FCP Valeurs CEA
FCP Valeurs CEA
Optimized taxation in addition to the advantage of collective management.
Value in TND
Millions Tunisian Dinars
Assets under management
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FCP VALEURS CEA 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 (CEA).
In order to ensure eligibility for the tax advantage, the distribution of the assets of FCP VALEURS CEA meets the allocation conditions stipulated by the regulations relating to CEAs:
- At least 80% of the assets are invested in equity securities of listed companies
- The remaining assets are invested in fungible Treasury bonds
- The unused amount shall not exceed 2% of assets.
The taxation applicable to the FCP VALEURS CEA allows the exemption of capital gains tax on the sale of units for individuals, without withholding tax or additional taxation.
In 2021, its net tax yield for individuals was +5.13%.
Subject to the tax provisions relating to CEAs, any holder of FCP Valeurs CEA has the right to request redemption at any time.
Guarantee for loans
The shares of FCP VALEURS CEA can be pledged as a guarantee for a loan.
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