Avanza is launching Avanza Sigma, a digital, algorithm-driven discretionary equity management service for Private Banking and Pro clients.
The service is the result of the acquisition of Sigmastocks and is based on factor investing, with portfolios optimized according to the client's strategy and market selection.
The minimum investment is SEK 1m. The service is offered within a capital insurance account and carries a total fee of 0.55-0.85%, with no transaction costs. For 2026, the launch price is 0.55%, while the base fee is 0.85%.
The portfolios consist mainly of directly owned stocks and are rebalanced more than once a year. Avanza says the base fee is equivalent to half the market price for discretionary management. Revenue from Sigma is reported under other income.
Avanza Bank Holding AB is a Sweden-based company engaged in the financial services sector. The Company offers a platform for savings and investments. Avanza Bank Holding is the Parent Company of the Avanza Group. The operational activities are conducted by its subsidiaries: Avanza Bank AB (publ), Forsakringsaktiebolaget Placera Media Stockholm AB and Avanza Fonder AB. The Company offers a broad range of savings products, as pension offering and mortgages. Customers are offered to save in Swedish and foreign securities and in savings accounts, with no fixed account charges and a low brokerage fee. The Company primarily targets individual investors, but also offers services for professional investors and corporate customers, such as entrepreneurs, asset managers and those who want occupational pension.
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