Let the professionals look after your assets
With the portfolio management service, you can save and invest easily and conveniently.
Mandatum Life’s Portfolio Management Service is for you if you are not interested in spending time tracking the markets, but would rather let the professionals manage your assets. With the Portfolio Management Service, you only determine your risk level and investment objective – and we will inform you of how your savings are developing.
With the Portfolio Management Service, your savings are invested across various asset classes. In the Portfolio Management Service we have a wide range of investment objects to choose from, including investment options from our partner BlackRock*.
*BlackRock is the world’s largest wealth management firm and the global market leader in index investments.
The Portfolio Management Service suits
- Private individuals and companies
- Continuous saving or growing a lump sum transferred to the contract. You can, however, withdraw your savings within just a few days (does not apply to pension insurance contracts)
- Being linked to Mandatum Life’s pension, group pension or investment insurance contracts and capital redemption contracts
You are always up to date on how your savings are developing
You can keep track of your savings on our Web Service, where you can also easily change your investment strategy. You will receive a monthly summary of your investment strategy and the changes made to the allocation of your investment objects. If you wish, we can send you a message about the changes by email or text message.
Portfolio management service pricing
The management fee for the portfolio management service is 0.005% for the Defensive strategy, and 0.15% for other strategies.
Choose the investment strategy that suits you best
You can choose the investment strategy that suits you best among five options. Your selection is based on your objective and how much risk you are willing to take: in the option with the lowest risk level, the proportion of fixed income investments is higher, whereas in the option with the highest risk, your assets are mainly invested in equities.
If you save in pension insurance, we will ensure that your investment strategy is changed to a lower-risk option as you approach retirement.
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