Lower Fees, Higher Returns
Our low fees are up to 85% lower than those of a bank. This difference translates into direct additional profitability for our clients.
Our Transparent Fees
Plan | Management Fee | Total Estimated Fee | Details |
---|---|---|---|
Investment Plan | 0.14% - 0.41% | 0.29% - 0.62% (0.02% reduction per year) | Annual on managed assets. View Details |
Pension Plan | 0.40% | 0.55% | Annual on managed assets. View Details |
Savings Plan | 0.69% | 0.80% | Annual on managed assets. View Details |
Children's Plan | 0.69% | 0.80% | Annual on managed assets. View Details |
Transparency
We offer complete clarity and lack of conflicts of interest. You can view the breakdown of our fees, including who receives them.
Efficiency
By leveraging technology and using indexed investment funds, we ensure maximum cost efficiency for your investment.
Automated Rebalancing
No additional costs are charged for portfolio rebalancing, keeping the weighting of your assets automatically balanced.
The Impact of Fees
Management and distribution costs of investment products are two major factors that negatively affect investment returns. Every euro paid in fees:
- Is capital immediately lost to a third party.
- Is wealth that cannot generate future returns.
Key Factor in the Long Term
Even the smallest fee difference in a financial product can greatly impact the final return on investment, especially in the long term, due to the effects of compounding interest.
Cost Simulator
Simulation of the effect of OLLEUX' low fees on returns for a 20-year investment with an initial contribution of €50,000, assuming an annual return of 4.77%.
Provider | Average Fee | Total Cost Over 20 Years | Annual Cost | Profitability Loss |
---|---|---|---|---|
OLLEUX | 0.75% | €11,870.80 | €593.54 | -- |
Market Average | 2.32% | €29,343.06 | €1,467.15 | €28,205.16 |
Select different fee levels to see their impact on returns.
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