Sicav Patrimoine Obligataire tv_user December 16, 2021
Sicav Patrimoine Obligataire
If you are looking for a capitalized gain without sacrificing security
Net Asset
Value in TND
0 %
Return Rate

in 2023

Million Tunisian Dinars
Assets under management
Recommended subscriber
SICAV Patrimoine Obligataire is indeed an investment that favors the security of the invested capital while offering an attractive profitability through the expected capital gains at the time of resale.
Investment Policy

SICAV Patrimoine Obligataire is a bond capitalization SICAV. Its managed assets are permanently composed of a preponderant part of bonds and Treasury bills (BTA – fungible Treasury bonds – and BTCT – short-term Treasury bonds).
Tax Treatment

SICAV Patrimoine Obligataire offers an advantageous tax system for its individual shareholders. They benefit from a tax exemption on capital gains from the sale of shares.
Return Rate
In 2022, its return Rate after tax for individuals amounted to + 5,92%.
Total liquidity
Withdrawals are made on demand, without notice and free of charge, at the daily net asset value displayed at all times in our branches.
Guarantee for loans
The shares of SICAV Patrimoine Obligataire may be pledged as collateral for a loan.
Become a customer
Take advantage of personalized services
to manage your assets well
An assistance on demand

Advisors available by phone, live chat and via social networks from Monday to Friday from 8am to 5pm and Saturday from 9am to 12pm.

Your day-to-day operations in a few clicks
thanks to a secure mobile application and an electronic trading platform.
A dedicated advisor to assist you
available by appointment, in branch or remotely.