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BanksCooperative groupsChallenger banksConsultanciesPrivate equity and investors

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Baremo

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Managed portfolios: the total cost, added up.

Management, custody, underlying fund costs and retrocessions, added up by the engine into a comparable annual cost for the assets you choose.

Products
22
Brands
11
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ProductsManaged portfolios
22products
11brands
Critical attributeEvidence
  • Management and custody feesVerified
  • Underlying fund costsVerified
  • Total annual costVerified
  • Minimum investmentVerified
  • Management model and vehicleVerified
  • Number of risk profilesVerified
  • Performance feeVerified

What we measure

Critical attributes in the catalogue, with the same meaning at every bank.

From which documents

  • Discretionary management agreement
  • Fee prospectus
  • Service page
  1. Management and custody fees
  2. Underlying fund costs
  3. Total annual cost
  4. Minimum investment
  5. Management model and vehicle
  6. Number of risk profiles
  7. Performance fee
  8. Retrocessions

Questions people ask

  • Which portfolio costs least for €30,000?
  • Who charges a performance fee?
  • What minimum investment does each bank require?

Frequently asked questions

How many managed portfolios products does Baremo cover?

22 products from 11 brands in the Spanish market, tracked daily from their official documents.

Does every figure have evidence?

Yes. Every approved value keeps the immutable capture of the document, the checked literal quote and its validity date.

Is this a consumer comparison site?

No. Baremo is a professional tool for the teams that set and analyse prices at banks, consultancies and investors.

See your market under the same yardstick.

A demo takes thirty minutes with your competitor set. We come with the questions your committee asked last week.