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.

Simulate My Investment

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