How Can We Help

SmartBlend PMS Fee Calculator

Download the worksheet to model management fees, performance fees, and net returns under the SmartBlend PMS fee structure.

Last updated: July 2026

How the fees work

  • ·Management Fee: 1% per annum
  • ·Performance Fee: 15% per annum, above an 8% hurdle rate, subject to high water mark
  • ·Other Expenses: 0.2% per annum
  • ·Brokerage & Transaction Costs: 0.2% per annum

Download the worksheet above for a full 5-year worked example showing how these fees apply to a sample portfolio value.