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Own funds:
Only the result counts

Earn money with own funds

The results achieved by a fund essentially depend on two factors: taxation and the costs incurred by the fund.

Taxes

The Luxembourg financial market offers you a number of favourable conditions in this respect:

  • competitive tax laws
  • legislation that is favourable for innovation 
  • double taxation agreements with all major states 
  • a low "taxe d´abonnement" - a tax that is to be paid from funds that is currently between 0.01 and 0.05 percent p.a. for funds that are approved for marketing.

Costs and income

The fund promotor generates his income from investment mangement and investment advice as well as from distributing the fund. 

Sales income

  • Front load/redemption fee 

Investment management income

  • Management fee depending on volume 
  • Variable performance related fee

Costs incurred in connection with the maintenance and management of assets are basically charged to fund assets.

Costs/expenses

  • Custodian bank and accounting
  • Required publications
  • Auditing and advice
  • Approval costs
  • Management fee 

Before you set up an investment fund, you will of course want to know how much it will cost you and what earnings you can expect. The pricing depends on the individual configuration of each fund and cannot therefore be specified precisely. 

Feel free to get in touch with us. You can therefore expect us to find a cooperative solution that is in line with your expectations.

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