FCP BIAT Epargne Actions tv_user December 16, 2021
FCP BIAT Epargne Actions
Optimized taxation, plus performance
0 %
Net Asset

Value in TND

0 %
Return Rate

in 2021

0 DT

In 2021

Million Tunisian Dinars
Assets under management
Recommended subscriber
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 remaining assets are invested in fungibleTreasury bonds
  • The unused amount shall not exceed 2% of the assets.
Tax Treatment

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

In 2021, its net tax yield for individuals was +9.25%.

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 FCP BIAT – Epargne Actions can be pledged as a guarantee 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.