BIAT Epargne Actions FCP tv_user November 15, 2022
BIAT Epargne Actions FCP
Optimized Tax Treatment, plus Return Rate
0.000
Net asset

value in DT

0 %
Return Rate

In 2021

0 DT
Dividendes

In 2021

0 MDT
Actifs

Under management

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FCP BIAT – Epargne Actions is a mixed distribution mutual fund, intended for investors accepting a high level of risk and particularly dedicated to natural persons holding Equity Savings Accounts (ESA).
Investment Policy

In order to ensure eligibility for the tax benefit, the asset allocation of the FCP BIAT – Epargne Actions meets the allocation conditions provided for by the regulations relating to the CEA:

  • At least 80% of the assets are invested in equity securities of listed companies.
  • The remainder of the assets is invested in assimilable Treasury bills (BTA).
  • The unused amount may not exceed 2% of the assets.
Tax Treatment

The Tax Treatment applicable to the FCP BIAT – Epargne Actions allows for the exemption of capital gains Tax Treatment on the sale of units for individuals, without withholding tax or additional taxation.

Return Rate
In 2021, its after-tax return for individuals was 9.28%.
Total liquidity
Subscriptions and redemptions are made on sight, without prior notice and free of charge, at the daily net asset value permanently displayed in our branches.
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