Hello 👋
The fee policy for managed accounts is structured in three parts:
• Entry fee: 1.5 %
• Annual management fee: 2.9 %*
• Performance fee: 15 %**
*Management fee: Charged quarterly over a calendar year.
👉 Quarterly management fee: 0.725 %.
**Performance fee: A 15 % performance fee is applied if Meria outperforms the benchmark index associated with each strategy over a calendar year.
👉 The fee applies as soon as the benchmark is outperformed, regardless of market conditions.
💡 For more information on fees applied across Meria, see our fee policy: [https://www.meria.com/feePolicy].
💡 For more information on managed accounts, see the managed account page: [https://www.meria.com/mandate].
Feel free to contact us by creating a ticket on this page:
[https://www.meria.com/contact] 😊
See you soon,
The Meria team