What are the fees that I need to pay for purchasing a managed portfolio? – Support

There are three charges for managed portfolio as below:

a) Managed Portfolio Subscription Fee
The managed portfolio subscription fees will apply to your initial purchase, subsequent top up and RSP subscription. You may click here to refer for respective managed portfolio subscription fee.

b) Portfolio Management Fee (0.5% p.a.)
The portfolio management fee will be will calculate daily based on your Portfolio AUM and deducted on a quarterly basis from your best performing fund underlying in your managed portfolio.

C) ETFs Fee (0.02% for US ETFs and 0.03% for HKEX ETFs)
Managed Portfolio that containing ETFs will incur processing fees and exchange-related fees for each transaction such as initial purchase, subsequent top up, RSP and redemption and rebalancing.

You may click here to refer on the managed portfolio factsheet to view on the portfolio holdings.