fluctuate with the value of the underlying investments. This is why it is so important that the investments you make are suitable for you and match your risk profile.
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