INDEXCHANGE INVESTMENT AG –
THE HISTORY, THE SUCCESSES.
INDEXCHANGE Milestones.
| 10/2000 |
Founding of INDEXCHANGE Investment AG |
 |
| 01/2001 |
Listing of the first INDEXCHANGE ETFs, DAX®EX, DJ EURO
STOXX 50 SMEX, DJ STOXX 50 SMEX, in the XTF Segment |
| 07/2002 |
Market leader in Europe in assets under management. Listing of
all 18 STOXX 600 Sector ETFs |
| 02/2003 |
Listing of the first ETF for fixed-rate securities in Europe, eb.rexx®
Government GermanyEX, and tracking of the first Tradeable Bond index |
| 03/2004 |
More than EUR 5 billion in investor assets under management. Market
share by AuM at 30% |
| 12/2004 |
Listing of the world’s best-value bond ETF, with an annual management
fee of 0.09%:
eb.rexx® Jumbo PfandbriefeEX |
| 12/2004 |
Net inflow of funds of EUR 2.4 billion in 2004.
Highest inflow of funds among all BVI member companies |
| 01/2005 |
Lowering of management fee for DAX®EX and Dow Jones
EURO STOXX 50 SMEX to 0.15% p.a. |
| 04/2005 |
Listing of the new ETFs DivDAX®EX, DJ STOXX SM
Large 200EX, DJ STOXX SM Mid 200EX, DJ STOXX SM
Small 200EX and DJ STOXX SM 600 InstitutionalEX |
| 05/2005 |
Listing of the new ETFs DJ EURO STOXX SMEX, DJ EURO STOXX SM Select
Dividend 30EX, DJ STOXX SM Select Dividend 30EX and DJ STOXX EU Enlarged 15 SMEX |
| 03/2006 |
Listing of the Sector-Swaps ETFs, use of derivatives to reduce
foreign stock taxes and form our ETFs more efficient |
| 05/2006 |
Monthly trading in INDEXCHANGE ETFs passes the EUR 6 billion mark |
| 07/2006 |
Listing of Nikkei 225® EX, iBoxx®
Liquid Sovereigns Group |
Industry Comparison of Growth in Assets under Management.
| Year |
INDEXCHANGE assets
under management
(in EUR million) |
INDEXCHANGE
growth over
previous year |
Total assets in
European ETF market
(in EUR million) |
Overall growth
of European
ETF market over
previous year |
| 30.06.2006 |
13.265,00 |
28% |
57.077,00 |
25% |
| 30.12.2005 |
10.376,00 |
63% |
45.547,00 |
81% |
| 30.12.2004 |
6.365,00 |
73% |
25.135,00 |
51% |
| 30.12.2003 |
3.673,00 |
56% |
16.619,00 |
64% |
| 30.12.2002 |
2.349,00 |
64% |
10.107,00 |
60% |
| 31.12.2001 |
1.433,00 |
|
6.314,00 |
|
Trading Volume Dominance in the European ETF Market
International and Domestic Awards for INDEXCHANGE.
 |
Global ETF Awards 2006: several 1st-place awards, e.g., INDEXCHANGE best
brand in Europe |
|
|
Global ETF Awards 2005: several 1st-place awards, e.g., Euro Stoxx ETFs
Most Innovative ETF in Europe |
|
|
Morningstar German Fund Awards 2004 : Third place in the equity funds
segment, small German fund companies |
|
|
International Fund Investment ETF Awards 2004 : several 1st-place awards,
e.g., DAX®EX most liquid ETF in Europe |
|
|
Feri Trust 2004 : INDEXCHANGE only company to achieve top performance
rankings in two fund categories |
|
|
Standard & Poor’s Fund Awards Germany 2004 : 1st place, Dow Jones Industrial
Average SMEX ( U.S. equities category) |
|
|
International Fund Investment ETF Awards 2003 : several 1st-place awards,
e.g., ETF that raised the most assets |
|
|
Finanzen / Euro am Sonntag : Nomination of eb.rexx® Government
GermanyEX as "Fund Innovation of 2003" |
New INDEXCHANGE ETFs since April 2006 in the
XTF Segment.
| Exchange Traded Fund
|
ISIN |
Verwaltungs-vergütung
|
Abgebildeter Index |
Ertragserwartung
|
Index
Abbildungs-verhältnis |
| Dow Jones Asia Pacific Select Dividend 30SMEX |
DE000A0H0744 |
0,30% |
Preisindex |
Ausschüttung |
1/10 |
| Dow Jones EURO STOXXSM Sustainability 40EX |
DE000A0F5UG3 |
0,40% |
Preisindex |
Ausschüttung |
1/10 |
| Dow Jones China Offshore 50SMEX |
DE000A0F5UE8 |
0,60% |
Preisindex |
Ausschüttung |
1/100 |
| NASDAQ-100®EX |
DE000A0F5UF5 |
0,30% |
Preisindex |
Ausschüttung |
1/100 |
| Nikkei 225®EX |
DE000A0H08D2 |
0,50% |
Preisindex |
Ausschüttung |
1/10 |
| iBoxx® € Liquid Sovereigns Capped
1.5-10.5EX |
DE000A0H0785 |
0,15% |
Preisindex |
Ausschüttung |
1/1 |
| iBoxx® € Liquid Sovereigns Capped
1.5-2.5EX |
DE000A0H0793 |
0,15% |
Preisindex |
Ausschüttung |
1/1 |
| iBoxx® € Liquid Sovereigns Capped
2.5-5.5EX |
DE000A0H08A8 |
0,15% |
Preisindex |
Ausschüttung |
1/1 |
| iBoxx® € Liquid Sovereigns Capped
5.5-10.5EX |
DE000A0H08B6 |
0,15% |
Preisindex |
Ausschüttung |
1/1 |
| iBoxx® € Liquid Sovereigns Capped
10.5+EX |
DE000A0H08C4 |
0,15% |
Preisindex |
Ausschüttung |
1/1 |
INDEXCHANGE Investment AG
Apianstr. 6
85774 Unterföhring (Munich)
Germany
Email:
info@indexchange.com
Web: www.indexchange.com |
