FCP BIAT Equity Performance

FCP BIAT EQUITY PERFORMANCE

A better performance in the medium term
-3.88%
Performance
in 2020
11
Million Tunisian Dinars
Assets under management

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FCP BIAT - Equity Performance is intended for investors who accept a high level of risk, and essentially for institutional investors. For FCP BIAT - Equity Performance, Tunisie Valeurs Asset Management recommends a minimum investment period of 5 years.

Investment policy

The structure of the FCP BIAT - Equity Performance is composed of :

  • 75% to 80% in shares listed on the Tunis Stock Exchange
  • A maximum of 5% in mutual funds
  • 20% in cash and cash equivalents.

Performance

In 2020, its net tax yield for individuals was -3.88%.

Taxation

The return of the FCP BIAT - Equity Performance is net of tax for individuals and is not subject to withholding tax or additional taxation.

Guarantee for loans

FCP BIAT - Equity Performance shares may be pledged as collateral for a loan.

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.