FCP VALEURS SERENITE 2028
Capital guarantee plan
Security
Performance
Liquidity
Taxes
Family Protection
Subscriptions from 17/04/2023 to 17/07/2023
Know more about the plan
Description
Duration :5 years
Mixed fund : 80% fixed income , 20% listed shares
Dynamic,management: the above metrics may change Capital Guaranteed.
With insurance on death or permanent disability
Insurance
FCP Valeurs Sérénité, the fund, is tied to an insurance plan on death or permanent disability. It guarantees the full amount invested when death or disability (partial or full disability) occur. The insurance is paid to the beneficiary person mentioned in the contract or to the heirs
with a ceiling of 180,000 Dinars per subscriber
Guarantee
Tunisie Valeurs is committed to buy shares from the subscriber at cost when the fund’s NAV trades at mess than the nominal price (5000Tnd). In case the guarantee does not apply, and the NAV trades above the nominal price then the redemption will be executed at the price of the day
Synergies inside the BIAT Group
Promoter
Distributor
Manager
Custodian
Insurer
Contact us
Become a costumer at Tunisie Valeurs
Book an appointment
Devenir client
Profitez d’une relation clientèle unique et de services
personnalisés pour bien gérer votre patrimoine.