What is the Sarwa Crypto Portfolio?

The Sarwa Crypto portfolio gives you an exposure to Bitcoin through GBTC alongside your globally diversified exposure in ETFs.

Who can open a Sarwa Crypto Account?

Sarwa Crypto is currently available for our Conventional and Socially Responsible Investment (SRI) portfolios. The minimum to start investing in the Sarwa Crypto portfolio is $2,500 across all risk levels.

What are the fees?

The pricing structure is not effected if you opt for the Sarwa Crypto portfolios. Management fees are still charged at 0.85% if the portfolio balance is less than $50,000, and will drop to 0.7% and 0.5% as the portfolio balances crosses $50,000 and $100,000 respectively. Similar to an ETF expense ratio, GBTC charges 2% in exchange for freeing investors from the hassle of creating digital wallets, keys, and storage of the cryptocurrency.

Is rebalancing offered?

Rebalancing is offered as usual for all our Sarwa Crypto portfolios.

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