Indexa Capital France managed portfolio launch, Digi Mart USA News: Indexa Capital, an automated portfolio manager that oversees more than 6.5 billion euros for over 183,000 clients in Europe, is rolling out its managed index fund portfolio service in France. The service is already offered in Spain and Belgium and is now accessible to individual investors resident in France through a securities account.
It complements the life insurance offering the platform has provided in France since 2023.
Access to the managed service starts at an initial investment of 1,000 euros, with no minimum for subsequent contributions. Enrollment is handled entirely online through the Indexa Capital website and includes opening an ordinary securities account (CTO) with the custodian bank Saxo Banque in France.
The offering is built on 11 investor profiles. Portfolio composition also takes into account the amount invested, across three brackets: under 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) tilt is also available.
Total annual fees average 0.69 percent per year, all inclusive, covering custody, management and fund costs. No additional transaction or operation fees are charged to the client.
