Fees Calculator

Introduction of fees calculator

Get a clear and transparent estimate of your investment costs with our Fee Calculator. Whether you're looking at fixed, hybrid, or variable fee structures, our tool helps you make informed decisions tailored to your financial strategy. Calculate your fees effortlessly and take control of your investment journey today.

INTRODUCTION

01

1 year fixed fee

A multi-cap portfolio with a focus on high quality companies, purchased at reasonable valuations.

02

1 year hybrid fee

A predominantly small cap portfolio of companies where there is visible business turnaround and having high growth potential.

03

1 year variable fee

A theme based, multi-cap portfolio with selection based on earnings growth & business model strength.

04

Multi year hybrid fees

A formula driven, unbiased, factor-based portfolio providing diversification from active and passive investment strategies.

05

1 year hybrid fees (INCA) 1%

A theme based, multi-cap portfolio with selection based on earnings growth & business model strength.

06

1 year hybrid fees (INCA) 20%

A formula driven, unbiased, factor-based portfolio providing diversification from active and passive investment strategies.

Disclaimer

The information provided on this platform is for informational purposes only and does not constitute investment advice, an offer, or solicitation to buy or sell any financial instruments. Asset management services involve risks, including potential loss of capital. Investors are advised to carefully assess their financial objectives, risk tolerance, and consult with a professional advisor before making investment decisions. Past performance is not indicative of future results. BugleRock Capital and its affiliates disclaim any liability for any direct or indirect loss arising from the use of this information.