Architectural structure

Smart Portfolios

Portfolios that work for you, not the other way around

Your advantages

Start investing with 5'000 EUR / USD / GBP

What’s a Smart Portfolio?
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Swissquote 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.

Four investment profiles to match your objectives
Chart presenting the Defensive strategy
Defensive Portfolio

Preserving your capital is important, but you are targeting performance higher than that of traditional saving schemes.

Chart presenting the Moderate strategy
Moderate Portfolio

You are prepared to accept more frequent fluctuations in the value of your capital to achieve higher performance.

Chart presenting the Growth strategy
Growth Portfolio

You are ready to take more risk to achieve capital growth over the long term.

Sustainable Multi-Asset
Chart of the sustainable smart portfolio strategy

Your aim is to maximise total return while taking into account environmental and social issues.

Want to put your investments on auto-pilot?

Apply for an account now.
 

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All the services you need, with low and transparent pricing.
Included Services
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
Annual Costs
Portfolio value (EUR/GBP/USD)Account costs
On the first 50'0000.90%
On the next 50'0000.60%
Over 100'0000.40%
PortfolioProduct costs
Defensive, Moderate, Growth0.50%
Sustainable Multi-Asset0.89%
Other fees
Zero Entry fees (vs 5% Prospectus)
Zero Redemption fees
Zero Trading or transaction fees
Zero Custody fees
Zero Exit fees
FAQs
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Questions? We are here to help.