SmartBlend PMS Fee Calculator
Download the worksheet to model management fees, performance fees, and net returns under the SmartBlend PMS fee structure.
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.
Ready to talk numbers?
The team can walk you through how fees apply to your portfolio size and horizon before you commit to anything.
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