FCP Valeurs CEA tv_user December 16, 2021
FCP Valeurs CEA
Optimized taxation in addition to the advantage of collective management.
Net Asset
Value in TND
0 %
Return Rate

in 2023

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).
Investment Policy

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.
Tax Treatment

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.
Return Rate
In 2022, its net tax yield for individuals was +3,76%.
Total liquidity
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.
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.