Indexa Capital France indexed fund portfolio management service, Digi Mart USA News: Indexa Capital, an independent automated portfolio manager that manages more than 6.5 billion euros for over 183,000 clients in Europe, has announced the launch in France of its managed indexed fund portfolio service.
The offer, already available in Spain and Belgium, is now accessible to individual investors residing in France. It complements the life insurance offer the platform has provided in France since 2023.
“With this launch, we want to give individual investors in France access to a simple, globally diversified, low-cost investment solution. This new service complements our life insurance offering,” said François Derbaix, co-CEO of Indexa Capital.
Access to the managed service starts at an initial investment of 1,000 euros, with no minimum for subsequent payments. Enrollment is fully online through the Indexa Capital website and includes opening an ordinary securities account (CTO) with custodian bank Saxo Banque in France.
The partnership combines the stability of an online bank recognized as Saxo Banque with Indexa Capital’s expertise in managing indexed fund portfolios.
The offer is based on 11 investor profiles. Portfolio composition also takes into account the amount invested across three tiers: less than 10,000 euros, between 10,000 and 100,000 euros, and more than 100,000 euros.
A range of eleven diversified indexed portfolios incorporating a socially responsible investment (SRI) bias is also offered.
Total annual fees average 0.69% per year, all inclusive (custody fees, management fees and fund fees). No additional transaction or operating fees are charged to the client.
“With fees on average 79% lower than those of banks, our managed offer combines strong diversification with particularly competitive costs. Diversification reduces risk, and lower fees give investors a larger share of returns.
By combining these two levers, we aim to offer our clients a better long-term return-risk balance,” said Olivier Rull, director of Indexa Capital in France.
Indexa Capital AV is one of the leading independent portfolio managers in Europe, with more than 6.5 billion euros managed or advised for over 183,000 clients. It offers discretionary portfolio management of investment fund portfolios in Belgium, Spain and now France.
According to the publisher, Indexa offers potentially better savings returns through fees averaging 79% lower than those currently offered by banks and funds in Europe.
