0% management fees now apply to our SMA on Preamium, saving you 20bps p.a. This allows you to offer your clients a more cost effective and smarter way to run their fixed income XTB portfolio. The SMA delivered a 6.12% p.a. total return over the 12 months to 31 Mar 2019 (past performance is no guarantee of future performance).
SMA clients still enjoy all the benefits of owning XTBs individually, and you benefit as there is no ongoing administration:
- All reinvestment is taken care of within the SMA,
- All coupons are still paid out to the client’s bank accounts,
- And you can transfer the securities out of the SMA at any time.
Call us on 1800 995 993 for more details.